Product Manager

You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Consumer and community banking, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
Develops a product strategy and product vision that delivers value to customers
Drive a multi-year product vision, strategy, and roadmap across advisor and client service job families, aligning sequencing to business priorities, delivery capacity, and stakeholder trade-offs.
Lead end-to-end discovery and requirements for workflow and desktop experience enhancements, translating research into clear user stories and acceptance criteria through production rollout.
Partner with Design across the full design lifecycle to deliver intuitive, compliant, operationally durable solutions with strong traceability from problem statement to released capability.
Collaborate with Technology in an Agile model to manage the backlog, run refinement, support sprint execution, and drive readiness for pilots and broad release.
Establish delivery governance to proactively manage milestones, dependencies, risks, bottlenecks, and inefficiencies, resolving issues early to protect outcomes.
Define and track KPIs for adoption, workflow efficiency, and service outcomes to drive prioritization and continuous improvement; monitor emerging AI and CRM trends and propose responsible applications
Required qualifications, capabilities, and skills
5+ years of experience or equivalent expertise in product management or a relevant domain area
Experience in financial services or a closely related field, financial planning, asset management, or digital banking.
Experience within the Salesforce ecosystem (for example, Sales Cloud, Service Cloud, Financial Services Cloud, CRM Analytics, Marketing Cloud, Lightning Scheduler, or comparable capabilities).
Experience working in an Agile development framework; JIRA experience required.
Demonstrated ability to develop and manage product strategy and roadmap across a large, diverse organization, aligning stakeholders to a coherent set of priorities.
Proven delivery experience across multiple workstreams with varying timelines, priorities, and dependencies, resulting in successful launches and measurable outcomes.
Strong prioritization discipline, including comfort making trade-offs and saying “no” when required, with transparent decision-making.
Strong influencing, consensus-building, and communication skills, with the ability to work independently, problem-solve with limited oversight, and maintain composure in high-intensity environments.
Preferred qualifications, capabilities, and skills
Demonstrated prior experience working in a highly matrixed, complex organization
Experience delivering advisor, client service, or operations platforms where workflow efficiency, compliance, and service quality are core value drivers.
Experience operating in large, matrixed organizations with demonstrated effectiveness partnering across regions and time zones, including structured stakeholder management and executive-ready communication.
Experience supporting product discovery and delivery for CRM capabilities that integrate across channels and downstream systems, with strong attention to operational readiness and control requirements.
Familiarity with applying AI-enabled capabilities to CRM and servicing workflows, with a focus on responsible use, measurable productivity gains, and improved client outcomes.