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
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