Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.

Senior Associate, Product Manager
San Francisco, California

We are looking for an exceptional Senior Associate, Product Manager in our San Francisco office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.

The Senior Associate, Product Manager role will report directly to the Chief Technology Officer (CTO) and will be responsible for the design and delivery of feature sets for our internal advisor technology platform.

Your Role

This is an active role that requires, but is not limited to:

Conducting requirements discovery
Writing functional specifications
Designing and facilitating vendor integrations
Designing complex workflows and workflow systems
Creating user experiences to delight our stakeholders

As a Senior Associate, you will also:

Help drive the strategic direction of our platforms
Design and conduct prioritization processes
Coordinate cross-team stakeholder engagement

An extensive Salesforce CRM deployment is a core part of our platform, and you must have experience in designing CRM experience and workflows for the wealth management or finance industry. Other pieces of our tech stack include our data platform, business intelligence tooling, bespoke cloud applications and web portal.

About You

Optimistic, energetic and a good communicator
Enjoy working in a fast-paced environment where you can improve products & workflows that are critical to our firm’s operations
Strong understanding of the RIA and wealth management industry
Have an entrepreneurial mindset, combining strategic thinking with the technical knowledge needed to design and build robust, flexible systems
Proven track record of success that others can attest to

Qualifications

Degree in a related field such as business, computer science, or engineering
5-10 years of experience designing for RIA or wealth management platforms
2+ years of experience designing for the Salesforce ecosystem
Proven ability to manage multiple initiatives simultaneously
Experience owning backlogs, prioritization processes and scrums
Understanding of software development processes and technologies

Additional Desirable Qualities and Experience

Experience with data platforms that include feeds, ETL & integration
Experience with analytics and the business intelligence ecosystem
Interest in AI: i.e., thoughtful consideration of the emerging AI landscape and how it affects building product
Familiarity with financial custodians such as Fidelity & Schwab

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $125,000 - $150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes:

Medical, dental & vision insurance – 100% of premium covered for employees
401k participation with employer contribution
Generous paid time off
Commuter benefits program (pre-paid tax dollars towards your commute)
Fitness Reimbursement
Annual Professional Development and Mindfulness Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA).

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Senior Associate, Product Manager - SF

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