Job description

As a Product Manager in Asset Management, you are an integral part of the team that owns how Asset Management client financials and the AM coverage model are represented in SEP and Salesforce across the full sales lifecycle. Define the roadmap, translate business needs into clear Salesforce outcomes, and ensure integrations, rules, and controls keep data accurate, governed, and trusted. US-based individual contributor reporting to the Head of SEP Product Platform. Job responsibilities • Translate AM use cases across leads, prospects, and clients into clear SEP/Salesforce requirements and operating routines, spanning client financials (opportunities, mandates, business at risk, accounts, flows, trades, GL rebates) and coverage (roles, assignments, hierarchy logic). • Own integrations bringing client financials and financial reference data into SEP from AM systems (e.g., PandA, CBOR, Fusion, UDM), including scope, prioritization, delivery plans, and release readiness. • Own end-to-end integration with internal HR sources to keep sales team hierarchy current and aligned with Sales and Finance reporting. • Define, implement, and maintain coverage assignment and cascading logic across key objects (e.g., Companies, Contacts, Opportunities, Mandates, Accounts) so outcomes match agreed coverage models and personas. • Implement controls to keep financial and coverage data accurate and governed (validation checks, approvals where needed, reconciliation to systems of record, audit-ready traceability). • Drive data stewardship across financial and coverage domains: define attributes, mappings, lineage, and usage guidance so data is fit for how teams use SEP. • Establish operational discipline for production: monitoring, reconciliation, issue triage, root-cause analysis, remediation, SLAs, and runbooks. • Lead discovery and delivery: stakeholder workshops, scope definition, user stories, acceptance criteria, rollout plans, and cross-team coordination across data, engineering, and partner teams. • Drive UAT, training, rollout communications, and adoption so teams use SEP financial and coverage views consistently and correctly. • Create and maintain user-facing documentation (definitions, sources, rules, reporting guidance, known limitations). • Align stakeholders across Sales, Technology, and Data Governance on ownership, stewardship, change control, release communications, and standards that enable self-service. Required qualifications, capabilities, and skills • 5+ years of experience or equivalent expertise in product management or a relevant domain area • Strong knowledge of AM business processes affecting client financials and coverage across the sales lifecycle • Demonstrated product ownership in cross-functional teams (business, engineering, data, controls), translating processes into clear requirements and measurable outcomes • Experience delivering system-to-system integrations and managing dependencies across multiple upstream teams, including HR/hierarchy sources • Track record improving data quality through controls, reconciliation, monitoring, and structured issue management through resolution • Ability to write high-quality requirements (problem statements, scope, user stories, acceptance criteria) and drive delivery through UAT and rollout • Strong stakeholder management and communication skills; comfortable presenting decisions, trade-offs, and progress to senior leaders Preferred qualifications, capabilities, and skills • Demonstrated prior experience working in a highly matrixed, complex organization • Salesforce delivery experience in a complex, regulated environment • Familiarity with financial reference data, identifiers/hierarchies, and data governance (ownership, stewardship, lineage) • Experience designing or operating coverage models and hierarchy-driven reporting for Sales and Finance audiences • Experience operating production support routines for data products (SLAs, runbooks, incident/problem management) Own SEP/Salesforce financials & coverage strategy, roadmap, integrations, controls and governance for Asset Management.

Requirements

Must-haves

Own integrations bringing client financials and financial reference data into SEP from AM systems (e.g., PandA, CBOR, Fusion, UDM), including scope, prioritization, delivery plans, and release readiness.
Own end-to-end integration with internal HR sources to keep sales team hierarchy current and aligned with Sales and Finance reporting.
Define, implement, and maintain coverage assignment and cascading logic across key objects (e.g., Companies, Contacts, Opportunities, Mandates, Accounts) so outcomes match agreed coverage models and personas.
Implement controls to keep financial and coverage data accurate and governed (validation checks, approvals where needed, reconciliation to systems of record, audit-ready traceability).
Drive data stewardship across financial and coverage domains: define attributes, mappings, lineage, and usage guidance so data is fit for how teams use SEP.
Establish operational discipline for production: monitoring, reconciliation, issue triage, root-cause analysis, remediation, SLAs, and runbooks.
Lead discovery and delivery: stakeholder workshops, scope definition, user stories, acceptance criteria, rollout plans, and cross-team coordination across data, engineering, and partner teams.
Drive UAT, training, rollout communications, and adoption so teams use SEP financial and coverage views consistently and correctly.
Create and maintain user-facing documentation (definitions, sources, rules, reporting guidance, known limitations).
Align stakeholders across Sales, Technology, and Data Governance on ownership, stewardship, change control, release communications, and standards that enable self-service.
Required qualifications, capabilities, and skills
5+ years of experience or equivalent expertise in product management or a relevant domain area
Strong knowledge of AM business processes affecting client financials and coverage across the sales lifecycle
Demonstrated product ownership in cross-functional teams (business, engineering, data, controls), translating processes into clear requirements and measurable outcomes
Experience delivering system-to-system integrations and managing dependencies across multiple upstream teams, including HR/hierarchy sources
Track record improving data quality through controls, reconciliation, monitoring, and structured issue management through resolution
Ability to write high-quality requirements (problem statements, scope, user stories, acceptance criteria) and drive delivery through UAT and rollout
Strong stakeholder management and communication skills; comfortable presenting decisions, trade-offs, and progress to senior leaders
Demonstrated prior experience working in a highly matrixed, complex organization
Salesforce delivery experience in a complex, regulated environment
Familiarity with financial reference data, identifiers/hierarchies, and data governance (ownership, stewardship, lineage)
Experience designing or operating coverage models and hierarchy-driven reporting for Sales and Finance audiences
Experience operating production support routines for data products (SLAs, runbooks, incident/problem management)

Nice-to-haves

Preferred qualifications, capabilities, and skills

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: oracle-cloud
Effort: medium