Product Manager, Salesforce Financial Services Cloud

200 W Madison St, Chicago, IL 60606, USA

Posted Tuesday, December 2, 2025 at 6:00 AM

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision.

Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team

The Advisor Products and Enablement team drives the vision, strategy, and success of our products from concept to adoption. This team collaborates across departments to define product requirements, prioritize development efforts, and ensure alignment with business goals. In addition, they empower internal teams and advisor practices through product training, resources, and go-to-market enablement to ensure effective use and understanding of our solutions.

Together, they bridge innovation and execution to deliver impactful, scalable products that meet client and advisor needs.

What You’ll Do

As a Product Manager for Financial Services Cloud, you will be at the forefront of driving innovation in advisor and client engagement. You’ll serve as the bridge between business needs and technology solutions, ensuring that Salesforce is optimized as a strategic platform to support our wealth management practices. You will manage the product roadmap, from discovery to delivery, ensuring solutions enhance advisor productivity, elevate the client experience, and meet regulatory and compliance standards.

Acting as a relationship manager, and facilitator you will collaborate with stakeholders across business units to design, implement, and continuously improve Salesforce capabilities.

• Drive the Product Roadmap
  Own the Salesforce FSC product roadmap, aligning platform capabilities with advisor needs, business goals, and regulatory requirements.
• Partner Across the Business
  Collaborate with advisors, operations teams, compliance, and IT to capture requirements, translate them into user stories, and prioritize features that drive measurable impact.
• Enhance the Client & Advisor Experience
  Champion Salesforce as a CRM and client engagement hub, ensuring seamless integration with portfolio management, financial planning, and communication tools.
• Oversee Development & Delivery
  Manage the agile delivery process, working closely with Salesforce developers, admins, and integration partners to deliver releases on schedule.
• Ensure Data Integrity & Compliance
  Implement processes and features that maintain data quality, security, and compliance with wealth management regulations.
• Drive Adoption & Training
  Promote user adoption through targeted training, documentation, and ongoing feedback loops, ensuring advisors maximize Salesforce capabilities.
• Measure & Optimize
  Leverage analytics to evaluate feature performance, identify opportunities for enhancement, and iterate for continuous improvement.

What You’ll Bring

Education & Experience

• Bachelor’s degree in Business, Computer Science, Information Systems, Finance, or related field. MBA or Salesforce certifications (Administrator, Platform App Builder, Sales/Service Cloud) preferred.
• 3+ years of experience in wealth management, fintech, or digital product management, with at least 2 years focused on Salesforce platform management.

Industry & Platform Expertise

• Strong understanding of wealth management services, advisor workflows, and compliance requirements.
• Hands-on experience with Salesforce configuration, integrations, and App Exchange solutions.
• Strong understanding of artificial intelligence, machine learning, and their applications in operational settings.

Core Skills

• Agile project management and SDLC knowledge.
• Excellent communication skills with ability to bridge technical and non-technical stakeholders.
• Experience communicating complex technical concepts to a variety of audiences with ability to bridge…