Senior Digital Platform Lead for Wealth Advisory Tools

Generali; Milano; Hybrid; EUR 38,000 - 46,000; Full time

Benefits offered by this job

Smart working and flexible hours

Supplementary health insurance and/or优

Training and learning platform access

Job summary

Banca Generali, a leading private bank in Italy, seeks a Senior Digital Platform Specialist for its Milan office. You will own end-to-end digital platforms, drive adoption across the Financial Advisor network, and collaborate with IT, UX/UI, and external partners to deliver value.

You will coordinate across lifecycles, manage requirements, and contribute to AI-enabled digital services evolution, while fostering a results-driven, cross-functional team environment.

Qualifications

• Degree in Economics, Management Engineering, or related fields.
• 3–5 years of digital, business analysis, or project management experience.
• Advanced knowledge of Microsoft Office (Excel, PowerPoint).
• Familiarity with Agile and/or Waterfall methodologies.
• Fluent English (written and spoken).
• Strong ownership and results-driven mindset.
• Stakeholder management and coordination skills.
• Analytical thinking and problem-solving attitude.
• Proactive approach and innovation mindset.
• Excellent communication and synthesis skills.
• Team-oriented, comfortable in cross-functional environments.

Responsibilities

• Gather and define business requirements, translating them into functional specifications.
• Manage digital projects across the full lifecycle (analysis, development, testing, release).
• Coordinate with IT, UX/UI teams, external vendors, and business stakeholders.
• Oversee testing phases (UAT) and solution validation.
• Monitor project KPIs and platform performance.
• Identify improvements and optimization opportunities for digital processes.
• Contribute to the definition of the digital roadmap.
• Prepare communication, training, and release support materials.
• Conduct benchmarking and analysis of market trends in digital innovation.
• Monitor and drive platform adoption across the Financial Advisor network (usage KPIs, engagement, feedback collection).
• Define and execute continuous improvement initiatives based on user feedback and data analysis.
• Contribute to the evolution of AI-enabled digital services (e.g. virtual assistants, knowledge base).

Skills

Ownership mindset

Stakeholder management

Analytical thinking

Proactive approach

Communication skills

Team oriented

Education

Degree in Economics/Management Engineering/related

Job description

Banca Generali, a leading private bank in Italy, seeks a Senior Digital Platform Specialist for its Milan office. You will own end-to-end digital platforms, drive adoption across the Financial Advisor network, and collaborate with IT, UX/UI, and external partners to deliver value.

You will coordinate across lifecycles, manage requirements, and contribute to AI-enabled digital services evolution, while fostering a results-driven, cross-functional team environment.