Senior Associate, Product Manager - SF
About The Position
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. We are looking for an exceptional Senior Associate, Product Manager in our San Francisco office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities. The Senior Associate, Product Manager role will report directly to the Chief Technology Officer (CTO) and will be responsible for the design and delivery of feature sets for our internal advisor technology platform.
Requirements
- Degree in a related field such as business, finance, computer science, or engineering
- 3+ years of experience designing for RIA or wealth management platforms
- 2+ years of experience designing workflows or process within the Salesforce ecosystem
- Proven ability to manage multiple initiatives simultaneously
- Experience owning backlogs, prioritization processes and scrums
- An extensive Salesforce CRM deployment is a core part of our platform, and you must have experience in designing CRM experiences or workflows for the wealth management or finance industry.
- Optimistic, energetic and a good communicator
- Enjoy working in a fast-paced environment where you can improve products & workflows that are critical to our firm’s operations
- Strong understanding of the RIA and wealth management industry
- Have an entrepreneurial mindset, combining strategic thinking with the technical knowledge needed to design and build robust, flexible systems
- Proven track record of success that others can attest to
Nice To Haves
- Experience with data platforms that include data feed & integration
- Experience with analytics and the business intelligence ecosystem
- Interest in AI: i.e., thoughtful consideration of the emerging AI landscape and how it affects building product
- Familiarity with financial custodians such as Fidelity & Schwab
Responsibilities
- Conducting requirements discovery
- Designing workflows, feature sets and tools
- Writing functional specifications, training documents and procedures
- Facilitating vendor integrations
- Creating excellent user experiences
- Help drive the strategic direction of our platforms
- Design and conduct prioritization processes
- Coordinate cross-team stakeholder engagement
Benefits
- Medical, dental & vision insurance – 100% of premium covered for employees
- 401k participation with employer contribution
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development Stipend
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
