Product Owner
TalentOla
Key Responsibilities
Own the Salesforce product vision and roadmap for US Institutional, Intermediary, and Retail channels.
Act as the primary liaison between business stakeholders, sales teams, operations, and technology.
Lead requirements gathering, prioritization, and backlog management.
Facilitate discussions with senior leaders to align on business priorities and platform enhancements.
Ensure Salesforce supports key business workflows across distribution, onboarding, client servicing, and reporting.
Drive adoption and continuous improvement of Salesforce across business teams.
Partner with cross-functional teams (Sales, Marketing, Operations, Technology, Compliance).
Translate business needs into clear user stories and acceptance criteria.
Oversee release planning, UAT coordination, and change management.
Monitor platform performance, user satisfaction, and business outcomes.
Represent the Salesforce product in governance forums and strategic planning sessions.
Required Experience & Skills
Asset Management Expertise
Deep understanding of US Intermediary, US Retail, and Institutional distribution channels.
Strong knowledge of asset management workflows, client lifecycle, and distribution models.
Ability to navigate complex business structures and regulatory considerations.
Product Ownership
7 12+ years of experience in Product Owner, Product Manager, or Business Lead roles.
Proven ability to manage senior stakeholders and drive consensus.
Experience owning roadmaps, backlogs, and cross-functional delivery.
Salesforce Knowledge
Strong functional understanding of Salesforce Sales Cloud.
Ability to translate business needs into Salesforce capabilities (non-technical).
Experience working with Salesforce admins, developers, and architects.
Leadership & Communication
able to influence senior executives.
Excellent communication, facilitation, and stakeholder management skills.
Strong analytical and prioritization skills.
Preferred Qualifications
Experience in asset management firms (e.g., BlackRock, Goldman Sachs, Morgan Stanley IM, JP Morgan AM).
Experience with Salesforce in financial services environments.
Experience with distribution, onboarding, CRM workflows, and client data models.
MBA or relevant advanced degree (preferred but not required).
Work Model
Must be based in New York
Hybrid: 3 days/week in office
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