Product Manager, Wealth Management Systems

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

The technology team is looking for a Product Manager to support Ares Wealth Management Solutions (AWMS). In this role, your duties will include managing the AWMS platforms like Salesforce, custom applications and team supporting the platform. A successful candidate for this role will possess a sound understanding of sales, marketing, and client service operations within asset management, strong communication skills, attention to detail, and a self-starting attitude.

PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIES

• Responsible for Salesforce administration, analysis, and support across all AWMS business lines including Sales, Marketing, Shareholder Operations, AREX, FAST, and Strategy Teams.

• Upgrading and configuring Salesforce systems for optimized utilization.

• Managing Salesforce roles, profiles, sharing rules, workflows, and groups.

• Managing the quality of the sales accounts, contacts, and other data within the CRM.

• Evaluating and installing new Salesforce releases, as well as providing training and support.

• Engaging with business stakeholders to evaluate their requirements and current challenges, clarify and document business requirements, and help design customized solutions.

• Collaborating with team members to provide support for new initiatives, including cross-team workstreams.

• Providing best-practice guidance to business stakeholders and internal teams. Identifying opportunities to improve business processes and achieve operational efficiencies.

• Establishing strong working relationships with business and technology teams to facilitate adoption and support of technical solutions.

• Engaging and actively participating in sprint and release planning discussions; driving efforts to support QA/UAT, user training, and change management throughout all planned iterations.

QUALIFICATIONS

Education:

• Bachelor’s degree in Computer Science, Engineering, or Finance or equivalent experience in the Asset Management industry.

• Salesforce Administrator certification is a plus.

Experience Required:

• A minimum of 12 years of relevant experience in Financial Services, Wealth Management, or Asset Management.

• Experience working in Salesforce with standard objects – account, contact, activity, and opportunity.

• Experience with electronic forms and e-signature processes using Conga and DocuSign.

• Experience supporting stakeholders across seniority levels and effectively maintaining communication across projects and support requests.

• Working knowledge of the asset management business domain including processes and data - firm/office/rep and transaction data.

• Prior experience with alternative asset management is preferred, broader asset management experience is required.

• Experience with Agile project management methodologies – Scrum, Kanban.

• Experience with Alteryx is a plus.

General Requirements:

• Ability to manage challenging workflow in a fast-paced, dynamic organization, managing multiple assignments in a deadline-driven environment.

• Strong sense of ownership and accountability.

• Inquisitive and committed to continual improvement/learning.

• Proficiency in creating Salesforce profiles, allocating roles, and managing access.

• Knowledge of importing/managing sales data and generating Salesforce reports is a plus.

• Ability to provide Salesforce training and end-user support.

• Organizational skills demonstrated ability to manage competing priorities and lead deliverables to completion.

• Excellent communication (written, verbal, presentation, documentation) and client service skills; capability of interacting with stakeholders to drive project/task/support engagement.

• Ability to work independently within a fast-paced environment with a hands-on approach.

• Ability to be flexible in terms of hours to coordinate with team members across time zones.

• Comfort in dealing with ambiguity and uncertainty in a dynamic environment.

• Dependable, great attitude, highly motivated, and a team player.

• Ability to resolve issues with minimal supervision.

Reporting Relationships

Compensation

$230,000 - $250,000

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.