Salesforce Product Manager (Wealth Management)

Location: Kansas City, Missouri, United States; onsite role. Must be eligible to work in the US without sponsorship now or in the future.

Annual salary: $105,000–$123,500, plus eligibility for performance-based incentive compensation.

Company

Financial services organization providing wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration.

What you will do

• Partner with business line leaders to define and execute Salesforce strategic business initiatives.
• Evaluate current offerings and opportunities for new products, systems, and features, making recommendations aligned with strategic direction.
• Create product visions, implementation timelines, business cases, prioritization plans, and business roadmaps.
• Communicate roadmap vision and status to senior leaders and stakeholders.
• Serve as the primary decision-maker across participating teams and lead cross-functional execution.
• Lead vendor and technology partner relationships, support product marketing, guide training development, and oversee transition to product support teams.

Requirements

• Bachelor’s degree in Business or an equivalent combination of education and experience.
• At least 2 years of experience in Product Management, Program Management, or a similar capacity.
• Proficiency in product infrastructure and relevant legal and regulatory requirements.
• Hands-on experience in Product Management and Program Management.
• Excellent relationship management, written, verbal, and interpersonal communication skills.
• Ability to resolve problems, drive process improvements, set goals, monitor results, and lead multiple priority projects autonomously.
• Proven ability to build and lead projects involving diverse disciplines and backgrounds, with strong business acumen and sound decision-making.
• Intermediate knowledge of Microsoft Excel, Word, and Outlook; organized, adaptable, resilient, and attentive to detail.

Nice to have

• At least 2 years of experience leading a cross-functional team.
• At least 2 years of experience with financial products and systems.
• At least 2 years of experience with Salesforce products and implementations.

Culture & Benefits

• Employer-sponsored health, dental, and vision insurance.
• 401(k), life insurance, paid vacation, and paid personal time.
• Career development and education assistance.
• Voluntary supplemental benefits and performance-based incentive opportunities.
• Culture focused on community impact, professional growth, learning, and relationship building.