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About the Role
IEQ Capital is seeking a highly driven Platform Product Manager to join our Platform Team. This role operates at the intersection of business, product, operations, and engineering, acting as the product owner and execution lead for their domain.
Responsibilities
- Own Platform Initiatives End-to-End
- Evaluate new ideas and requests from business stakeholders
- Clarify problems before jumping to solutions
- Define requirements with clear and measurable business outcomes
- Translate needs into executable user stories with acceptance criteria
- Manage initiatives from discovery through release and adoption
- Drive post-launch feedback and iteration
- Own Domain Roadmap & Backlog
- Maintain a clear domain roadmap and clean, prioritized backlog, aligning priorities with the Head of Platform
- Balance quick wins with long-term structural improvements
- Run backlog grooming with developers
- Ensure user stories are properly scoped for delivery and updated regularly
- Track delivery progress and unblock issues quickly
- Partner with Developers & Admins
- Translate business requirements into technical-ready work
- Align on scope before delivery commitments
- Hold developers accountable to delivery hygiene
- Manage trade-offs between speed and sustainability
- Think structurally and understand system constraints
- Drive Cross-Functional Coordination
- Align and coordinate stakeholders across all departments
- Manage competing priorities transparently
- Run project working sessions
- Identify downstream impacts across systems
- Ensure handoffs between teams are documented and repeatable
- Adoption, Training & Continuous Improvement
- Create documentation and process maps
- Run training sessions when new functionality launches
- Gather structured user feedback
- Identify workflow breakdowns or adoption gaps
- Propose iterative improvements
Requirements
- 4+ years of experience in Product Management, or in financial services or wealth management with demonstrated ownership of business systems, workflows, or technology initiatives
- Experience working with CRM systems
- Strong ability to translate business needs into clear business and system requirements
- Proven track record of driving initiatives across multiple stakeholders
- Strong executive communication skills
- Familiarity with APIs, integrations, and data flows
- Experience acting as a product owner
- Exposure to workflow automation tools or low-code platforms
- Experience operating in software delivery environments
- Structured thinker who brings clarity to ambiguity
- Naturally proactive
- Comfortable pushing for accountability
- Systems-oriented (thinks upstream and downstream)
- Comfortable with executive stakeholders
- Low ego, high ownership
- Strong written communicator
- Bias toward simplification
- Leads with curiosity
- Always learning
- No task is too small mindset
Skills
- Product Management
- Financial services
- Wealth management
- CRM systems
- Business requirements
- System requirements
- Stakeholder management
- Executive communication
- APIs
- Integrations
- Data flows
- Product owner
- Workflow automation
- Low-code platforms
- Software delivery
- Structured thinking
- Proactiveness
- Accountability
- Systems thinking
- Written communication
- Simplification
- Curiosity
- Continuous learning
Work Type
- Hybrid
Experience Level
- 4+ years of experience
Salary/Compensations
- $110,000 - $150,000
About the Company
- IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management.
- Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients.
- We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first.
- We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.