Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
Our mission is to enhance lives and legacies.
Senior Associate, Product Manager
San Francisco, California
We are looking for an exceptional Senior Associate, Product Manager in our San Francisco office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.
The Senior Associate, Product Manager role will report directly to the Chief Technology Officer (CTO) and will be responsible for the design and delivery of feature sets for our internal advisor technology platform.
Your Role
This is an active role that requires, but is not limited to:
- Conducting requirements discovery
- Designing workflows, feature sets and tools
- Writing functional specifications, training documents and procedures
- Facilitating vendor integrations
- Creating excellent user experiences
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 experiences or workflows for the wealth management or finance industry. Other pieces of our tech stack include our data platform, business intelligence tooling, and cloud applications.
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, finance, computer science, or engineering
- 3+ years of experience designing for RIA or wealth management platforms
- 2+ years of experience designing workflows or process within the Salesforce ecosystem
- Proven ability to manage multiple initiatives simultaneously
- Experience owning backlogs, prioritization processes and scrums
Additional Desirable Qualities and Experience
- Experience with data platforms that include data feed & 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
We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice
Jordan Park is an SEC-registered investment adviser (RIA).
Top Skills
What We Do
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
Our mission is to enhance lives and legacies
