Associate Product Manager – Salesforce

Website BlackRock BlackRock

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.

As an Associate Product Manager for the Salesforce product, you will be responsible for capturing actionable functional user stories and running product backlog that drives our Salesforce platform. The successful candidate will work closely with internal teams to ensure the platform is leveraged to its full capabilities including gathering requirements, identifying enhancements based on feedback and customer needs, troubleshooting and resolving issues for users, collaborating with internal teams and vendors to design and develop new enhancements, and supporting implementation and change management efforts. In addition, the role will oversee parts of the Salesforce roadmap and play an integral role in growth strategy discussions alongside senior leadership.

We work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, SMA Solutions is the place for you.

Key Responsibilities

Salesforce Specific

  • Lead requirements gathering sessions and understand business priorities for design and solutioning of applications primarily on the Salesforce platform
  • Own and manage Salesforce Platform roadmap, and prioritization of features against business needs
  • Document functional business requirements, process flow diagrams, and business cases
  • Establish KPI metrics to understand success measures from project inception and tracked throughout its lifecycle
  • Design and recommend functional solutions using best practices

Product Management

  • Develop medium-term roadmaps in collaboration with users and senior management
  • Develop cross-functional relationships with business teams to prioritize new features based on business impact
  • Gather user and market data through different methods (interviews, surveys, secondary data sources)
  • Builds custom reports to support product decisions in Salesforce

System Requirements, User Stories and UAT

  • With a focus on Salesforce user experience and workflow, capture business requirements, translate them into system requirements for architects & developers and prioritize them
  • Ensure requirements evolve into user documentation such that they are simultaneously published as features get released
  • Drive adoption of new features for systems by working closely with QA engineers along with organizing and participating in user acceptance testing

Data Requirements and documentation

  • Ensure data interfaces between all teams is fully documented and agreed
  • Provide support to business users by generating ad-hoc reports, investigating potential issues with data flow, and/or researching the viability of a suggested improvement

Other duties as assigned


  • Excellent writing and editing skills combined with strong presentation and public speaking skills
  • Basic understanding of SaaS platforms and technology systems
  • Experience as a SCRUM master or certified agile coach
  • Experience with the full software development lifecycle
  • Two plus years of related experience working in financial services / technology in business process improvement/engineering/project or product management.
  • Bachelor’s degree in Business, Engineering, or related discipline.
  • Product Management, Project Management, Business Analysis experience
  • Experience working with systems developers in external vendor organization, preferably in an agile environment

Other Desirable Skills & Abilities

  • Salesforce Certified Administrator (+)
  • Experience with Salesforce Sales, Service and / or Financial Services Cloud (+)
  • Experience with databases and writing simple SQL queries (+)
  • Strong verbal and written communication
  • Ability to gather, analyze, and present data to different audiences
  • Ability to understand a process at a high level, while still drilling into details
  • Have a thorough understanding of process mapping, data collection, data analysis, procedure writing, and writing effective requirements documentation

For New York City and California only the salary range for this position is $128,250 – $145,000. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our Benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn:

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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