Platform Product Manager
Company: IEQ Capital
Role summary
Platform Product Manager is a role at IEQ Capital in San Francisco, California, United States (hybrid). Posted 2026-08-13. Experience level: 2-5.
- Job title
- Platform Product Manager
- Company
- IEQ Capital
- Location
- San Francisco, California, United States
- Work arrangement
- hybrid
- Category
- Product & Design
- Experience level
- 2-5
- Date posted
- 2026-08-13
Job description
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 <span data-ccp-props="{"201341983&q