Position Summary: As a founding PM of the newly formed Innovation team, you will build and ship solutions with real complexity and scale to tens of thousands of clients. You will also play a key role in foundational decisions about architecture, design, systems, data, product, and business strategy.
This is a rare opportunity to build product at the 0 to 1 stage, and ship it immediately to scale. You will work directly with Will Peng, Chief Innovation Officer - a former founder of a fintech company that raised $40M and exited in 2025.
Primary Responsibilities - Strategic Collaboration: Work directly with the CTO and senior leadership to develop and maintain technology roadmaps that align with business objectives and strategic initiatives.
- Sprint Management: Lead hands-on sprint planning, refinement, and execution activities with our growing 10-person development team, ensuring consistent delivery velocity and predictable outcomes.
- Stakeholder Alignment: Act as the primary liaison between business stakeholders and development teams, translating complex business requirements into clear, actionable user stories and acceptance criteria.
- Cross-Functional Project Leadership: Manage and coordinate projects that span multiple technology domains including data engineering pipelines, Salesforce customizations, system integrations, and internal tooling development.
- Backlog Management: Maintain and prioritize the product backlog based on business value, technical dependencies, and strategic alignment, ensuring development teams always have clear priorities.
- Requirements Refinement: Work closely with business stakeholders to gather, analyze, and refine requirements, ensuring all development work has clear business justification and measurable outcomes.
- Release Coordination: Manage release planning and communication, ensuring stakeholders are informed of delivery timelines and that releases meet business expectations.
- Process Optimization: Continuously improve agile processes and practices to enhance team productivity, delivery predictability, and stakeholder satisfaction.
- Quality Assurance: Collaborate with development teams to define acceptance criteria and ensure delivered solutions meet business requirements and quality standards.
- Stakeholder Communication: Provide regular updates to leadership and business stakeholders on project progress, timeline adjustments, and delivery milestones.
Required Qualifications: - 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
- Demonstrated ability to operate in ambiguity and building 0-to-1 products from first principles rather than established processes.
- 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
Compensation Range: $150,000 - $200,000
Why Cerity Partners: - Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- 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
