Product Manager, Wealth Management & Salesforce FSC

Akaasa Technologies

Irvine (CA)

On-site

USD 90,000 - 120,000

Part time

14 days+

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Job summary

Akaasa Technologies is seeking a hands-on Product Manager in Irvine, CA to translate the sales enablement vision into buildable requirements, data definitions, backlogs, and delivery increments. You will work closely with business stakeholders, experience/design teams, architecture and data teams, and technology delivery partners to ensure decisions are clear and aligned with business outcomes.

The role requires 4+ years in Product Management or functional product roles, preferably in

Qualifications

  • 4+ years in Product Management or functional product roles, preferably in Asset/Wealth Management.
  • Strong knowledge of asset management distribution, lead management, client 360, account hierarchies, engagement, pipeline, and reporting.
  • Hands-on experience with Salesforce Financial Services Cloud (FSC): standard/custom objects, workflows, permissions, and platform capabilities.
  • Experience with data modeling, data quality, lineage, and entitlements.
  • Ability to translate business needs into epics, features, user stories, acceptance criteria, and release plans.
  • Experience in Agile/SAFe delivery models, including PI planning and functional acceptance.
  • Effective collaboration with business stakeholders, architects, designers, data teams, and engineering partners.

Responsibilities

  • Translate sales enablement vision into buildable functional requirements, data definitions, and prioritized backlogs.
  • Define delivery increments and acceptance criteria aligned with business outcomes.
  • Collaborate with stakeholders, architecture, design, data, and delivery partners to ensure clear, actionable decisions.
  • Participate in Agile/SAFe ceremonies and ensure timely release planning and delivery.

Skills

Product management
Sales enablement
Agile/SAFe
Stakeholder collaboration
Data modeling
Requirements translation

Tools

Salesforce FSC
Salesforce Data Cloud / Data 360
Agentforce

Job description

Akaasa Technologies is seeking a hands-on Product Manager in Irvine, CA to translate the sales enablement vision into buildable requirements, data definitions, backlogs, and delivery increments. You will work closely with business stakeholders, experience/design teams, architecture and data teams, and technology delivery partners to ensure decisions are clear and aligned with business outcomes.

The role requires 4+ years in Product Management or functional product roles, preferably in

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