Product Manager - Platforms for Wealth Tech | London

Evelyn Partners

Liverpool

Hybrid

GBP 60,000 - 80,000

Full time

3 days ago

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Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking a talented Product Manager to join our Liverpool team on a 12 Month FTC. You will bridge business vision and technical delivery, translating complex wealth management concepts into actionable products for colleagues across COO Functions.

You will own prioritised backlogs, gather requirements, and work with business and technology teams to shape initiatives that improve client journeys and drive measurable value for our clients and the firm.

Qualifications

Experienced Product Manager / Business Analyst with a proven ability to build strong relationships and influence stakeholders at all levels across business and technology functions.
Experienced in Agile and Product Management methodologies, working collaboratively with stakeholders and delivery teams to define, prioritise, and deliver valuable business solutions from inception through implementation.
Proficient in Microsoft Office Suite, JIRA, Confluence, MIRO, and project management tools to support product delivery, collaboration, and reporting.
Strong project planning capabilities, including roadmap development, critical path analysis, dependency tracking, and end-to-end delivery management.
Skilled at translating complex technical concepts into clear, business-focused language for executives, end users, and operational teams, enabling informed decision-making.
Knowledgeable in Wealth Management operations, with an understanding of Investment Management and Financial Planning processes, products, and client journeys is preferred but not essential.

Responsibilities

Act as the key link between business stakeholders, COO Functions, and technology teams, ensuring business objectives are translated into effective product and platform solutions.
Manage and shape demand for new initiatives, assessing requests, defining scope, and ensuring alignment with strategic priorities.
Gather, analyse, and refine business requirements, transforming stakeholder needs into clear user stories, business outcomes, and actionable delivery plans.
Identify and articulate the benefits, success criteria, and expected outcomes of change initiatives, ensuring value can be measured and realised.
Own and maintain a prioritised product backlog, ensuring work is appropriately governed, prioritised, and aligned to quarterly planning objectives.
Champion the client and user experience by understanding end-to-end customer journeys, identifying pain points, and driving continuous improvements to products and services.