Hello Folks,
Hope you are doing great!
This is Himank Jani from ApTask.
We have urgent requirements with one of our client’s, please review the job description below and let me know if you have any relevant candidates on your bench, Kindly share.
ONLY LOCAL CANDIDATE’s
Kindly share the DL location and work authorization status along with the profile
Position :- Product Owner
Location :- NYC, NY – Local Candidates Only
Rate: $67/hr Max
Key Responsibilities
• Own the Salesforce product vision and roadmap for US Institutional, Intermediary, and Retail channels.
• Act as the primary liaison between business stakeholders, sales teams, operations, and technology.
• Lead requirements gathering, prioritization, and backlog management.
• Facilitate discussions with senior leaders to align on business priorities and platform enhancements.
• Ensure Salesforce supports key business workflows across distribution, onboarding, client servicing, and reporting.
• Drive adoption and continuous improvement of Salesforce across business teams.
• Partner with cross-functional teams (Sales, Marketing, Operations, Technology, Compliance).
• Translate business needs into clear user stories and acceptance criteria.
• Oversee release planning, UAT coordination, and change management.
• Monitor platform performance, user satisfaction, and business outcomes.
• Represent the Salesforce product in governance forums and strategic planning sessions.
Required Experience & Skills
Asset Management Expertise
• Deep understanding of US Intermediary, US Retail, and Institutional distribution channels.
• Strong knowledge of asset management workflows, client lifecycle, and distribution models.
• Ability to navigate complex business structures and regulatory considerations.
Product Ownership
• 7–12+ years of experience in Product Owner, Product Manager, or Business Lead roles.
• Proven ability to manage senior stakeholders and drive consensus.
• Experience owning roadmaps, backlogs, and cross-functional delivery.
Salesforce Knowledge
• Strong functional understanding of Salesforce Sales Cloud.
• Ability to translate business needs into Salesforce capabilities (non-technical).
• Experience working with Salesforce admins, developers, and architects.
Leadership & Communication
• able to influence senior executives.
• Excellent communication, facilitation, and stakeholder management skills.
• Strong analytical and prioritization skills.
Preferred Qualifications
• Experience in asset management firms (e.g., BlackRock, Goldman Sachs, Morgan Stanley IM, JP Morgan AM).
• Experience with Salesforce in financial services environments.
• Experience with distribution, onboarding, CRM workflows, and client data models.
• MBA or relevant advanced degree (preferred but not required).
Work Model
• Must be based in New York
• Hybrid: 3 days/week in office
Best Regards,
Himank Deepak Jani
ApTask | A global, diversity-certified workforce solutions provider.
Address: 120 Wood Ave South, Suite # 300, Iselin, NJ 08830
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At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
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