Job Title: Product & Platform Manager, Institutional Business
Role Summary
The Product & Platform Manager, Institutional Business is responsible for driving the strategy, governance, and ongoing enhancement of the technology platforms that power Mariner’s Institutional business. This includes oversight of Salesforce CRM, participant education platforms, and the integrated systems that facilitate retirement-to-wealth referral workflows.
This position sits at the crossroads of business operations, technology, and advisor experience. The primary objective is to ensure platforms are optimized for growth, aligned with organizational goals, and delivering measurable value for both retirement and wealth management channels. Success in this role directly accelerates one of the firm’s most important growth initiatives by bridging the gap between retirement plan participants and wealth management clients.
Reporting & Positioning
Reports To: SVP, Head of Platform
Partners With: Retirement Plan Consultants, Wealth Advisors, IT/Engineering, Operations, Compliance, Marketing
Manages: Platform vendors, implementation consultants, and potentially 1–2 platform analysts
Core Responsibilities
Key Performance Indicators
Referral Conversion Rate: Percentage of participant referrals resulting in wealth advisory relationships
CRM Adoption Rate: Percentage of active RPCs and wealth advisors logging activity in Salesforce
Participant Education Engagement: Percentage of eligible participants engaging with education platform content
Referral Cycle Time: Average days from referral trigger to advisor contact
Platform Uptime & Data Quality: SLA adherence and data integrity scores
ROI per Platform: Annual value delivered versus platform costs
Ideal Candidate Profile
Required Experience
5–8 years in product/platform management or technology operations, ideally in financial services, wealth management, or retirement
Direct experience with Salesforce (admin certification preferred) and ability to configure the system
Demonstrated success leading cross-functional platform initiatives and driving adoption
Strong understanding of retirement plan ecosystems (recordkeepers, TPAs, plan sponsors) and wealth management referral dynamics
Preferred Experience
Familiarity with participant education or financial wellness platforms
Experience optimizing referral workflows from retirement to wealth channels
Background collaborating with compliance/legal on platform content and data governance
Exposure to API integrations and data pipelines (engineering background not required)
Core Competencies
Systems Thinker: Recognizes connections between people, process, and technology in complex workflows
Stakeholder Influencer: Earns trust across advisors, operations, and leadership without direct authority
Execution-Oriented: Turns strategy into operational solutions
Data-Driven: Confident building dashboards, defining metrics, and leveraging data for decision making
Change Agent: Skilled at leading adoption and managing resistance within a relationship-driven firm
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
Compensation Range: $95K - $206K
