SalesForce Product Owner

Richardson Wealth; Toronto; On-site; CAD 125,000 - 181,000; Full time

Job summary

Richardson Wealth is seeking a skilled SalesForce Product Owner to enhance their Salesforce platform. This role requires comprehensive Salesforce knowledge and at least 5 years of experience in managing CRM solutions. You'll collaborate with stakeholders to meet business objectives while promoting best practices in user experience. Join a leading Canadian wealth management organization invested in your growth and success.

Qualifications

• Minimum of 5 years of experience as a Product Owner or similar role.
• Experience working within the Wealth Management industry preferred.
• Strong understanding of Salesforce configuration, customization, and administration.

Responsibilities

• Develop the vision and roadmap for the Salesforce platform.
• Manage the product backlog, ensuring prioritization of features and improvements.
• Provide training and support to end-users.

Skills

Communication Skills

Problem-Solving Skills

User Experience Skills

Collaboration Skills

Education

Salesforce Certified Administrator

Salesforce Certified Advanced Administrator

Salesforce Certified Sales Cloud Consultant

Tools

Salesforce

Job description

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About Us

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

About Us

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview

We are seeking a Product Owner for our Salesforce platform who has comprehensive knowledge of Salesforce and proven experience in managing and optimizing CRM solutions to meet business goals. The candidate will engage with stakeholders to gather requirements and ensure alignment with business objectives. They will also collaborate with users to enhance their experience by improving the usability and functionality of the Salesforce platform. Additionally, the candidate will promote best practices in user experience design to ensure the platform remains intuitive and accessible for all users.

Duties And Responsibilities

• Define and Communicate Vision: Develop a clear vision and roadmap for the Salesforce platform that aligns with the company's overall strategy and goals.
• Stakeholder Management: Collaborate with business stakeholders to gather requirements, understand their needs, and ensure that the Salesforce platform is effectively meeting those needs.
• Ability to create solutions focused on client needs that enhance engagement and adoption; stay updated with innovation and industry trends
• Backlog Management: Create, prioritize, and manage the product backlog, ensuring that the team is always working on the most valuable features and improvements.
• Agile Development: Work closely with the development team to ensure timely delivery of high-quality features and enhancements. Participate in sprint planning, daily stand-ups, and retrospectives.
• User Stories: Write clear and detailed user stories, acceptance criteria, and specifications to guide the development process.
• Performance Monitoring: Continuously monitor the performance and usage of the Salesforce platform, identifying areas for improvement and ensuring optimal performance.
• Training and Support: Provide training and support to end-users, ensuring they have the knowledge and skills required to effectively use the Salesforce platform
• Lead and manage a team of Salesforce support resources, including the creation of business goals, metrics, and KPIs to optimize team performance. Implement these measures at an individual level through coaching and development of team members.
  
  

Qualifications

• Minimum of 5 years of experience as a Product Owner or similar role, with at least 3 years of experience working with Salesforce.
• Experience working within the Wealth Management industry and with Salesforce Finances Services Cloud (FSC) edition preferred
• Certifications: Product owner and Salesforce certifications such as Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, or Salesforce Certified Sales Cloud Consultant are preferred.
• Technical Skills: Strong understanding of Salesforce configuration, customization, and administration.
• Communication Skills: Excellent verbal and written communication skills, with the ability to effectively collaborate with both technical and non-technical stakeholders.
• Problem-Solving Skills: Strong analytical and problem-solving skills, with the ability to think strategically and make data-driven decisions.
• User Experience Skills: Demonstrated ability to understand user needs and create intuitive and engaging user experiences.
• Collaboration Skills: Demonstrated ability to work effectively in a cross-functional, hybrid team environment, fostering teamwork and cooperation among team members.
  
  

Why Apply

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

We are a proud partner of Pride at Work Canada.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Product Management and Marketing

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