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Vice President, Aperio Product Manager - Salesforce

San Francisco, USA
Closing date
Feb 2, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time

About this role

About Aperio

At Aperio (part of BlackRock), our strategies are designed to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.

At Aperio, 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, Aperio is the place for you.

About this Role

The Salesforce Product manager will own our customized Salesforce application that is used by business users to meet client needs. The role will require the product manager to maintain roadmaps for multiple audiences of Salesforce, identify enhancements based on feedback and customer needs, troubleshoot and resolve issues for users, collaborate with internal teams and vendors to design and develop new enhancements, and support implementation and change management efforts.

Key Responsibilities

Salesforce Product Management
  • 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 industry best practices

Project Management
  • Manage projects to agreed-upon timelines and budgets
  • Proactively identify and resolve project risks
  • Manage relationships with vendors including contracts, project teams, upgrade schedules, etc.

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
  • Optimize the services of our partnered vendors by effectively managing the relationships and their deliverables

Other duties as assigned

  • Excellent writing and editing skills combined with strong presentation and public speaking skills
  • Solid understanding of Salesforce administration including experience with the Salesforce object models, platform security and a principal understanding of how to configure Workflows, Validation Rules, Lightning Flow, Process Builder, Roles, Public Groups, Profiles, Reports, and Dashboards.
  • Experience as a SCRUM master or certified agile coach
  • Experience with the full software development lifecycle
  • Five plus years of related experience working in financial services in business process improvement/engineering/project or product management.
  • Experience with Salesforce Sales, Service and / or Financial Services Cloud
  • 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.
  • Experience with databases and writing simple SQL queries

Other Desirable Skills & Abilities
  • Salesforce Certified Administrator (+)
  • Proven ability to re-engineer or improve a process
  • 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 California and New York City only the salary range for this position is $142,500 - $190,000. 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 current hybrid work model is designed to enable in-person connections and collaboration that is core to our culture, while supporting increased flexibility for all employees. In line with local health guidance and regulations, employees are required to work at least 3 days in the office each week, with the flexibility to work from home up to 2 days a week. Some business groups may require more time in the office due to their roles and responsibilities. The health, safety and well-being of our people will always be our top priorities; we will continue to monitor local conditions and health advisories in making decisions about our work environments.

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.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.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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