Salesforce Financial Services Cloud Product Owner - Wealth Management POST NUMBER: 454390
Primary Focus:
This role will specifically focus on enhancing and integrating Financial Services Cloud (FSC) wealth management capabilities across the enterprise, driving platform customization and ensuring seamless integration with other enterprise platforms.
Key Responsibilities:
- Serve as the primary business owner for Salesforce Financial Services Cloud, with a focus on wealth management functionality and advisor workflows.
- Define users, create and maintain user stories, and prioritize the backlog for new or revised features to streamline execution of priorities.
- Act as quality gatekeeper by reviewing and accepting completed stories, ensuring deliverables meet defined acceptance criteria and align with business objectives.
- Maintain strong relationships with leadership, program management, and stakeholders outside the agile team to ensure alignment and transparency across initiatives
- Collaborate with stakeholders to gather, refine, and prioritize business requirements for new features, enhancements, customizations, and integrations within an Agile environment.
- Partner with Salesforce developers, architects, and admins to design, configure, and implement solutions aligned with wealth management best practices.
- Oversee integrations between Salesforce FSC and other enterprise systems (e.g., CRM, portfolio management, trading platforms, data warehouses, etc).
- Maintain a clear product roadmap, balancing immediate business needs with long-term platform scalability and compliance requirements.
- Translate complex financial services processes into Salesforce workflows, dashboards, and automated processes.
- Ensure the platform meets compliance, data privacy, and regulatory standards within the financial sector.
- Lead UAT cycles, provide training, and promote adoption across financial advisors, operations, and compliance teams.
- Monitor platform performance, user feedback, and adoption metrics to continuously identify ongoing optimization opportunities.
Responsibilities:
- Minimum of 5 years of experience as a Product Owner, Business Analyst, or similar role within Salesforce Financial Services Cloud (FSC).
- Previous direct experience with Salesforce Financial Services Cloud’s (FSC) wealth management features and templates.
- Understanding of wealth management processes including client onboarding, relationship modeling, investment goal tracking, and compliance workflows.
- Prior experience delivering Salesforce enhancements, customizations, and integrations with other enterprise systems.
- Excellent communication across the enterprise with the ability to bridge technical, regulatory, and business perspectives.
- Knowledge of financial sector compliance requirements (e.g., KYC, SEC, FINRA) is a plus.
- Salesforce certifications such as Salesforce Certified Financial Services Cloud Specialist or Salesforce Certified Administrator preferred.
Additional Details:
- Engagement Type: Perm / Direct-Hire
- Start Date: Immediate
- Location: Downtown St. Louis
- Cadence: 5 days Onsite
- Target Compensation: $120k - $140k plus bonus
- Engagement Status: No form of employment considerations or sponsorship are being offered
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.