Our client is a Vancouver-based wealth management firm investing in the platforms that power its advisory practice. They're currently building a modern platform to better support the way their financial advisors work, and they're looking for a Product Manager to help shape it as it comes together.

This is a mid-level role suited to someone with 2-4 years of product management experience who's ready to take real ownership of a platform that's still a work in progress. A big part of the job is Salesforce, it's central to the advisory workflow, and there's real hands-on work to refine its configuration so it better supports how advisors work. Success here is as much about communication and client focus as it is about product sense: you understand that every decision about the platform ultimately shapes the advisor and client experience.

You'll report to a Director-level stakeholder.

This is a permanent, full time role. It's a hybrid arrangement with one day per week onsite at the client's downtown Vancouver office, so we're looking for candidates who are locally based in the Greater Vancouver area.

Responsibilities

- Help shape and deliver a platform that's actively being built, partnering with the business to get it right as it takes form.
- Take a hands-on role with Salesforce, refining and tailoring its configuration to genuinely fit advisor workflows.
- Keep the advisor and client experience at the center of product decisions, applying an advisor lens to prioritization and improvements.




- Work through product and platform problems thoughtfully, balancing competing needs and finding practical solutions.
- Communicate clearly with both technical and non-technical stakeholders, keeping the platform's direction understood and aligned across the business.

Mandatory Requirements

- 2-4 years of product management experience within the financial services industry: you've owned a product or platform and understand what it takes to deliver something that works for the people who depend on it.
- Hands-on Salesforce experience: you've worked directly in Salesforce and can improve how it's configured to fit real workflows, not just administer it.
- Proven wealth management or financial services experience: you understand how an advisory business runs and can bring that context to platform decisions.
- Strong problem-solving skills: you can work through ambiguity, weigh trade-offs, and land on practical solutions.
- A focus on client experience with an advisor lens: you think about how product decisions land for advisors and, ultimately, their clients.
- Excellent communication skills: you can explain technical concepts clearly and keep stakeholders aligned.

Nice-to-Have

- Hands-on experience with Conquest (financial planning) or similar financial planning tools.

Of Note

- Completed background checks will be required before the start date if you are selected as a winning candidate.

📌 Product Manager - Wealth Management (hybrid, Vancouver) (Salmon Arm)
🏢 Devengine.ca
📍 Salmon Arm