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Moneta Group Salesforce Product Manager-Overland Park, KS in Mission Woods, Kansas

Moneta is searching for a Salesforce Product Manager to own the strategy and implementation of our processes to drive company growth. In addition to Salesforce, this position will also impact tools and products across the company. The Salesforce Product Manager will champion the needs of Advisory teams, business teams, and all additional stakeholders throughout the development process, ensuring that what is delivered meets the original goals and objectives of the project.

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service, and loyalty to our clients that only an independent company can offer. Moneta has been ranked among the Top 10 RIAs by Barron’s for three consecutive years (2018-2020). Our offices are open and we’ve welcomed our employees back at 100% capacity. This position will report in-person to the St. Louis office.

  • Gather input from a variety of internal and external sources to define product concepts;

  • Respond to the needs of stakeholders throughout the development process

  • Analyze competitors and market trends

  • Develop detailed requirements, feature definitions, implementation plans, and internal communications

  • Participate with cross-functional teams during the entire lifecycle of product development, including deployment and post-deployment activities

  • Proactively identify problems that arise in the project, outline option, recommend solutions, and escalate as needed

  • Identify areas for process improvement and workflow automation inside of Salesforce

  • Partner with user experience team to user-test designs through mock-ups, functional prototypes, etc. to ensure intended goals are met

  • Responsible for communicating product solutions and benefits to stakeholders; including knowledge transfer and training for on-going management of features

  • Work closely with third party Salesforce development teams to further enhance and implement processes

  • Bachelor's degree required

  • 5 or more years of experience working directly with or managing an organizations Salesforce product; Financial Services Cloud experience preferred

  • Strong analytical and prioritization skills

  • Passionate about building great products and providing a solution-based approach

  • Technical fluency; comfortable understanding and discussing technology concepts, experience evaluating trade-offs and new opportunities with technical team members

  • Proven track record designing and delivering customer experiences that create customer and business value

  • Demonstrated track record of aligning to an overarching product vision, using data and analysis to support strategy and prioritization, and day to day product execution

  • Familiarity with backend infrastructure and data pipelines and workflows

  • Experience with technical product backlog management and prioritization of user stories

External Company Name: Moneta Group

External Company URL: http://www.monetagroup.com

Street: 1900 Shawnee Mission Parkway

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