About the role
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
We are seeking a Product Owner for our Salesforce platform who has comprehensive knowledge of Salesforce and proven experience in managing and optimizing CRM solutions to meet business goals. The candidate will engage with stakeholders to gather requirements and ensure alignment with business objectives. They will also collaborate with users to enhance their experience by improving the usability and functionality of the Salesforce platform. Additionally, the candidate will promote best practices in user experience design to ensure the platform remains intuitive and accessible for all users.
Duties and Responsibilities
- Define and Communicate Vision: Develop a clear vision and roadmap for the Salesforce platform that aligns with the company's overall strategy and goals.
- Stakeholder Management: Collaborate with business stakeholders to gather requirements, understand their needs, and ensure that the Salesforce platform is effectively meeting those needs.
- Client-Centric Solutions: Design solutions focused on enhancing client engagement and adoption. Stay current with Salesforce innovations and broader industry trends.
- Backlog Management: Create, prioritize, and manage the product backlog, ensuring that the team is always working on the most valuable features and improvements.
- Agile Development: Work closely with the development team to ensure timely delivery of high-quality features and enhancements. Participate in sprint planning, daily stand-ups, and retrospectives.
- User Stories: Write clear and detailed user stories, acceptance criteria, and specifications to guide the development process.
- Performance Monitoring: Continuously monitor the performance and usage of the Salesforce platform, identifying areas for improvement and ensuring optimal performance.
- Training and Support: Develop and deliver training and provide support to users to ensure adoption and effective use of the Salesforce platform.
- Team Leadership & Development: Lead and coach a team of Salesforce support resources. Set team and individual goals, define success metrics/KPIs, and support professional growth through regular feedback and development.
Qualifications
- Minimum of 5-8 years of experience as a Product Owner or similar role, with at least 3 years of experience working with Salesforce.
- Experience working within the Wealth Management industry and with Salesforce Finances Services Cloud (FSC) edition preferred
- Certifications: Product owner and Salesforce certifications such as Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, or Salesforce Certified Sales Cloud Consultant are preferred.
- Technical Skills: Strong understanding of Salesforce configuration, customization, and administration.
- Communication Skills: Excellent verbal and written communication skills, with the ability to effectively collaborate with both technical and non-technical stakeholders.
- Problem-Solving Skills: Strong analytical and problem-solving skills, with the ability to think strategically and make data-driven decisions.
- User Experience Skills: Demonstrated ability to understand user needs and create intuitive and engaging user experiences.
- Collaboration Skills: Demonstrated ability to work effectively in a cross-functional, hybrid team environment, fostering teamwork and cooperation among team members.
This is an existing vacancy
#LI-Hybrid
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
About Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.
Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company.
We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships.
We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.
Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.
Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG).
Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.
Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
About the role
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
We are seeking a Product Owner for our Salesforce platform who has comprehensive knowledge of Salesforce and proven experience in managing and optimizing CRM solutions to meet business goals. The candidate will engage with stakeholders to gather requirements and ensure alignment with business objectives. They will also collaborate with users to enhance their experience by improving the usability and functionality of the Salesforce platform. Additionally, the candidate will promote best practices in user experience design to ensure the platform remains intuitive and accessible for all users.
Duties and Responsibilities
- Define and Communicate Vision: Develop a clear vision and roadmap for the Salesforce platform that aligns with the company's overall strategy and goals.
- Stakeholder Management: Collaborate with business stakeholders to gather requirements, understand their needs, and ensure that the Salesforce platform is effectively meeting those needs.
- Client-Centric Solutions: Design solutions focused on enhancing client engagement and adoption. Stay current with Salesforce innovations and broader industry trends.
- Backlog Management: Create, prioritize, and manage the product backlog, ensuring that the team is always working on the most valuable features and improvements.
- Agile Development: Work closely with the development team to ensure timely delivery of high-quality features and enhancements. Participate in sprint planning, daily stand-ups, and retrospectives.
- User Stories: Write clear and detailed user stories, acceptance criteria, and specifications to guide the development process.
- Performance Monitoring: Continuously monitor the performance and usage of the Salesforce platform, identifying areas for improvement and ensuring optimal performance.
- Training and Support: Develop and deliver training and provide support to users to ensure adoption and effective use of the Salesforce platform.
- Team Leadership & Development: Lead and coach a team of Salesforce support resources. Set team and individual goals, define success metrics/KPIs, and support professional growth through regular feedback and development.
Qualifications
- Minimum of 5-8 years of experience as a Product Owner or similar role, with at least 3 years of experience working with Salesforce.
- Experience working within the Wealth Management industry and with Salesforce Finances Services Cloud (FSC) edition preferred
- Certifications: Product owner and Salesforce certifications such as Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, or Salesforce Certified Sales Cloud Consultant are preferred.
- Technical Skills: Strong understanding of Salesforce configuration, customization, and administration.
- Communication Skills: Excellent verbal and written communication skills, with the ability to effectively collaborate with both technical and non-technical stakeholders.
- Problem-Solving Skills: Strong analytical and problem-solving skills, with the ability to think strategically and make data-driven decisions.
- User Experience Skills: Demonstrated ability to understand user needs and create intuitive and engaging user experiences.
- Collaboration Skills: Demonstrated ability to work effectively in a cross-functional, hybrid team environment, fostering teamwork and cooperation among team members.
This is an existing vacancy
#LI-Hybrid
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
About Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.
Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company.
We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships.
We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.
Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.
Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG).
Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.
Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.