Mariner

Mariner

Product & Platform Manager

United States

Sponsorship not specifiedDetected 22 days ago
Data EngineeringSalesforceCRMLeadership

About the role

  • This includes oversight of Salesforce CRM, participant education platforms, and the integrated systems that facilitate retirement-to-wealth referral workflows.
  • This position sits at the crossroads of business operations, technology, and advisor experience.
  • The primary objective is to ensure platforms are optimized for growth, aligned with organizational goals, and delivering measurable value for both retirement and wealth management channels.

Requirements

  • Exposure to API integrations and data pipelines (engineering background not required)

Nice to have

  • Direct experience with Salesforce (admin certification preferred) and ability to configure the system
  • Preferred Experience

Compensation

  • ROI per Platform: Annual value delivered versus platform costs

Benefits

  • Success in this role directly accelerates one of the firm's most important growth initiatives by bridging the gap between retirement plan participants and wealth management clients.
  • Retirement Plan Consultants, Wealth Advisors, IT/Engineering, Operations, Compliance, Marketing
  • Serve as the internal product owner for the institutional technology stack, including Salesforce, participant education tools, and referral management platforms
  • Maintain platform roadmaps in alignment with business objectives across retirement and wealth divisions

This listing is sourced directly from Mariner's careers page and normalized into a canonical job model.