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About the Role

We are seeking a Product Manager to join our Technology PMO team, working directly with the CTO to drive the road mapping, prioritization, and execution of our internal software development pipeline. This role is essential to ensuring our technology organization delivers reliable, predictable outcomes that enable our colleagues across the firm to better serve our clients. As Product Manager, you'll be the critical bridge between business vision and technical execution, working on diverse projects spanning Data Engineering, Salesforce Development, Portfolio Reporting automation and complex cross-functional initiatives. You'll collaborate directly with stakeholders, including senior leadership, to translate strategic objectives into actionable development work, while ensuring our development teams have clear direction and well-crafted user stories to execute against. This is a hands-on role focused on making sprints run smoothly. You'll be responsible for refining business requests into executable development items and maintaining clear communication channels between our development teams and business stakeholders regarding project timelines and releases.

Responsibilities

• Work directly with the CTO and senior leadership to develop and maintain technology roadmaps that align with business objectives and strategic initiatives.
• Lead hands-on sprint planning, refinement, and execution activities with our growing 10-person development team, ensuring consistent delivery velocity and predictable outcomes.
• Act as the primary liaison between business stakeholders and development teams, translating complex business requirements into clear, actionable user stories and acceptance criteria.
• Manage and coordinate projects that span multiple technology domains including 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, ensuring development teams always have clear priorities.
• Work closely with business stakeholders to gather, analyze, and refine requirements, ensuring all development work has clear business justification and measurable outcomes.
• Manage release planning and communication, ensuring stakeholders are informed of delivery timelines and that releases meet business expectations.
• Continuously improve agile processes and practices to enhance team productivity, delivery predictability, and stakeholder satisfaction.
• Collaborate with development teams to 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

• 3-7+ years of experience as a Product Owner or Product Manager in a technology environment
• Salesforce platform familiarity is required - understanding of Salesforce customization, development processes, and integration capabilities
• Financial services industry experience required - 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
• 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 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.

Skills

• Salesforce customization
• Salesforce development processes
• Salesforce integration capabilities
• Agile methodologies
• Sprint management
• Data engineering
• Software development
• Business operations
• Project management
• Collaboration tools
• Asana
• Confluence
• Communication
• Organization
• Analytical skills
• Problem-solving skills

Location

• U.S.

Work Type

• Full-time

Experience Level

• 3-7+ years

Salary/Compensations

• $150,000 - $200,000

Benefits

• 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

About the Company

• Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
• Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities.
• Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.
• Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country.
• Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
• At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us.
• We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
• The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.
• We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

Equal Opportunity

• Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
• We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
• We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
• Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com.