Technical Product Manager — Salesforce Data Migrations

HighTower; Chicago (IL); On-site; USD 132,250,000 - 176,333,000; Part time

Benefits offered by this job

On-site Mon-Thu

Work from home Fridays

Hourly rate $60

Job summary

HighTower is seeking a Technical Product Manager for Salesforce Data Migration and Platform Integrations to own and improve internal capabilities used to migrate acquired RIAs onto the Signature Wealth platform.

This role treats migration processes, tooling, requirements, and operating models as an internal product to create reusable Jira stories, better tools, and a scalable path for future migrations.

Qualifications

• Bachelor's degree in a relevant field.
• 5+ years in technical product management or related roles.
• Experience supporting data migration initiatives with complex source systems and target platforms.
• Strong understanding of data mapping, transformation, validation, reconciliation, and ETL.
• Experience writing product requirements, user stories, acceptance criteria, and maintaining a prioritized backlog.
• Experience with Agile delivery environments using Jira or similar tools.
• Ability to translate operational and business needs into clear technical requirements.
• Strong stakeholder management and communication skills.
• Ability to work in a fast-paced acquisition and integration environment.
• Experience with Salesforce Financial Services Cloud or Salesforce data models preferred.
• Experience in wealth management, financial services, RIAs, or advisor technology preferred.
• Experience with CRM migrations, platform integrations, or acquisition integrations preferred.
• Familiarity with data quality, governance, and migration testing practices.
• Ability to understand migration concepts and technical tradeoffs without being a hands-on developer.

Responsibilities

• Own the product backlog for the RIA data migrations and custom build tools that support data readiness and data migration.
• Gather, evaluate, and prioritize enhancement requests from business and technology stakeholders.
• Define product requirements, acceptance criteria, and roadmap priorities.
• Identify opportunities to improve repeatability, quality, speed, and scalability across migrations.
• Partner with stakeholders to understand migration pain points, workflows, and operational needs.
• Document current and future-state processes.
• Translate business needs into clear, actionable technical requirements and user stories.
• Refine requirements based on lessons learned from each acquisition.
• Develop a strong working understanding of data extraction, ETL, mapping, transformation, validation, reconciliation, and migration sequencing.
• Partner with technical teams to identify data risks, gaps, and process improvements.
• Help define data quality standards and migration readiness criteria.
• Coordinate delivery across product, engineering, data, Salesforce, and business teams.
• Facilitate backlog refinement, sprint planning, testing coordination, release readiness, and environment promotions.
• Maintain clear delivery plans, dependencies, risks, and stakeholder communication.
• Ensure enhancements are tested and incorporated into future migration playbooks.
• Build and maintain a working understanding of Salesforce Financial Services Cloud, including its data model, objects, relationships, and advisor workflows.
• Ensure migration requirements align with the target-state Salesforce platform and financial-services operating model.
• Partner with Salesforce technical teams on data-model and integration considerations.
• Provide practical support during migration cutovers and go-lives.
• Help advisors and internal teams resolve migration-related questions.
• Offer hands‑on “elbow support” as new teams transition to Signature Wealth.
• Occasionally assist with project delivery and management.

Skills

Product management

Data migration

Data mapping

ETL concepts

User stories

Agile / Jira

Stakeholder management

Salesforce FS Cloud

CRM migrations

Data quality

Governance

Migration testing

Acquisition integration

Requirements writing

Education

Bachelor's degree in Business Administration, Information Technology, Finance, or a related field

Tools

Jira

Job description

HighTower is seeking a Technical Product Manager for Salesforce Data Migration and Platform Integrations to own and improve internal capabilities used to migrate acquired RIAs onto the Signature Wealth platform.

This role treats migration processes, tooling, requirements, and operating models as an internal product to create reusable Jira stories, better tools, and a scalable path for future migrations.