Salesforce Product Manager

About Citco:

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

About the Team & Business Line:

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.

We are building Citco’s Salesforce Platform as the unified digital backbone for Client 360, Investor 360, Onboarding Backbone, Data Quality, and Enterprise Process Automation — redefining how Citco engages clients and investors globally.

THE OPPORTUNITY
This is a strategic and hands-on Product Manager role responsible for shaping Citco’s Salesforce platform capabilities across multiple workstreams such as Client Data, Investor Lifecycle, Opportunity & Relationship Management, Digital Onboarding, and Case Management.

You will own the roadmap, create clarity around business processes, define platform capabilities, and collaborate with cross-functional teams across GRM, Onboarding, Investor Services, Operations, Data, Legal, and Technology.

This role blends product strategy, stakeholder management, and platform execution — with an opportunity to build high-impact capabilities used across Citco’s global businesses and client ecosystem.
 

THE TEAM

The Client Systems team brings together product managers, architects, developers, and data specialists to deliver scalable Salesforce solutions. We operate in structured releases (1.0, 1.1, 1.2) aligned to Citco’s transformation roadmap — and work across global functions to digitize client journeys, improve data quality, and reshape how Citco interacts with its clients and investors.

Experience: 8–12 years overall experience, including 4+ years in digital product management (preferably CRM, Salesforce, financial services, or data-driven platforms)

KEY RESPONSIBILITIES

Product Strategy & Roadmap

• Define, prioritize, and manage the Salesforce product roadmap aligned to Client 360, Investor 360, Onboarding Backbone, and GRM needs.
• Convert complex business processes (Pipeline Management, Client Onboarding, Investor Hierarchy, Account Segmentation) into platform solutions.
• Maintain and refine product backlogs, feature prioritization, and release milestones

Stakeholder Engagement & Alignment

• Collaborate with Global Relationship Managers, Onboarding, Marketing, Investor Services, Risk, Data, and Tech to gather requirements and define platform value.
• Facilitate business workshops, UAT readiness sessions, and decision forums to ensure cross-functional alignment.
• Translate platform concepts into easy-to-understand visuals, mockups, process flows, and user stories.

Platform Execution & Delivery

• Own epics, user stories, acceptance criteria, and sprint prioritization for Salesforce feature delivery.
• Collaborate with architects, developers, and QA teams to ensure solutions are scalable, compliant, and aligned to Citco’s enterprise model.
• Track delivery progress, manage risks, and ensure traceability from design to deployment.

User Adoption & Continuous Improvement

• Develop go-live readiness plans — including training, adoption models, role-based access, and feedback loops.
• Use platform analytics and feedback to continuously optimize workflows, UX, data quality, and automation.
• Define measurable success metrics (e.g., user adoption, lead-to-client conversion, data accuracy, case resolution time).
   

WHAT WE ARE LOOKING FOR

Education

Bachelor’s or Master’s degree in Business, Technology, Engineering, or related fields.

Experience

• 8–12 years of overall experience, with at least 4 years in product management or platform ownership roles.
• Strong background in Salesforce, CRM strategy, client lifecycle, data management, or financial services platform delivery.
• Experience with agile delivery and multi-phase product implementations.

Core Skills

• Strong understanding of client lifecycle, onboarding, case management, CRM workflows, and hierarchy/data structures.
• Experience translating business vision into platform capabilities.
• Proficiency in defining epics, user stories, wireframes, workflows, and acceptance criteria.
• Familiarity with Salesforce features: Sales Cloud, Service Cloud, Data Cloud, Experience Cloud, or Financial Services Cloud.
• Ability to communicate with both business and technical teams.

Behavioral Skills

• Strong communicator, facilitator, and listener.
• Comfortable challenging assumptions, uncovering root problems, and refining platform decisions.
• Curious, detail-oriented, and passionate about user experience, process simplification, and digital transformation.

Added Advantage

• Salesforce Administrator or PM certifications (Admin, Sales/Service Cloud, Business Analyst).
• Experience with data governance, UAT frameworks, or process modeling (Visio, Lucidchart, Miro).

Salary Range: USD $155,000 - 205,000

Our Benefits

Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.

At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know.

As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success.

Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.