Product Manager, Platform Manager

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $95k - $206k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

✅ Product Manager

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Serve as the internal product owner for the institutional technology stack, including Salesforce, participant education tools, and referral management platforms • Maintain platform roadmaps in alignment with business objectives across retirement and wealth divisions • Establish and enforce data governance, user provisioning, and access controls • Oversee the platform governance model, including change management, release cycles, and stakeholder approvals • Lead the configuration, customization, and adoption of Salesforce for the Institutional team, including objects, workflows, dashboards, and integrations • Design and refine CRM workflows that support retirement plan relationships, advisor activities, referral events, and pipeline progression • Collaborate with plan sponsors and consultants to boost platform adoption and engagement • Ensure content remains current, compliant, and supports transitions from retirement savings to wealth management • Drive platform adoption for RPCs, wealth advisors, and operations staff through training, documentation, and support • Manage vendor relationships, contracts, and renewals for the institutional platform portfolio

🎯 Requirements

• 5–8 years in product/platform management or technology operations, ideally in financial services, wealth management, or retirement • Direct experience with Salesforce (admin certification preferred) and ability to configure the system • Demonstrated success leading cross-functional platform initiatives and driving adoption • Strong understanding of retirement plan ecosystems (recordkeepers, TPAs, plan sponsors) and wealth management referral dynamics • Familiarity with participant education or financial wellness platforms • Experience optimizing referral workflows from retirement to wealth channels • Background collaborating with compliance/legal on platform content and data governance • Exposure to API integrations and data pipelines (engineering background not required)

🏖️ Benefits

• Health insurance • 401(k) matching • Flexibility with work arrangements • Professional development opportunities • Bonus potential