Digital Platform Opportunity in Financial Services
Senior Salesforce Product Manager, Digital Solutions
Location(s):
2300 Windy Ridge Parkway, Atlanta, GA 30339
877 Executive Center Drive West, St. Petersburg, FL 33702
7755 Third Street North, Oakdale, MN 55128
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
Role Type: Full time
Salary: $120,000 - $136,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Summary:
Osaic’s Senior Product Managers are at the forefront of innovation, driving product vision, strategy, and execution to deliver exceptional customer experiences. As a Senior Salesforce Product Manager, you will serve as the primary business solution designer for Salesforce, owning end-to-end responsibility for developing and scaling products that align with business goals and delight customers. You will collaborate cross-functionally to bring ideas to life, analyze data, and influence key decisions at every level of the organization, delivering measurable value to our advisors, their teams, and their investor clients.
You think big, have a bias for action, and bring a proven history of delivering results. You thrive in dynamic, fast-paced environments and are ready to leverage Osaic’s resources to create customer experiences that surprise and delight financial professionals. You are passionate about customers and data, using market research, competitive analysis, and direct communication with customers to make informed decisions.
Responsibilities:
Define and communicate the product vision, strategy, and roadmap, ensuring alignment with business objectives and customer needs.
Lead the end-to-end product lifecycle from concept to launch, including ideation, requirements gathering, development, and post-launch optimization.
Collaborate with cross-functional teams, including business partners, engineering, design, marketing, and operations, to deliver high-quality products on time and within scope.
Conduct market research, competitive analysis, and customer feedback sessions to identify opportunities for product improvement and innovation.
Develop and analyze key performance metrics to measure product success, identify areas for improvement, and inform future strategy.
Present product updates, insights, and recommendations to senior leadership, influencing strategic decisions.
Act as the voice of the customer, championing their needs and ensuring products meet or exceed expectations.
Manage trade-offs between cost, schedule, and customer impact to deliver products that balance business objectives with technical feasibility.
Stay current on industry trends, emerging technologies, and market dynamics to drive continuous product innovation.
Education Requirements:
Master’s Degree is preferred, bachelor’s degree from an accredited university in business, engineering, or a related field is required.
Basic Requirements:
7+ years of experience in product management or related roles.
5+ years of experience with Salesforce including Sales, Service, and Financial Services Clouds.
Proven track record of delivering end-to-end product solutions in a fast-paced environment.
Strong analytical skills with the ability to leverage data to inform decisions and measure product success.
Exceptional verbal and written communication skills, with experience presenting to senior leadership.
Demonstrated ability to manage multiple priorities, navigate ambiguity, and deliver results.
Proficiency in product management tools and methodologies (e.g., Agile, Scrum, Kanban).
Preferred Requirements:
Financial services industry experience, specifically with independent broker/dealers and RIAs.
Expertise in technical concepts and the ability to work closely with engineering teams.
Proven ability to influence stakeholders across diverse teams and drive alignment.
Experience with customer research, usability testing, and user experience design.
Comfortable working with minimal supervision.
A servant leadership attitude, enabling you to provide guidance and direction to one or more scrum teams as well as thought leadership to stakeholders in your domain.
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What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
