Platform Product Manager

Who are we? IE Q 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