AI Product Manager

Lombard Odier Investment Managers; Genf; Vor Ort; CHF 180.000 - 240.000; Vollzeit

Zusammenfassung

Lombard Odier Investment Managers (LOIM) seeks an AI Product Manager for Business Development to leverage AI for proactive prospect detection and smarter client interactions. You will collaborate with AI engineers to turn commercial intelligence into production AI systems and work within a fast-moving squad.

You will define AI use cases for BD, coordinate with sales and hospitality teams, and drive adoption of AI tools across the function, including change management and training.

Qualifikationen

• 7+ years of experience in business development, sales, client relations or management consulting in financial services.
• Proven ability to translate commercial workflows into structured AI product requirements.
• Experience with CRM systems and commercial intelligence tools, Salesforce a plus.
• Excellent communication and facilitation skills in English, French is a plus.

Aufgaben

• Own the AI use case roadmap for Business Development: identify, prioritize and formalize opportunities where AI can drive proactive prospect detection, client intelligence and sales enablement.
• Define and lead the build of AI-powered prospect identification systems using market signals, client behavior data and external intelligence to surface opportunities before competitors do.
• Work with sales and hospitality teams to understand their workflows and translate them into AI product requirements.
• Lead the adoption of AI tools across the BD function: design change management plans, run training sessions, track commercial impact.
• Define and monitor value metrics for each AI use case: pipeline generated, conversion rates, time saved on pitch preparation, prospect hit rate
• Stay current with how AI is transforming distribution and client relationship management in asset management globally.

Kenntnisse

CRM experience

AI literacy

Sales/BD experience

English proficiency

French language skill

Ausbildung

Master's degree in Business, Finance, Marketing or related field

Tools

Salesforce

Jobbeschreibung

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide

advanced banking technology to other financial institutions.

"Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our AI team, we are looking for a:

AI Product Manager - Business Development

As AI Product Manager for Business Development at LOIM, you use AI to make our commercial teams more proactive, more targeted and more effective. You identify prospects before they raise their hand, you help our sales and hospitality teams prepare smarter client interactions, and you build the AI-powered workflows that give LOIM a commercial edge. You work in a squad alongside an AI Engineer and an AI Data Engineer to turn commercial intelligence into production AI systems.

YOUR ROLE

• Own the AI use case roadmap for Business Development: identify, prioritize and formalize opportunities where AI can drive proactive prospect detection, client intelligence and sales enablement
• Define and lead the build of AI-powered prospect identification systems using market signals, client behavior data and external intelligence to surface opportunities before competitors do
• Work with sales and hospitality teams to understand their workflows and translate them into AI product requirements (pitch preparation, client profiling, meeting intelligence, follow-up automation)
• Lead the adoption of AI tools across the BD function: design change management plans, run training sessions, track commercial impact
• Define and monitor value metrics for each AI use case: pipeline generated, conversion rates, time saved on pitch preparation, prospect hit rate
• Stay current with how AI is transforming distribution and client relationship management in asset management globally

YOUR PROFILE

• Master's degree in Business, Finance, Marketing or a related field
• 7+ years of experience in business development, sales, client relations or management consulting in financial services
• Deep understanding of asset management distribution: institutional sales, wholesale, hospitality and client relationship management
• Proven track record of leading commercial transformation or CRM programs in financial services
• Strong ability to translate commercial workflows into structured AI product requirements
• Experience with CRM systems and commercial intelligence tools, Salesforce a plus
• AI literacy: you don't need to code but you understand what AI can and cannot do, and you can have a credible conversation with engineers about feasibility
• Familiarity with AI concepts such as RAG, agentic workflows, LLMs and how they apply to investment use cases
• Excellent communication and facilitation skills in English, French an asset
• Autonomous, delivery-oriented and comfortable working in fast-moving squad environments

Our Maison’s DNA

Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.