Salesforce CRM Product Manager

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

The Product Development team at Hightower develops and supports business applications and integrations that ensure the success of our corporate functions and advisor practices. We are a collaborative, driven, and innovative group passionate about delivering excellence and service to our advisors.

What You’ll Do

As a Salesforce CRM Product Manager, you will be at the forefront of driving innovation in advisor and client engagement. You’ll serve as the bridge between business needs and technology solutions, ensuring that Salesforce CRM is optimized as a strategic platform to support our wealth management practices.

You will manage the Salesforce CRM product roadmap, from discovery to delivery, ensuring solutions enhance advisor productivity, elevate the client experience, and meet regulatory and compliance standards. Acting as a relationship manager, facilitator, and problem-solver, you will collaborate with stakeholders across business units to design, implement, and continuously improve Salesforce capabilities.

• Drive the Salesforce CRM product roadmap Own and execute the Salesforce product roadmap, aligning platform capabilities with advisor needs, business goals, and regulatory requirements.
• Partner Across the Business Collaborate with advisors, operations teams, compliance, and IT to capture requirements, translate them into user stories, and prioritize features that drive measurable impact.
• Enhance the Client & Advisor Experience Champion Salesforce as a CRM and client engagement hub, ensuring seamless integration with portfolio management, financial planning, and communication tools.
• Oversee Development & Delivery Manage the agile delivery process, working closely with Salesforce developers, admins, and integration partners to deliver high-quality releases on schedule.
• Ensure Data Integrity & Compliance Implement processes and features that maintain data quality, security, and compliance with wealth management regulations.
• Drive Adoption & Training Promote user adoption through targeted training, documentation, and ongoing feedback loops, ensuring advisors maximize Salesforce capabilities.
• Measure & Optimize Leverage analytics to evaluate feature performance, identify opportunities for enhancement, and iterate for continuous improvement.
  
  
  

What You’ll Bring

Education & Experience

• Bachelor’s degree in Business, Computer Science, Information Systems, Finance, or related field. MBA or Salesforce certifications (Administrator, Platform App Builder, Sales/Service Cloud) preferred.
• 5 years of experience in wealth management, fintech, or digital product management, with at least 3 years focused on Salesforce CRM management.
  
  
  

Industry & Platform Expertise

• Strong understanding of wealth management services, advisor workflows, and compliance requirements.
• Hands-on experience with Salesforce CRM configuration, integrations, and AppExchange solutions.
  
  
  

Core Skills

• Agile project management and SDLC knowledge.
• Excellent communication skills with ability to bridge technical and non-technical stakeholders.
• Strong analytical, problem-solving, and strategic thinking abilities.
• Ability to manage multiple projects simultaneously and adapt to changing priorities.
  
  
  

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother’s lounge onsite
• Flexible PTO plan
• Hybrid work schedule (minimum of 3 days in office)
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $130,000-$160,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
  
  
  

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.