Senior Associate, Product Manager

This is an active role that requires, but is not limited to: Conducting requirements discovery Writing functional specifications Designing and facilitating vendor integrations Designing complex workflows and workflow systems Creating user experiences to delight our stakeholders As a Senior Associate, you will also: Help drive the strategic direction of our platforms Design and conduct prioritization processes Coordinate cross-team stakeholder engagement An extensive Salesforce CRM deployment is a core part of our platform, and you must have experience in designing CRM experience and workflows for the wealth management or finance industry. Other pieces of our tech stack include our data platform, business intelligence tooling, bespoke cloud applications and web portal. About You Optimistic, energetic and a good communicator Enjoy working in a fast-paced environment where you can improve products & workflows that are critical to our firm’s operations Strong understanding of the RIA and wealth management industry Have an entrepreneurial mindset, combining strategic thinking with the technical knowledge needed to design and build robust, flexible systems Proven track record of success that others can attest to Qualifications Degree in a related field such as business, computer science, or engineering 5-10 years of experience designing for RIA or wealth management platforms 2+ years of experience designing for the Salesforce ecosystem Proven ability to manage multiple initiatives simultaneously Experience owning backlogs, prioritization processes and scrums Understanding of software development processes and technologies Additional Desirable Qualities and Experience Experience with data platforms that include feeds, ETL & integration Experience with analytics and the business intelligence ecosystem Interest in AI: i.e., thoughtful consideration of the emerging AI landscape and how it affects building product Familiarity with financial custodians such as Fidelity & Schwab Compensation & Benefits Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $125,000 - $150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Our benefits package includes: Medical, dental & vision insurance – 100% of premium covered for employees 401k participation with employer contribution Generous paid time off Commuter benefits program (pre-paid tax dollars towards your commute) Fitness Reimbursement Annual Professional Development Stipend

Salary : $125,000 - $150,000