Technical Product Manager- Salesforce (Contract)

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team

As the Technical Product Manager for Salesforce Data Migration and Platform Integrations, you will own and continuously improve the internal capability used to migrate acquired RIAs onto the Signature Wealth platform.

This is not a traditional project management role. You will treat the migration process, tooling, requirements, and operating model as an internal product. Each acquisition should produce better requirements, stronger Jira stories, improved tools, and a more repeatable path for the next migration.

Hightower’s ability to integrate acquired RIAs efficiently is a strategic differentiator. This role will help build the operational engine that enables Hightower to repeatedly migrate firms onto Signature Wealth with greater consistency, lower risk, and better advisor outcomes.

What You’ll Do

• 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.

What You’ll Bring

• 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 preferr…