Job Title: Sr. Product Manager
Work Location: Irvine, CA - 3 days a week onsite
Long Term Contract
If you find this opportunity suitable, kindly share your updated resume. Also, please let me know a good time to connect with you for a quick discussion.
Looking forward to hearing from you!
Job Description
We are looking for a hands-on Product Manager to translate client's sales enablement vision into buildable functional requirements, data definitions, prioritized backlog, and delivery increments.
The role will work across client's business stakeholders, experience design, architecture/data teams, and technology delivery partners to ensure functional decisions are clear, actionable, and aligned to business outcomes.
Key Responsibilities
- Translate experience vision into functional requirements, process flows, user stories, and acceptance criteria.
- Own and prioritize the product backlog, release plan, PI planning, and increment definition.
- Define functional data requirements and support the Financial Services Cloud data model, including entities, relationships, hierarchies, entitlements, and data quality needs.
- Partner with business and data teams to define signal taxonomy, prioritization, and freshness rules for sales users.
- Work closely with experience/design teams to validate functional assumptions through prototyping and representative data.
- Bridge business, design, architecture, data, and engineering teams to resolve dependencies and drive decisions.
- Define measurable product outcomes across adoption, productivity, quality, and business value.
- Support delivery across Advisor and Institutional sales experiences in a regulated financial-services environment.
Required Experience
- 8+ years of Product Management / Functional Product experience, preferably in Asset or Wealth Management.
- Strong understanding of asset management distribution and sales enablement journeys, including lead management, client 360, account hierarchies, engagement, pipeline, and reporting.
- Hands-on experience with Salesforce Financial Services Cloud (FSC), including standard/custom objects, workflows, permissions, and platform capabilities.
- Strong experience in functional and logical data modelling, entity definition, MDM concepts, data quality, lineage, and entitlements.
- Proven ability to translate business needs into epics, features, user stories, acceptance criteria, and release plans.
- Experience working within Agile / SAFe delivery models, including PI planning and functional acceptance.
- Ability to work effectively with senior business stakeholders, architects, designers, data teams, and engineering partners.
Preferred
- Salesforce Data Cloud / Data 360 and Agentforce experience.
- Exposure to AI-enabled or agentic solutions within financial services.
- Experience with headless/composable architectures and reusable services across multiple channels.
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