C4 Technical Services

Product Manager - Salesforce and Broker Dealer

Location: Prefer MN but open to National (travel required to MN 3-4 times annually)

Job Functions

1. Product Innovation – Develop, Own, and Execute the Product Roadmap

• Builds consensus with senior leadership regarding the strategy for the product; develops and communicates a clear strategic vision; creates the product roadmap, features, and user stories at a detailed level 
• Evaluate and document business process and technology solutions to complex business problems
• Translates product roadmap features into well-defined product requirements including features, user stories, and acceptance test criteria
• Conduct stakeholder interviews to understand requirements
• Reduce cycle time to delivery and improve cost to value for development activities
• Lead deployment activities to drive understanding and adoption of solutions
• Monitor product performance post-launch, analyzing key metrics and KPIs to assess success and identify areas for improvement

2. Agile product team – Lead and support proactive adoption of agile process

• Lead agile ceremonies such as sprint planning, scrum, demos, and retrospectives
• Drive cultural change by championing an agile mindset 
• Evaluate and provide feedback on agile adoption within the team and organization
• Facilitate cross-functional communication to eliminate knowledge gaps
• Mentor members of product team

3. Business Leaders and Teams – Build subject matter expertise in diverse set of solutions

• Build relationships with stakeholders from business lines, Advisor Teams, Advisor Services, Advisor Team Operations, Operations, Central Services, and Back Office Teams.
• Partner Executive Leadership Team to prioritize the needs of our end users while creating a cohesive strategy for our suite of technology solutions.
• Partner with LOB Managers to improve operational processes and improve end user experience with enterprise employee support
• Collaborate with business subject matter experts and develop scope and business clarity necessary to deliver on strategic outcomes
• Improve end user satisfaction with employee support tools and support operations.

Education/Skill Requirements

• Bachelor's degree in business; finance, economics, technology or related 
• 5+ years in Financial Services or equivalent experience
• 5+ years Independent Broker Dealer operating model experience
• 5+ years Independent Broker Dealer technology solution (xyz solution from Fidelity NFS) experience 
• 7+ years BA, Development, or other related technology experience preferred
• Experience with Agile development preferred
• Superior verbal and written communication skills
• Proficient with Microsoft Office Suite or related software
• Salesforce experience required 
• Familiarity with Jira preferred

#DICE

cschulz@c4techservices.com