Product Manager

Description:

We’re working with a highly respected wealth management partnership, part of a leading global private banking group, who are seeking a Product Manager with proven experience using Salesforce as the CRM within a Digital Wealth Management environment. This firm has achieved impressive growth by putting clients at the centre of everything they do, delivering personalised, transparent advice and sophisticated investment strategies across a broad range of asset classes, including pensions, ISAs, investments, and portfolio management.

In this role, you’ll play a key part in enhancing their digital offering, working across a blend of internally developed applications and best-in-class third-party platforms to support the delivery of high-quality, client-focused wealth management solutions. Their culture has a great balance, combining entrepreneurial thinking with strong governance, making this an exceptional opportunity to contribute to a forward-thinking business while building a long-term, meaningful career.

The Product Manager Role:

As Product Manager, you’ll play a pivotal role in a major transformation programme within a leading wealth management firm — a unique opportunity to make a tangible impact on how the business leverages technology to deliver best-in-class client experiences.

You’ll be at the forefront of Salesforce CRM adoption and client lifecycle management, acting as a strategic link between technology and the business. Partnering closely with senior stakeholders, you’ll join a high-performing team often described as the "engine room" of the organisation — where technology solutions power both internal operations and the end-to-end client journey.

The programme is now entering a particularly exciting phase of implementation, introducing AI-driven tools, cloud technologies, automation, and more. You’ll collaborate directly with engineering teams to shape and deliver innovative solutions that are transforming how the firm engages with clients and scales its operations. This role offers exceptional exposure to senior leadership, the opportunity to influence strategic initiatives, and a clear path to long-term career growth within a forward-thinking, collaborative culture. To thrive in this role, you must be able to: collaborate with senior business stakeholders, be commercially minded, constantly develop your business knowledge and awareness, be comfortable working with APIs and be able to work within a long-standing Agile team.

Skills Required for the Product Manager:

• Demonstrable experience working as a Product Manager across greenfield implementations – specifically within Financial Services
• Experience with Salesforce as the CRM of choice
• Outstanding communication, presentation and leadership skills with an ability to engage with business users (Front office, Portfolio managers) and software developers alike.
• Experience leading teams in an agile setting, delivering continuous change into a production environment
• Has worked in financial services setting, preferably within Asset Management, Wealth Management, Private Banking, FinTech