Product Manager, Investor Information Systems

AVP, Product Manager Investor Information Systems

We are seeking a dynamic and strategic Salesforce Product Manager to lead initiatives focused on the investor lifecycle across both institutional investors and employee co-investment programs. This role is ideal for a product leader with deep domain expertise in alternative assets, investor operations, and Salesforce platform capabilities. You will drive the roadmap for investor-facing systems, champion scalable solutions, and ensure seamless alignment between business objectives and technology delivery.

Reports to : Vice President, Investor Information Systems

Primary Responsibilities :

• Serve as the Product Owner for Salesforce and related investor systems, with a focus on lifecycle management, onboarding, reporting, and co-investment operations.
• Lead discovery, design, and delivery of enhancements to support investor onboarding workflows and reporting capabilities.
• Collaborate with cross-functional teams including Investor Services, Employee Co-Investment IR, and Finance & Accounting to define and prioritize business requirements.
• Translate complex fundraising workflows into scalable Salesforce solutions, ensuring compliance with data governance and regulatory standards.
• Manage project plans, delivery timelines, and stakeholder communications for Salesforce and reporting tool enhancements.
• Promote best practices in Salesforce configuration, data architecture, and user experience design.
• Support change management, training, and adoption strategies for new features and processes.
• Partner with Business Applications and Support teams to ensure seamless delivery and ongoing support of investor-facing tools.

Experience Required :

Qualifications :

Preferred Qualifications :

Compensation :

The anticipated base salary range for this position is $190K - $210K. Total compensation may also include a discretionary performance-based bonus. The range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

The firm also offers robust benefits including Comprehensive Medical / Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Additional benefits include access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.