About this role
Team Overview
BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About this Role
The Salesforce Product Manager will be responsible for managing our customized Salesforce application, ensuring seamless integration with the firm's master data management and external partners. This role requires a strong technical background, with a preference for Salesforce expertise. The position sits within a team of product managers and will focus on enhancing and maintaining integrations that support business users in meeting client needs and onboarding new partners and operating models onto the platform.
Want more jobs like this?
Get jobs in San Francisco, CA delivered to your inbox every week.
The role involves maintaining roadmaps for multiple Salesforce audiences, identifying and implementing enhancements, collaborating with internal and external teams, and supporting implementation and change management efforts. This is a high-impact and highly visible position within SMA Solutions technology, requiring an understanding of Salesforce, API-driven integrations, and enterprise data architecture.
Key Responsibilities
Salesforce Platform Product Management
- Lead requirements gathering sessions to understand business priorities for designing and optimizing integrations to the Salesforce platform.
- Contribute to the Salesforce platform roadmap and strategy to ensure alignment with business objectives.
- Prioritize and manage initiatives and features based on business needs.
- Partner with internal and external stakeholders to deliver technical requirements to engineers.
- Document functional business requirements, process flow diagrams, and business cases.
- Establish and track key performance indicators (KPIs) from project inception through its lifecycle.
- Design and recommend functional solutions using industry best practices.
- Manage integration projects to ensure alignment with agreed-upon timelines and budgets.
- Ensure seamless data integration between Salesforce, master data sources, and
- Capture and translate business requirements into system requirements for architects and engineers, with a focus on Salesforce integrations and user workflows.
- Ensure business requirements evolve into user documentation and are published alongside feature releases.
- Drive adoption of new system features by working closely with QA engineers and organizing UAT sessions.
Qualifications
Required Skills & Experience
• 5+ years of experience in product management or in process improvement, engineering, or project management, preferably in financial services.
o Salesforce experience preferred.
o Experience with data integration, APIs, relational databases, data modeling & governance is a plus.
• 2+ years of working proficiency with databases and writing basic SQL queries.
• 2+ years of experience working with CRM platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics) and integrating them with central data repositories.
• Experience with Salesforce Sales, Service, or Financial Services Cloud (+)
• Understanding of Salesforce and or / other CRM object models, platform security, and configuration of workflows, validation rules, Flow, roles, public groups, profiles, reports, and dashboards (+)
Preferred Qualifications
• Bachelor's degree in business, Computer Science/Engineering, Information Systems, or a related field.
• Salesforce Certified Administrator.
For San Francisco, CA Only the salary range for this position is USD$0.00 - USD$0.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.