Product Manager

Cerity Partners

. Build and ship solutions with real complexity and scale to tens of thousands of clients .

Posted 9/29/2026full-timeUnited StatesSeniorLead💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex technology projects within the financial services industry, leveraging Agile methodologies and Salesforce platform capabilities to drive product development and stakeholder engagement.

Highest-signal resume keywords

Product ManagementSalesforce CustomizationAgile MethodologiesStakeholder ManagementProject Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Product Owner ExperienceTechnical SpecificationsUser Story DevelopmentData EngineeringSystem Integration

Soft Skills

Analytical SkillsProblem-Solving SkillsCommunication SkillsOrganizational SkillsGrowth Mindset

Tools & Technologies

AsanaConfluence

Industry Keywords

Financial ServicesWealth ManagementInvestment AdvisoryTechnology RoadmapsAgile Processes

About the role

Key responsibilities & impact

Build and ship solutions with real complexity and scale to tens of thousands of clients
Make foundational decisions about architecture, design, systems, data, product, and business strategy
Work directly with the CTO and senior leadership to develop and maintain technology roadmaps aligned with business objectives and strategic initiatives
Lead hands-on sprint planning, refinement, and execution with a 10-person development team
Act as the primary liaison between business stakeholders and development teams
Translate complex business requirements into clear, actionable user stories and acceptance criteria
Manage and coordinate projects spanning data engineering pipelines, Salesforce customizations, system integrations, and internal tooling development
Maintain and prioritize the product backlog based on business value, technical dependencies, and strategic alignment
Gather, analyze, and refine requirements with business stakeholders
Manage release planning and communication
Continuously improve agile processes and practices
Define acceptance criteria and ensure delivered solutions meet business requirements and quality standards
Provide regular updates to leadership and business stakeholders on project progress, timeline adjustments, and delivery milestones

Requirements

What you’ll need

7+ years of experience as a Product Owner or Product Manager in a technology environment
Salesforce platform familiarity is required, including understanding of Salesforce customization, development processes, and integration capabilities
Financial services industry experience required, including understanding of wealth management, investment advisory, or related financial services operations
Proven track record of managing complex, multi-domain technology projects with predictable delivery outcomes
Strong experience with Agile methodologies and sprint management practices
Experience working with cross-functional teams including data engineering, software development, and business operations
Demonstrated ability to translate business requirements into technical specifications and user stories
Demonstrated ability to operate in ambiguity and build 0-to-1 products from first principles rather than established processes
Excellent stakeholder management skills with experience presenting to senior leadership
Strong analytical and problem-solving skills with acute attention to detail
Experience with project management and collaboration tools; familiarity with Asana and Confluence is a plus
Exceptional communication and organizational skills with ability to manage multiple competing priorities
Proven ability to work independently while collaborating effectively with geographically distributed teams
Growth mindset with willingness to learn new technologies and adapt to evolving business needs
Applicants must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits