175148 - Senior Manager Product Manager

Sumeru Solutions

  • Irvine, CA
  • 4 days ago

    Highlights

    Define functional data requirements and support the Financial Services Cloud data model , including entities, relationships, hierarchies, entitlements, and data quality needs. Strong understanding of asset management distribution and sales enablement journeys , including lead management, client 360, account hierarchies, engagement, pipeline, and reporting.

    Numbers & Facts

    LocationIrvine, CA

    Description

    Key Responsibilities

    • Translate experience vision into functional requirements, process flows, user stories, and acceptance criteria.
    • Own and prioritize the product backlog, release plan, PI planning, and increment definition.
    • Define functional data requirements and support the Financial Services Cloud data model, including entities, relationships, hierarchies, entitlements, and data quality needs.
    • Partner with business and data teams to define signal taxonomy, prioritization, and freshness rules for sales users.
    • Work closely with experience/design teams to validate functional assumptions through prototyping and representative data.
    • Bridge business, design, architecture, data, and engineering teams to resolve dependencies and drive decisions.
    • Define measurable product outcomes across adoption, productivity, quality, and business value.
    • Support delivery across Advisor and Institutional sales experiences in a regulated financial-services environment.

    Required Experience

    • 8+ years of Product Management / Functional Product experience, preferably in Asset or Wealth Management.
    • Strong understanding of asset management distribution and sales enablement journeys, including lead management, client 360, account hierarchies, engagement, pipeline, and reporting.
    • Hands-on experience with Salesforce Financial Services Cloud (FSC), including standard/custom objects, workflows, permissions, and platform capabilities.
    • Strong experience in functional and logical data modelling, entity definition, MDM concepts, data quality, lineage, and entitlements.
    • Proven ability to translate business needs into epics, features, user stories, acceptance criteria, and release plans.
    • Experience working within Agile / SAFe delivery models, including PI planning and functional acceptance.
    • Ability to work effectively with senior business stakeholders, architects, designers, data teams, and engineering partners.

    Preferred

    • Salesforce Data Cloud / Data 360 and Agentforce experience.
    • Exposure to AI-enabled or agentic solutions within financial services.
    • Experience with headless/composable architectures and reusable services across multiple channels.

    Experience delivering products where data architecture and quality are still evolving.

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