Phoenix, Arizona, United States · Hybrid
Job Summary Key Deliverables and Responsibilities The Director Product Management, Salesforce is accountable for the strategic direction, business and customer outcomes, and product maturity enabled through the Salesforc…
Skills: Salesforce, Product management, Product strategy, Roadmap development, OKRs
Phoenix, Arizona, United States · Hybrid
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is seeking a Manager, Product Design to lead and mature Product Design as a critical enterprise capability within Cambridge’s Product Operat…
Skills: Product design, Design strategy, UX design, Service design, DesignOps
Phoenix, Arizona, United States · Hybrid
Job Summary Key Deliverables and Responsibilities WealthPlanners is seeking a highly organized and service-oriented Client Service Administrative Assistant to support our financial advisors and client service team. This …
Skills: Client Relationship Management, Financial Planning, Account Maintenance, CRM Systems, Portfolio Management
Phoenix, Arizona, United States · Hybrid
Job Summary Key Deliverables and Responsibilities The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers a balance of client-facing interaction…
Skills: Administrative support, Operational tasks, Client account administration, Data entry, Compliance documentation
Fairfield, Iowa, United States · Hybrid
Job Summary Key Deliverables and Responsibilities The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers a balance of client-facing interaction…
Skills: Administrative Support, Client Account Administration, Compliance Record Keeping, Problem Solving, Time Management
Phoenix, Arizona, United States · Hybrid
$24/hr–$29/hr
Job Summary Key Deliverables and Responsibilities The Operations Support Consultant serves as a subject matter expert for complex operations matters, providing guidance and solutions that support financial professionals,…
Skills: Financial services operations, Brokerage operations, Investment operations, Trading support, Account registration
Phoenix, Arizona, United States · Hybrid
$65k–$80k/yr
Job Summary Key Deliverables and Responsibilities Cambridge is seeking an experienced Instructional Designer to join the Training & Education team. This role designs and develops learner-centered training, performance su…
Skills: Instructional design, Learning experience design, E-learning development, Stakeholder management, AI tools
Phoenix, Arizona, United States · Hybrid
$75k–$95k/yr
Job Summary Key Deliverables and Responsibilities As part of the Human Resources team, you will help us build a talented, highly capable workforce, coach managers to greater effectiveness, and help our people be successf…
Skills: Employee Relations, Compensation, Performance Management, Talent Development, Employment Law Compliance
Phoenix, Arizona, United States · Hybrid
$19/hr–$22/hr
Job Summary Key Deliverables and Responsibilities The Service Experience Specialist provides operational and administrative support to financial professionals and clients within the Service Experience team. This role is …
Skills: Operational Support, Administrative Support, Client Service, Policy Interpretation, Problem Solving
Phoenix, Arizona, United States · Hybrid
Job Summary Key Deliverables and Responsibilities We are seeking a detail-oriented and solutions-driven Workday Finance Integrations & Automation Analyst to support the Finance Department’s technology ecosystem. This rol…
Skills: Workday Financials, System Integrations, Automation Tools, AI Solutions, Financial Accounting Systems
Phoenix, Arizona, United States · Hybrid
$20/hr–$23/hr
Job Summary Key Deliverables and Responsibilities Cambridge is seeking a detail-oriented Data Integrity Specialist to join our Specialized Services team. In this role, you'll help ensure the accuracy and integrity of cri…
Skills: Data Entry, Data Verification, Research, Problem Solving, Analytical Abilities
Phoenix, Arizona, United States · Hybrid
Job Summary Key Deliverables and Responsibilities Cambridge is seeking an Advocacy and Supervision Principal to join the Advocacy and Supervision department. This role is responsible for reviewing, analyzing, and approvi…
Skills: Transaction Review, Compliance Oversight, Risk Assessment, Suitability Analysis, Regulatory Adherence
Phoenix, Arizona, United States · Hybrid
$70k–$90k/yr
Job SummaryThe Associate Director of Business Development plays a key role in supporting and executing Bridgeport’s acquisition growth strategy within the the Fee Only RIA marketplace . Reporting to the SVP of Business D…
Skills: Mergers & Acquisitions, Corporate Development, Business Strategy, Due Diligence, Relationship Management
Phoenix, Arizona, United States · Hybrid
Job Summary Key Deliverables and Responsibilities Cambridge Investment Group is seeking a Director, Advocacy and Supervision to lead a territory of multiple roles, including Regional Directors, Associate Regional Directo…
Skills: Leadership, Financial Professional Supervision, Regulatory Compliance, Strategic Planning, Coaching and Mentoring
Phoenix, Arizona, United States · Hybrid
Job Summary Key Deliverables and Responsibilities Cambridge Investment Group is seeking a Regional Director to provide supervisory compliance, and relationship management support within the Advocacy and Supervision depar…
Skills: Supervisory Compliance, Relationship Management, Regulatory Documentation, Securities Activity Review, Risk Assessment
Phoenix, Arizona, United States · Hybrid
Job SummaryWe are seeking an Associate Regional Director to join our Advocacy and Supervision team. In this role, you will support financial professionals and their offices by providing practical supervisory guidance, re…
Skills: FINRA Compliance, Securities Supervision, Relationship Management, Regulatory Documentation, Correspondence Review
Phoenix, Arizona, United States · Hybrid
Job Summary Key Deliverables and Responsibilities As a Principal Data Engineer, you will serve as a hands-on technical leader responsible for designing, building, and optimizing Cambridge's modern data platform. You'll h…
Skills: Snowflake, Azure Data Factory, Azure Data Lake Storage, Azure Functions, Python
Phoenix, Arizona, United States · Hybrid
$70k–$75k/yr
Job Summary Key Deliverables and Responsibilities The Event Planner is responsible for organizing the creative development, execution, and implementation of the firm’s conferences and events as identified by the leadersh…
Skills: Event Planning, Project Management, Budgeting, Vendor Management, Negotiation
Phoenix, Arizona, United States · Hybrid
$42k–$50k/yr
Job SummaryThe Digital Experience Consultant plays a key role in delivering exceptional support to financial professionals and their clients by resolving system-related issues, providing guidance on digital tools, and en…
Skills: Technical Troubleshooting, Customer Support, Access Management, System Navigation, Data Entry
Phoenix, Arizona, United States · Hybrid
$50k–$60k/yr
Job Summary Key Deliverables and Responsibilities We are seeking a knowledgeable and service-driven Registration & Licensing Consultant to support our financial professionals throughout all phases of their affiliation wi…
Skills: FINRA Registration, State Registration, Investment Advisory Registration, Insurance Appointment Processes, Regulatory Compliance
Phoenix, Arizona, United States • Hybrid
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The Director of Product Management for Salesforce is responsible for the strategic direction, roadmap, and measurable outcomes of the enterprise Salesforce ecosystem. This role involves leading product owners, defining OKRs, and partnering with cross-functional teams to deliver AI-powered experiences and modernized service workflows.
Candidates must have significant product management experience, including at least 5 years of hands-on leadership across Salesforce platforms. A strong background in defining product strategy, managing complex backlogs, and obtaining FINRA licensing within 12 months is required.
The Director Product Management, Salesforce is accountable for the strategic direction, business and customer outcomes, and product maturity enabled through the Salesforce ecosystem. This includes workflow orchestration, case management, AI-powered experiences, and enterprise service modernization. This role defines and achieves measurable OKRs, adoption, and value realization; creates strategy and roadmap; governs priorities and trade-offs; aligns stakeholders and delivery teams; and provides leadership for Salesforce Product Owners.
The Director will bring extensive hands-on experience across the Salesforce product suite and platform ecosystem, including Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, Agentforce/Einstein, and Tableau/CRM Analytics. This role owns the vision, strategy, roadmap, backlog priorities, adoption approach, and measurable outcomes for enterprise Salesforce capabilities that improve how work moves through the organization, how cases are captured and resolved, and how artificial intelligence is applied to reduce friction, improve productivity, and create better experiences.
Own product outcomes and OKRs by defining measurable outcomes, establishing baselines, maintaining a product scorecard, and proactively managing trade-offs to deliver outcomes rather than only outputs.
Set product vision and strategy by developing a clear strategy narrative and roadmap, communicating intent, sequencing, trade-offs, and rationale to executives, stakeholders, and delivery teams.
Lead multi-team discovery across domains and shared services consumers, using research, analytics, instrumentation, and stakeholder input to validate problems, segment users, and define value hypotheses.
Prioritize enterprise demand by managing intake across competing needs using transparent criteria such as value, risk, effort, dependencies, and compliance.
Translate strategy into outcomes, epics, and acceptance criteria while establishing standards and decision guardrails that enable teams to execute consistently.
Partner with engineering, platform architecture, security, risk, compliance, governance, and operations teams to deliver capabilities, standards, and enablement that scale.
Define instrumentation and reporting for adoption, reliability, performance, quality, policy compliance, and time-to-value, using insights to drive continuous improvement.
Mentor Associate Product Owners and Product Owners by teaching discovery, outcome definition, prioritization, and stakeholder management to raise product maturity.
Establish product rituals and artifacts such as roadmap reviews, quarterly planning inputs, decision logs, and release communications to improve operating model rigor.
Define ownership and operating agreements across teams and customer segments, aligning governance forums and escalation paths to support fast, compliant decisions.
Significant product management experience owning strategy, roadmap, prioritization, delivery partnership, adoption, and measurable outcomes for complex products, platforms, service experiences, CRM capabilities, or operational systems.
5+ years of hands-on experience leading Product Owners across multiple Salesforce platforms.
Demonstrated ability to define OKRs, instrument products, and manage to outcomes such as adoption, value realization, reliability, quality, risk, and compliance.
Strong Salesforce product strategy fluency across platforms and complex domains, including governance, operating models, service design, dependency management, and lifecycle planning from discovery through adoption.
Significant hands-on product experience with the Salesforce ecosystem, including partnership with Salesforce architects, administrators, developers, and integration teams.
Excellent stakeholder leadership and ability to influence without authority across engineering, security, risk, compliance, enterprise architecture, and business domains.
Experience identifying, shaping, or delivering AI-enabled products, automation capabilities, and intelligent workflow experiences.
Working understanding of practical AI use cases such as generative AI, case summarization, knowledge recommendations, intelligent routing, conversational experiences, automated assistance, decision support, and agentic workflows.
Exceptional strategic communication and storytelling skills, with the ability to frame problems, articulate trade-offs, and drive alignment with executives and delivery teams.
Expert knowledge of Azure DevOps to manage, prioritize, and execute backlog of work, including managing or creating dashboards, running reports, and building queries.
Current FINRA Series 99 and/or Series 7 license, or ability and expectation to successfully obtain required FINRA licensing within 12 months of employment.
Enterprise Salesforce strategy has clear, actionable, measurable OKRs and a scorecard that leadership uses to manage performance and investment.
Adoption grows across target segments, with more users and teams adopting the product through reduced friction, improved self-service, and stronger onboarding.
AI creates measurable business value by improving efficiencies, guidance, knowledge access, summarization, and decision support while maintaining appropriate governance and controls.
The product experience improves through faster time-to-value, fewer recurring incidents or defects, clearer operational ownership, and reduced rework for delivery teams.
Stakeholders trust product decisions because prioritization is transparent, evidence-based, and aligned to risk, compliance, and business value.
Location: Phoenix, AZ or Fairfield, IA (hybrid attendance model)
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
You can find more details about our comprehensive benefits package here.
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
For more than 45 years, Cambridge has helped independent financial advisors serve clients and build their businesses.
At Cambridge, we believe independence is a leap of faith — and one that should be rewarded. Since 1981, we’ve helped independent financial advisors turn that leap into opportunity by providing the resources, support, and flexibility they need to build the business they’ve always envisioned. What drives our business is an unwavering dedication to internal control. In an industry that is consolidating quickly, we're committed to protecting our independence and the independence of the advisors we serve. In 2026, that commitment was recognized when Cambridge was named InvestmentNews Broker-Dealer of the Year.1 1 InvestmentNews Awards Broker-Dealer of the Year 2026 winner nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/ Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
Offices: 1776 Pleasant Plain Road, Fairfield, IA 52556, US
For more than 45 years, Cambridge has helped independent financial advisors serve clients and build their businesses.
At Cambridge, we believe independence is a leap of faith — and one that should be rewarded. Since 1981, we’ve helped independent financial advisors turn that leap into opportunity by providing the resources, support, and flexibility they need to build the business they’ve always envisioned. What drives our business is an unwavering dedication to internal control. In an industry that is consolidating quickly, we're committed to protecting our independence and the independence of the advisors we serve. In 2026, that commitment was recognized when Cambridge was named InvestmentNews Broker-Dealer of the Year.1 1 InvestmentNews Awards Broker-Dealer of the Year 2026 winner nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/ Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
Offices: 1776 Pleasant Plain Road, Fairfield, IA 52556, US
