Platform Owner - GenVu

Platform Owner – GenVU

Department: Transformation, Technology & AI
Location: New York / Hybrid
Reports to: [Head of Transformation / CTO]
Direct Reports: [Internal team members and oversight of partner resources]

Who is Gen II?

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.

With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com 

What’s the role?

The Platform Owner for GenVU is a strategic leadership role responsible for the end-to-end ownership of the GenVU (Salesforce) platform. You will define and execute the platform roadmap, drive adoption across the organization and with clients, manage stakeholder relationships, and ensure the platform delivers measurable value to both internal users and external clients. This role requires a blend of strategic vision, operational excellence, strong stakeholder management skills and hands-on leadership.

What you’ll be doing

Strategy & Roadmap

• Define and own the GenVU platform vision, strategy, and multi-year roadmap aligned with Gen II's transformation objectives – including short and medium priorities


• Translate business requirements and market trends into platform capabilities and features


• Prioritize platform initiatives based on strategic value, client impact, and resource availability


• Identify opportunities for platform innovation, including AI integration and automation

Stakeholder Engagement

• Act as the senior point of contact for all GenVU-related matters across the organization


• Build and maintain strong relationships with internal stakeholders including Operations, Client Services, Finance, and Technology teams


• Engage directly with clients to gather feedback, understand needs, and communicate platform enhancements


• Present platform updates, roadmap progress, and strategic direction to senior leadership and the board

Platform Evangelism & Adoption

• Champion the GenVU platform across Gen II, driving user adoption and engagement


• Develop and execute communication strategies to keep stakeholders informed of platform capabilities and updates


• Training program and materials to maximize platform utilization & value


• Gather and act on user feedback to continuously improve the platform experience

Release Management & Communication

• Own the platform release cycle, ensuring timely delivery of new features and enhancements


• Coordinate release communications to clients, including release notes, training, and support materials


• Manage internal communications regarding platform changes, downtime, and new capabilities


• Assure best practice governance processes to ensure quality and minimize disruption

Resource & Budget Management

• Manage the GenVU budget, including internal resources and external partner/vendor costs


• Oversee a blended delivery model combining internal team members with partner technical resources


• Ensure optimal allocation of resources to balance quality, velocity, and cost-effectiveness


• Hold delivery partners accountable for quality, timelines, and adherence to standards


• Track and report on platform ROI and delivery metrics
  
  

Required Experience & Qualifications

• 5+ years of experience in product ownership, platform management, or technology leadership roles


• Demonstrable experience with Salesforce platforms (Sales Cloud, Service Cloud, Experience Cloud, or similar)


• Proven track record of defining and executing product/platform roadmaps


• Strong experience managing and prioritizing competing demands from multiple stakeholders


• Experience managing blended teams of internal and external/partner resources


• Budget management experience with accountability for delivery outcomes


• Excellent communication and presentation skills, comfortable engaging at all levels including C-suite and board


• Experience in financial services, fund administration, or private equity is highly desirable

Desirable Skills & Experience

• Salesforce certifications (Administrator, Platform App Builder, or similar)


• Experience with Agile/Scrum delivery methodologies


• Understanding of workflow automation, CRM best practices, and client portal design (UI / UX)


• Experience integrating AI capabilities into enterprise platforms


• Knowledge of data governance, security, and compliance requirements in financial services

Key Competencies

• Strategic Thinking: Ability to translate business strategy into platform capabilities and prioritized initiatives


• Stakeholder Management: Proven ability to engage, influence, and align diverse stakeholders across all levels


• Communication Excellence: Clear, compelling communication skills for both technical and non-technical audiences


• Delivery Focus: Results-oriented with strong accountability for quality, timelines, and outcomes


• Commercial Acumen: Understanding of budget management, vendor relationships, and ROI measurement


• Client Orientation: Deep commitment to understanding and exceeding client expectations

The salary range for this position is $250,000 - $275,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) day remotely.

https://gen2fund.com/candidate-privacy-statement/