Product Owner, Salesforce

Role Summary

The B2B Salesforce Product team is seeking a Salesforce Product Owner to lead one of its skilled agile squads driving the platform strategy. CRM is a critical component of the multi-year transformational agenda for our Wealth Strategy and International Growth Initiative, and the Salesforce platform is uniquely positioned within Global Sales Management, serving multiple business units and associates worldwide. The Product Owner will own the squad road map and drive quarterly planning across squads to ensure alignment and resourcing allocation. The Product Owner executes on product strategy and gathers and organizes product/services requirements and prioritizes or contributes to prioritization of product road map and approach to delivery and plan for adoption by business teams . Through business knowledge, provides guidance to internal and/or external clients on optimizing their use of enablement platforms and tools, the PO Leverages insights gained from client interactions to recommend enhanced processes, reports, tools, etc., for improving effectiveness. They will take the lead in conceptualizing and developing enhancements and advise business management on recommended priorities.

Responsibilities:

• Product Ownership — Partners with various teams such as business teams, legal, compliance, finance, and design to ensure that solutions are compliant, client-centric, and in line with brand standards. May own product(s) from end to end. Establishes or heavily contributes to road map for assigned product(s). Removes impediments and facilitates decisions both inside and outside the core team to ensure a successful product delivery. Elevates product-related issues that cannot be resolved to senior product owner or management for resolution assistance; elevates key product decisions to senior management. The product owner sets the direction for the product and prioritizes what will be included in the business case and each release. Prioritizes and manages backlog work.
• Achieves Business Results —Oversees a crossfunctional team, which could include marketing, technology, and design associates. Ensures products meet and/or exceed standards for business performance, client satisfaction, compliance, and operational efficiency by closely monitoring, analyzing, and interpreting the metrics to assess the performance of products against key performance indicators (such as sales, new accounts, lead and referral generation, etc.). Develops and implements strategies and tactics to meet the desired business objectives for assigned product.
• Coaching and Mentoring —Supports leadership team in the onboarding, training, and ongoing coaching of product analysts. Recognizes associates as appropriate and, at times, may provide constructive feedback in support of individual development goals. May also coach a cross-functional Agile team if serving in a product owner capacity.
• Product Release Coordination —Plans with other key team roles as well as product owners who are part of other teams, if necessary, to ensure a strategic, complementary release schedule. The product owner also helps to identify necessary operational changes stemming from a release and is co-responsible for defining reusable solutions/shared components.

Qualifications:

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for remote work up to two days a week.