Senior Salesforce Product Manager, Digital Solutions

Advisor Group; Atlanta (GA); Hybrid; USD 120,000 - 136,000; Full time

Job summary

A leading financial services company seeks a Senior Salesforce Product Manager to drive product vision and strategy. This role involves owning the product lifecycle, collaborating cross-functionally, and using data to enhance customer experience. The ideal candidate thrives in fast-paced environments and has significant Salesforce experience.

Benefits

Health, vision, and dental insurance

401k plan

Vacation and sick time

Volunteer days

Qualifications

• 7+ years of experience in product management.
• 5+ years with Salesforce including various Clouds.
• Experience delivering end-to-end product solutions.

Responsibilities

• Define product vision, strategy, and roadmap.
• Lead product lifecycle from concept to launch.
• Collaborate across teams to deliver products.

Skills

Analytical skills

Communication skills

Leadership

Education

Bachelor’s degree in business or related field

Master’s Degree (preferred)

Tools

Agile methodologies

Scrum

Kanban

Job description

Digital Platform Opportunity in Financial Services

Senior Salesforce Product Manager, Digital Solutions

Location(s):

2300 Windy Ridge Parkway, Atlanta, GA 30339
877 Executive Center Drive West, St. Petersburg, FL 33702
7755 Third Street North, Oakdale, MN 55128
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Schedule:Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type: Full time

Salary: $120,000 - $136,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

Osaic’s Senior Product Managers are at the forefront of innovation, driving product vision, strategy, and execution to deliver exceptional customer experiences. As a Senior Salesforce Product Manager, you will serve as the primary business solution designer for Salesforce, owning end-to-end responsibility for developing and scaling products that align with business goals and delight customers. You will collaborate cross-functionally to bring ideas to life, analyze data, and influence key decisions at every level of the organization, delivering measurable value to our advisors, their teams, and their investor clients.

You think big, have a bias for action, and bring a proven history of delivering results. You thrive in dynamic, fast-paced environments and are ready to leverage Osaic’s resources to create customer experiences that surprise and delight financial professionals. You are passionate about customers and data, using market research, competitive analysis, and direct communication with customers to make informed decisions.

Responsibilities:

• Define and communicate the product vision, strategy, and roadmap, ensuring alignment with business objectives and customer needs.

• Lead the end-to-end product lifecycle from concept to launch, including ideation, requirements gathering, development, and post-launch optimization.

• Collaborate with cross-functional teams, including business partners, engineering, design, marketing, and operations, to deliver high-quality products on time and within scope.

• Conduct market research, competitive analysis, and customer feedback sessions to identify opportunities for product improvement and innovation.

• Develop and analyze key performance metrics to measure product success, identify areas for improvement, and inform future strategy.

• Present product updates, insights, and recommendations to senior leadership, influencing strategic decisions.

• Act as the voice of the customer, championing their needs and ensuring products meet or exceed expectations.

• Manage trade-offs between cost, schedule, and customer impact to deliver products that balance business objectives with technical feasibility.

• Stay current on industry trends, emerging technologies, and market dynamics to drive continuous product innovation.

Education Requirements:

• Master’s Degree is preferred, bachelor’s degree from an accredited university in business, engineering, or a related field is required.

Basic Requirements:

• 7+ years of experience in product management or related roles.

• 5+ years of experience with Salesforce including Sales, Service, and Financial Services Clouds.

• Proven track record of delivering end-to-end product solutions in a fast-paced environment.

• Strong analytical skills with the ability to leverage data to inform decisions and measure product success.

• Exceptional verbal and written communication skills, with experience presenting to senior leadership.

• Demonstrated ability to manage multiple priorities, navigate ambiguity, and deliver results.

• Proficiency in product management tools and methodologies (e.g., Agile, Scrum, Kanban).

Preferred Requirements:

• Financial services industry experience, specifically with independent broker/dealers and RIAs.

• Expertise in technical concepts and the ability to work closely with engineering teams.

• Proven ability to influence stakeholders across diverse teams and drive alignment.

• Experience with customer research, usability testing, and user experience design.

• Comfortable working with minimal supervision.

• A servant leadership attitude, enabling you to provide guidance and direction to one or more scrum teams as well as thought leadership to stakeholders in your domain.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.