The Product Owner is responsible for understanding the key requirements and needs of our institutional clients and coordinating the successful initiation, planning, and design of those needs across multiple functional areas to drive a comprehensive product execution roadmap. This role specifically focuses on Contact Management (CRM – Salesforce) and the creation of a person record in CRM, integrating with Salesforce Financial Services Cloud (FSC) to create a unified CRM layer. This integration includes client data, account data, and account participant/relationship data.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed