Technical Product Manager (Salesforce Data migration exp)

Role:- Technical Product Manager
Location:- 1 Day onsite at Chicago, IL

• Own the product backlog for the RIA CRM data migrations and custom build tools that support data readiness and data migration.
• Gather, evaluate, and prioritize enhancement requests from business and technology stakeholders.
• Define product requirements, acceptance criteria, and roadmap priorities.
• Identify opportunities to improve repeatability, quality, speed, and scalability across migrations.
• Partner with stakeholders to understand migration pain points, workflows, and operational needs.
• Document current and future-state processes.
• Translate business needs into clear, actionable technical requirements and user stories.
• Refine requirements based on lessons learned from each acquisition.
• Develop a strong working understanding of data extraction, ETL processes, mapping, transformation, validation, reconciliation, and migration sequencing.
• Partner with technical teams to identify data risks, gaps, and process improvements.
• Help define data quality standards and migration readiness criteria.
• Coordinate delivery across product, engineering, data, Salesforce, and business teams.
• Facilitate backlog refinement, sprint planning, testing coordination, release readiness, and environment promotions.
• Maintain clear delivery plans, dependencies, risks, and stakeholder communication.
• Ensure enhancements are tested and incorporated into future migration playbooks.
• Build and maintain a working understanding of Salesforce Financial Services Cloud, including its data model, objects, relationships, and advisor workflows.
• Ensure migration requirements align with the target-state Salesforce platform and financial-services operating model.
• Partner with Salesforce technical teams on data-model and integration considerations.
• Provide practical support during migration cutovers and go-lives.
• Help advisors and internal teams resolve migration-related questions.
• Offer hands-on “elbow support” as new teams transition to Signature Wealth.
• Occasionally assist with project delivery and management.

• A bachelor’s degree in Business Administration, Information Technology, Finance, or a related field.
• 5+ years of experience in technical product management, product ownership, business analysis, data migration, platform implementation, or a related role.
• Experience supporting data migration initiatives involving complex source systems and target platforms.
• A strong understanding of data mapping, transformation, validation, reconciliation, and ETL concepts.
• Experience writing product requirements, user stories, acceptance criteria, and maintaining a prioritized backlog.
• Experience working in Agile delivery environments using Jira or similar tools.
• The ability to translate operational and business needs into clear technical requirements.
• Strong stakeholder management and communication skills.
• The ability to work effectively in a fast-paced acquisition and integration environment.
• Experience with Salesforce Financial Services Cloud or Salesforce data models preferred.
• Experience in wealth management, financial services, RIAs, or advisor technology preferred.
• Experience with CRM migrations, platform integrations, or acquisition integrations preferred.
• Familiarity with data quality, governance, and migration testing practices preferred.
• The ability to understand migration concepts and technical tradeoffs without being a hands-on developer.

• Each migration is easier, faster, and more reliable than the last.
• Migration requirements and Jira stories become increasingly reusable and precise.
• Data quality, validation, and reconciliation improve over time.
• Our client develops a scalable operating model capable of supporting more than 35 future RIA migrations.
• Stakeholders view the migration capability as a continuously improving product rather than a one-time implementation effort.