VP, Aperio Product Manager – Salesforce – San Francisco

Full-time @BlackRock in Technology jobs
  • San Francisco, US View on Map
  • Apply Before : January 9, 2023
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Job Description

Join leading Investment management company BlackRock as VP, Aperio Product Manager – Salesforce in San Francisco, US. refer job details to submit BlackRock job application in San Francisco.


Job Title : VP, Aperio Product Manager – Salesforce

Location : San Francisco, US

Job Category: Technology



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

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 pilot

BlackRock’s current hybrid work pilot is designed to help you experience the best of both worlds: the opportunity to connect with colleagues in person and the flexibility to work remotely, with greater time to focus on what’s important to you. In line with local health guidance and regulations, employees are generally expected to work 3 days in the office and 2 days from home (on average) each week. For some business groups, more time may be required in the office, while greater flexibility may be in place for others. Our “One BlackRock” culture means you’ll be supported to collaborate with your new colleagues while bringing your full self to work – wherever you are.

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 careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

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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