Product Manager - Client Lifecycle Management

LGT Vestra LLP; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in London is seeking a Product Manager to bolster its technology capabilities. This role involves close collaboration with stakeholders to drive business adoption of CRM solutions, specifically Salesforce. The ideal candidate will have experience in transformational change, knowledge of APIs and microservices, and a commitment to innovative problem-solving. Responsibilities include linking business needs to technical solutions and advocating for the product within the organization.

Qualifications

• Degree level education is required.
• Experience of transformational change is essential.
• Prior experience working with Salesforce or similar CRM is a must.
• Experience working with APIs, microservices, and distributed architecture is required.
• Excellent spoken and written English skills are necessary.

Responsibilities

• Act as the link between the business, development team, and vendors.
• Understand stakeholders' needs and convert them to actionable stories.
• Communicate product value to relevant stakeholders and governance groups.
• Conduct regular demos and training across the business.

Skills

Collaboration with stakeholders

Agile methodology

Client Lifecycle Management

CRM (Salesforce)

Education

Degree level

Tools

Salesforce

APIs

Microservices

Job description

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values.

The Business Transformation team is responsible for product management across all front office, client facing and operational technology and works very closely with the Technology team to delivery LGT's digital transformation vision.

Brief Role Objective:

• We are looking for a Product Manager to help us build out our technology capability as a strategic asset.
• The Product Manager will work closely with the Lead Product Manager for Client Lifecycle Management - focussing predominantly on driving Business adoption and delivering key business initiatives on our CRM, Salesforce.
• They will support the Lead PM in taking ownership of the alignment and product development of our client lifecycle proposition, including but not limited to Customer Relationship Management (CRM - Salesforce) & Client Onboarding.
• To succeed in this role, you must be able to: collaborate with stakeholders across business areas, willing to constantly develop your business knowledge and awareness, have experience with Client Lifecycle Management & Onboarding and able to work within an Agile team.
• The Product Manager will work closely with the Engineering team to ensure solutions are built to solve business problems and will play an integral role in leading increment planning for the product as well as setting the high level product vision for the team.

Key Responsibilities:

• Act as the link between the business, development team and external vendors; acting as the subject matter expert to provide context to developers and vendors around the outcomes they are delivering.
• Understand the needs of key business stakeholders and ensure their requirements are understood and turned into actionable agile user stories.
• Communicate the value / benefits delivered by the product team to relevant stakeholders and governance groups, playing a key role in the CLM team.
• Be the loudest evangelist for your product giving regular demos and training across the business.

Your Profile:

To be successful in this role, you should have:

• Direction - be well informed about the business and strategic context.
• Alignment - works across team boundaries to share perspectives and maximise efficiencies.
• Commitment - shares success and openly acknowledges high performers.
• Behaviours - passion to challenge the status quo with an experimental mindset to drive innovation.

Experience, Qualifications and other requirements specific to the role:

• Degree level
• Experience of transformational change
• Experience of working with Salesforce or similar CRM
• Experience working with APIs, microservices and distributed architecture
• Excellent spoken and written English.