Platform Product Manager

Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role

IEQ Capital is seeking a highly driven Platform Product Manager to join our Platform Team. This role operates at the intersection of business, product, operations, and engineering.

The Platform Product Manager acts as the product owner and execution lead for their domain, owning the roadmap and backlog, translating business needs into well-defined work, driving delivery, and ensuring adoption across CRM systems, data integrations, and internal tools.

We are looking for someone who combines strong project management discipline with systems thinking, product ownership, and the ability to push work forward across teams.

What You'll Do:

Own Platform Initiatives End-to-End

Evaluate new ideas and requests from business stakeholders

Clarify problems before jumping to solutions

Define requirements with clear and measurable business outcomes

Translate needs into executable user stories with acceptance criteria

Manage initiatives from discovery through release and adoption

Drive post-launch feedback and iteration

Own Domain Roadmap & Backlog

Maintain a clear domain roadmap and clean, prioritized backlog, aligning priorities with the Head of Platform

Balance quick wins with long-term structural improvements

Run backlog grooming with developers

Ensure user stories are properly scoped for delivery and updated regularly

Track delivery progress and unblock issues quickly

Partner with Developers & Admins

Translate business requirements into technical-ready work

Align on scope before delivery commitments

Hold developers accountable to delivery hygiene

Manage trade-offs between speed and sustainability

Think structurally and understand system constraints.

Drive Cross-Functional Coordination

Align and coordinate stakeholders across all departments

Manage competing priorities transparently

Run project working sessions

Identify downstream impacts across systems

Ensure handoffs between teams are documented and repeatable

Adoption, Training & Continuous Improvement

Create documentation and process maps

Run training sessions when new functionality launches

Gather structured user feedback

Identify workflow breakdowns or adoption gaps

Propose iterative improvements

Qualifications

Required

4+ years of experience in Product Management, or in financial services or wealth management with demonstrated ownership of business systems, workflows, or technology initiatives

Experience working with CRM systems

Strong ability to translate business needs into clear business and system requirements

Proven track record of driving initiatives across multiple stakeholders

Strong executive communication skills

Preferred

Familiarity with APIs, integrations, and data flows

Experience acting as a product owner

Exposure to workflow automation tools or low-code platforms

Experience operating in software delivery environments

Traits We Value

Structured thinker who brings clarity to ambiguity

Naturally proactive

Comfortable pushing for accountability

Systems-oriented (thinks upstream and downstream)

Comfortable with executive stakeholders

Low ego, high ownership

Strong written communicator

Bias toward simplification

Leads with curiosity

Always learning

No task is too small mindset

Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $110,000 - $150,000, depending on skills and experience.

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