Chris Trivers
Senior Digital Product Owner @Cetera Financial Group
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WORK HISTORY
Senior Digital Product Owner @Cetera Financial Group
El Segundo, CA, US
Serve as SENIOR DIGITAL PRODUCT OWNER for an independent network of registered investment advisers and broker-dealers. Drive enterprise strategy to consolidate multiple CRM instances into a unified, scalable Salesforce platform. CRM will support account opening, trading, telephony, marketing & financial planning.Lead cross functional discovery to capture advisor, operations, and technology requirements for best-in-class Salesforce Financial Services Cloud instance.Partner with Salesforce consultants, architects and data teams on system integration, data migration, and platform optimization. Act as Salesforce subject matter expert for the project. Serve as Product Owner for Agile teams, translating outcomes into a prioritized backlog with clear acceptance criteria and iterative releases. Develop product roadmap aligned with business goals & stakeholder needs.
EDUCATION
The College of Wooster
Bachelor of Arts, History
SKILLS
ABOUT CHRIS TRIVERS
Salesforce Platform Leader with 17 years of experience driving digital transformation. Utilizing Agile and customer centric frameworks to drive Salesforce implementations and continuous product enhancements. As a Certified Scrum Product Owner define and communicate Salesforce product vision, backlog and maximize value. Proven track record in product management, stakeholder collaboration and governance to align technology initiatives with business objectives. Passionate about leveraging Salesforce to simplify processes and drive growth.Twenty-six years of experience in financial services. Experience at credit unions, national and regional banks, private lenders and an independent Broker-Dealer / RIA network. Extremely knowledgeable about: commercial banking, middle market, sponsor finance, corporate and specialty, private credit, wealth management, investment management, small business and retail banking.Other relevant experience includes: Credit Union Digital Solutions Product Leader for Digital Banking (Alkami) and Digital Account Opening (Terafina). Ex-GE trained Marketing and Sales Enablement professional and certified Six Sigma Green Belt who enabled sales professionals to be more effective.
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