Sales and Marketing Product Owner - D365

Investec; London; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

Investec is seeking a Sales and Marketing Product Owner for its D365 Digital & Technology team. This role is crucial in driving digital transformation within the bank, leveraging Microsoft Dynamics to support various business processes. The ideal candidate will possess strong expertise in Dynamics and banking, ensuring both stakeholder engagement and product success throughout the entire business lifecycle.

Benefits

Wellbeing Subsidy

Corporate Gym Membership

Optional Private Medical & Dental Insurance

Non-contributory Pension

Discretionary Bonus

Travel Season Ticket Loan

Electric Vehicle Scheme

Qualifications

• Proven ability to manage relationships with stakeholders from junior staff to C-suite executives.
• Full lifecycle experience in CRM programmes within Microsoft Dynamics 365.
• Strong analytical skills capable of producing process maps and functional specifications.

Responsibilities

• Act as the Product Owner from analysis to implementation and benefits realization.
• Conduct comprehensive business analysis and facilitate workshops.
• Apply D365 product expertise to solve business problems.

Skills

Stakeholder Management

Business Analysis

Microsoft Dynamics 365

Agile Methodologies

Analytical Skills

Communication Skills

Education

Experience in Banking or Financial Services

Tools

Microsoft Dynamics 365

SQL

Job description

Sales and Marketing Product Owner - D365

Join to apply for the Sales and Marketing Product Owner - D365 role at Investec

Sales and Marketing Product Owner - D365

1 week ago Be among the first 25 applicants

Join to apply for the Sales and Marketing Product Owner - D365 role at Investec

Investec are looking for an experienced Product Owner to join the D365 Digital & Technology team, supporting Investec Bank as we undertake a once-in-a-generation transformation to move to a fully cloud native & SaaS technology stack, entirely built on Azure. As part of this transformation, we are heavily leveraging D365 as the backbone of our business processes.

The D365 Digital & Technology team plays the central role in this transformation, both in shaping the blueprint for the future state and the role of D365 in that vision, and also in delivering broad and deep digitalisation, automation and data-driven insights.

The ideal candidate for this role will have strong product expertise in Microsoft Dynamics allied to a deep understanding of the Banking industry, but we will also consider candidates with either a strong Dynamics background or significant Banking knowledge coupled with Product Owner experience

This is a key role that defines and delivers D365 product for an entire business value stream. The incumbent will act as product owner across the full business lifecycle from analysis through to business implementation and benefits realisation, working in an exciting, fast-paced, creative and commercial environment.

What you will be doing:

• Act as the Product Owner throughout the full business lifecycle, from analysis to implementation and benefits realisation.
• Build strong relationships with a diverse range of stakeholders, including front-line bankers, operations staff, and senior leadership.
• Conduct comprehensive business analysis, including needs assessment, functional specifications, and process mapping.
• Facilitate workshops that encourage creative thinking and challenge assumptions.
• Apply your D365 product expertise to solve business problems and drive digitalisation and automation.
• Manage business change initiatives, including process definition, colleague engagement, data reviews, and training.
• Perform technical integration analysis and data mapping.
• Continuously develop your knowledge of new functionality in Microsoft platforms and stay ahead of industry trends.

What we're looking for:

• Proven ability to develop and manage relationships with stakeholders at all levels, from junior staff to C-suite executives.
• Full lifecycle experience on CRM programmes within Microsoft Dynamics 365.
• Experience in banking (desirable) across various financial products (savings, lending, advisory) and customer segments (individuals, companies).
• Proficiency in Microsoft Dynamics configuration and experience working within Agile teams.
• Strong analytical skills with the ability to produce key analysis artefacts (process maps, functional specifications, user stories).
• A flexible attitude, critical thinking skills, and the ability to leverage technology to solve business problems.
• Excellent verbal and written communication skills, with comfort in running workshops and delivering training.

Non-Essential (Desirable) Skills:

• Dynamics 365 certifications.
• Hands-on experience with D365 low-code development (e.g., UI, workflows).
• Basic understanding of SQL databases (SQL Server preferred).
• Knowledge of the broader Microsoft stack (PowerApps, Power BI, Azure, Office 365) and experience working in fast-paced Agile environments.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [e-mail] who will be happy to assist.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Financial Services, Banking, and Investment Banking

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