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.     #LI-Hybrid