Regional Lead, Distribution Technology Product Management, EMEA

Columbia Threadneedle Investments; Greater London; Hybrid; GBP 90,000 - 140,000; Full time

Job summary

Columbia Threadneedle Investments seeks a senior technology/lead role to drive business-facing initiatives across EMEA, translating business needs into effective CRM, data, digital and AI-enabled workflows. You will collaborate with product, engineering, risk and compliance to deliver production-ready solutions while ensuring governance and adoption.

The role emphasizes cross-functional leadership, stakeholder management and clear communication with senior leaders in a regulated financial

Qualifications

• Substantial experience leading business facing technology, product or transformation work in asset management or wealth management.
• Strong understanding of institutional or intermediary distribution, including CRM, sales processes, client engagement and the needs of relationship teams.
• Experience shaping roadmaps, prioritizing competing demands and taking cross functional initiatives from discovery through adoption and measurable outcomes.
• Ability to work credibly with senior business leaders and technical teams, communicate complex choices clearly and influence without relying on direct authority.
• Sound judgement in handling client data, regulatory considerations and operational risk.

Responsibilities

• Build trusted relationships with EMEA Distribution leaders across institutional, intermediary and client facing teams; understand where technology can improve client outcomes and colleague productivity.
• Partner with the business to define the EMEA business facing capability roadmap: determine opportunities, assess value and feasibility, agree priorities and make tradeoffs clear to stakeholders.
• Translate business needs into clear outcomes, workflows and requirements for delivery partners across CRM, data, digital, AI and enterprise technology.
• Lead the technology side of initiatives that improve prospecting, relationship management, meeting preparation, client engagement, sales insights and service workflows.
• Partner with product, engineering, architecture, data, risk and compliance teams to bring solutions into production with appropriate controls for client information and AI use.
• Support adoption through process design, communication, training and feedback; measure usage and business results and refine capabilities after launch.
• Identify opportunities to reuse global capabilities across EMEA markets and bring regional requirements into global planning.
• Provide clear updates on priorities, dependencies, delivery progress and realized benefits to senior Distribution and Technology stakeholders.

Skills

Asset management

Wealth management

CRM

Sales processes

Relationship management

Roadmap shaping

Cross-functional leadership

Communication

Influence without authority

Regulatory & risk awareness

Operational risk

Tools

Salesforce

Job description

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

Where you’ll fit in & what our team goals are…

How you'll spend your time...

• Build trusted relationships with EMEA Distribution leaders across institutional, intermediary and client facing teams; understand where technology can improve client outcomes and colleague productivity.


• Partner with the business to define the EMEA business facing capability roadmap: determine opportunities, assess value and feasibility, agree priorities and make tradeoffs clear to stakeholders.


• Translate business needs into clear outcomes, workflows and requirements for delivery partners across CRM, data, digital, AI and enterprise technology.


• Lead the technology side of initiatives that improve prospecting, relationship management, meeting preparation, client engagement, sales insights and service workflows.


• Partner with product, engineering, architecture, data, risk and compliance teams to bring solutions into production with appropriate controls for client information and AI use.


• Support adoption through process design, communication, training and feedback; measure usage and business results and refine capabilities after launch.


• Identify opportunities to reuse global capabilities across EMEA markets and bring regional requirements into global planning.


• Provide clear updates on priorities, dependencies, delivery progress and realized benefits to senior Distribution and Technology stakeholders.

To be successful in this role you will have...

• Substantial experience leading business facing technology, product or transformation work in asset management, wealth management or a comparable regulated financial services business.


• Strong understanding of institutional or intermediary distribution, including CRM, sales processes, client engagement and the needs of relationship teams.


• Experience shaping roadmaps, prioritizing competing demands and taking cross functional initiatives from discovery through adoption and measurable outcomes.


• Ability to work credibly with senior business leaders and technical teams, communicate complex choices clearly and influence without relying on direct authority.


• Sound judgement in handling client data, regulatory considerations and operational risk.

If you also had this, it would be great...

• Experience working across multiple EMEA markets and aligning regional needs with a global operating model.


• Hands on familiarity with Salesforce or a comparable CRM platform and with data driven sales enablement, workflow automation or AI assisted colleague tools.


• Experience improving adoption and measuring the business impact of new capabilities in a distribution organization.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Technology

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.