Solutions Product Manager - Agentforce Operations for Financial Services
$148.5k - $223.9kSalesforce
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategoryProductJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.The Solutions Product Manager is responsible for designing, implementing, and optimizing automated business process solutions ("Blueprints") using the platform's existing capabilities.This role is hands-on and execution-focused, partnering closely with customer-facing teams and AI agents to transform manual processes into automated workflows.Unlike a traditional PM responsible for product feature development, this role focuses on blueprint creation, process improvement, and identifying automation opportunities, while providing structured feedback to Product.Responsibilities:Partner with customer-facing team leaders to map and analyze customer requirements for new solutionsIdentify operational inefficiencies, manual processes, and automation opportunities for each solutionBuild solution blueprints and workflow automations using current platform featuresWork directly with AI agents and prompting tools to design automated solutionsValidate, test, and iterate blueprints for accuracy, consistency and performanceDocument solution architecture, demonstrations, and implementation guidelinesProvide detailed feedback to Product Managers regarding feature gaps and enhancements needed to support solution scalabilitySupport rollout and enablement of blueprint solutions across teams and customersQualifications:5+ years of experience in Financial Services (e.g., Banking, Insurance, Asset Management, Lending, or FinTech)Familiarity with financial operations, compliance, or risk-related processes (e.g., onboarding, audits, claims, or payments)Experience in Product Management, Process Automation, Business Analysis, or Solutions ConsultingStrong understanding of business workflow mapping, process modeling, and process improvement methodologiesProven experience translating business requirements into structured automated workflows or solutionsHands-on technical experience with automation tools, workflow builders, AI prompting, or low/no-code platformsExcellent communication and collaboration skills across both technical and non-technical audiencesAnalytical mindset with ability to measure solution impact through dataPreferred Qualifications:Experience in SaaS, AI automation, contact center operations, or customer experience technologyExperience with prompt design or agent-based automation solutionsFamiliarity with feature prioritization and product feedback processesUnderstanding of regulatory or compliance frameworks (e.g., SOX, KYC/AML, audits, or third-party risk)Unleash Your PotentialWhen you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.AccommodationsIf you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.Posting StatementSalesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $148,500 - $223,900 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $178,900 - $246,000 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.SummaryLocation: New York - New York; California - Irvine; Illinois - ChicagoType: Full time
$115k - $225k
...is a leading global financial services firm providing a wide... ..., securities, wealth management and investment management... .... A leader in custom solutions for more than 30... ...time. Solutions are products, services, or systems... ...capture and tracktarget operating model (business, operations...SuggestedContract workTemporary workWork at officeLocal areaRemote workWorldwide3 days per week- ...Description Build products that help... ...clients access lending solutions with confidence... ...P. Morgan Wealth Management (USWM) business... ...their long-term financial goals and is comprised... ...development and operating model expansion... ...Management services, client types, and...Suggested
$150k - $176k
...historic cultural and financial shift, keep reading... ...the rewards. The Operations Platform team’s... ...build scalable case management & investigation solutions that allow our operations... ...launches new products and expands into international... ...foundational services, policies, and...SuggestedWork at officeFlexible hoursShift work3 days per week$175k - $225k
...00+ lawyers in key financial centers around the... ...jurisdictions with asset managers, private equity and... ...a strategic, product-minded AI Product Solutions Manager to support... ...improvement across Business Services. This role will... ...strategy, operations - preferably within...Suggested- ...thinking skills, and operational excellence across product lines.As a Product... ...Operations Manager in Digital Comminications... ...consisting of controls, financials, and resourcing... ...leading financial services firm, helping nearly... ...cities grow, delivering solutions to solve all their...SuggestedShift work
$127k - $250k
...Senior Product Manager – Developer Experience (New York, NY) At BNY, a leading global financial services company, we harness cutting‑edge AI and breakthrough technologies to transform... ...practices and drive transformative solutions that redefine industries and uplift communities...Temporary workWork experience placementWorldwideFlexible hours$140k - $295k
Product Manager: Buy-Side Operations and Asset Servicing Location New York Business Area Product Ref #... ...comprehensive and integrated enterprise solutions help buy-side firms generate... ...in buy-side asset management or financial technology Strong understanding...Temporary workFor contractorsWork experience placementWork at office$99k - $232k
...SummaryThe OpportunityAs an AI P&C Insurance Operations Solutions Architect, Manager, you will specialize in consulting services for a variety of insurance solutions,... ...with clients and stakeholders to maintain productive relationships- Upholding professional and technical...Full timeTemporary workH1b$120k - $200k
Team: Product Management & AlliancesCity: New York CityState: NY Veeva Systems... ...Manager for Veeva Clinical Operations will own the product... ...and delivering innovative solutions that unify clinical systems... ...Consultants, Professional Services and Support Teams through written...Work at officeLocal areaRemote workWork from home3 days per week$169k - $228.6k
AWS is seeking a Customer Solutions Manager (CSM) to join our Global Financial Services (GFS) team to work with a leading global... ...large enterprises with global operations, operating as multi-layered... ...strategically about business, products, and delivery challenges, with...Work at officeFlexible hoursDay shift- ...A dynamic financial services company is seeking a Program Manager to improve member dispute experiences while enhancing operational efficiency. This remote role involves guiding strategic initiatives... ...at least 6 years of experience in product operations and proficiency in SQL...Remote work
$99k - $232k
...Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description &... ...OpportunityAs an Automated Reporting Solutions - Manager, you will specialize in enhancing... ...the efficiency and effectiveness of financial operations within organizations. You will...Full timeH1b$196.35k - $292.6k
...AI-Native Product Management Role This role partners with leaders across NetApp to apply AI... ...augment the work, build and pilot the solution, and partner with the team to make the... ...relationship with the leader and the operators who do the work today. Conduct working...Local areaImmediate start- ...build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries.... ...are, join our team.KPMG is currently seeking a Technical Product Manager - AI Product Operations to join our Audit Technology Alliance organization....H1bLocal area
$150k - $180k
...800+ lawyers in key financial centers around the world... ...with asset managers, private equity and venture... ...redefining companies.The Product Solutions Manager, Marketing &... ...firm, professional services, or complex enterprise... ..., user guidance, and operational handoff materials remain...$90k - $125k
...ManagementRole: Asset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, AnalystAbout... ...allowing them to self-service throughout the client... ...analytics and operational processes. Product managers... ..., computer science, financial engineering, or other...Full timeContract workTemporary workPart time- ...purpose-built for professional and financial services firms — and it sits at the center of how our products come together into a cohesive... .... As a Senior Product Manager for Celeste, you'll own meaningful... ...product argument.Comfortable operating in ambiguity; you drive to...Full timeLocal areaFlexible hours
- ...execution-oriented Senior Product Manager (Director / Senior... ...viable, market-ready solutions. Working closely with... ..., and digital servicing workflows. Lead the incubation... ..., business cases, operating models, and... ...in the securities or financial services industry is...Work experience placementWorldwideFlexible hours
$163.6k - $245.4k
...: New York, New York, United StatesSalary: $163,600.00 - $245,400.00Category: Product Management and Development, Professional, ServicesCompany: CitiEmbedded banking moves financial services inside the platforms clients already live in, such as their ERP. Citi builds and...Full timeLive in- ...Type AnnuallyIndustry Asset Management;Wealth ManagementSelling Points... ...projects at a dynamic financial services organization. Collaborate with... ...alternative investments and fund operations.Job DescriptionProduct Manager Overview The Product Manager will lead operational...
- As a leading financial services and healthcare technology company based... ...Job DescriptionJob Title: Product Manager Location: New York, NY or... ...rapidly growing Distribution Solutions business, across its... ...impact of decisions while operating effectively at a tactical...Ongoing contractFull timeTraineeshipFlexible hours
$134.7k - $168.37k
...with intuitive spend management, bill pay, and travel... ...finance teams to accelerate operations, gain real-time... ...automation and world-class service eliminate manual... ...activation, we translate product value into business results... ..., propose long-term solutions, and operationalize...Work at officeRemote workWork from home- ...Payment Experiences and Services team manages multiple products and services that enable... ...resilient, and innovative solutions that power the future of... ...Product, Technology, Operations, Servicing, Legal, and Compliance... ...product management, financial services, technology, or...Work visa
$160k - $225k
...Clear Street is a diversified financial services firm replacing the legacy... ...By combining highly-skilled product and engineering talent with... ...tightly with Trading, Risk, Operations, and Technology.The role requires... .... You will initially manage one existing analyst while building...Work at office$163.6k - $245.4k
...$245,400.00Category: Product Management and Development, Professional... ...and treasury solutions. In this role, you will... ...will sit within the Services organization, working... ...product, technology, operations, and client coverage... ...within large, matrixed financial institutions across...Full timeWork at officeRemote work$180k - $200k
New YorkLab49 - Product and Delivery /Full-time /On-siteLab49 seeks a dynamic Product Manager to spearhead transformative projects across the Financial Services sector for our elite clients. In this pivotal... ..., deliver high-impact solutions in a cross-functional agile...Full time- ...DescriptionBusiness Analyst - Wealth Management & Trust, Infosys... ...of a world-class product management team which... ...and come up with solutions, often creative and... ...Infosys Consulting's Financial Services Practice is seeking... ...action itemsReimage Operations Users Experience to create...Full timeTemporary workWork experience placement
$115k - $270k
...investment and advisory services for some of the... ..., foundations, financial advisors, and... ...markets offering products and services.Advisors... ...suite of digital solutions to help our... ...The Asset & Wealth Management Strategic Transformation... ...to optimize our operating platform. This...Full timeTemporary workPart timeWork at office- ...security, where your product leadership and technical... ...President,Product Manager Identity in the Identity... ...to build scalable solutions that improve data trust... ..., metrics, and operational insightsEstablish and... ...postingChase is a leading financial services firm, helping nearly...Work visa
$104k - $228k
...success. As a leading global financial services company at the heart of... ...clients, driving transformative solutions that redefine industries... ...Vice President, Payments Product Manager to join our Global... ...partners with Client Service, Operations and Technology to resolve,...Temporary workWork experience placementWorldwideFlexible hours
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