Senior Digital Platform Specialist

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 (www.bancagenerali.com), a Private Bank leader in Italy in financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism, is looking for a Senior Digital Platform Specialist for its Milan office.

The Digital Platform structure has the objective to design, project and manage digital tools for the network of Financial Advisors, focus on digital tools supporting Financial Advisors and Wealth Management processes.

The role involves end-to-end ownership of digital platforms and initiatives, ensuring their evolution, adoption, and performance over time, working closely with internal and external stakeholders.

• 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).

Requirements

• Degree in Economics, Management Engineering, or related fields
• 3–5 years of experience in digital, business analysis, or project management roles
• Advanced knowledge of Microsoft Office tools (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.

What we offer

The position offers employment under the Italian National Collective Labour Agreement for the Credit Sector (CCNL Credito) and the Company Supplementary Agreement of Banca Generali.

The starting gross annual salary is approximately € 42,000.

We also offer:

• Smart working and flexible working hours
• Supplementary health insurance and access to insurance coverage at preferential rates
• Training and development opportunities
• Access to learning platform

Why work with us

Joining Generali means becoming part of an international Group with a strong heritage and a forward-looking vision, where people are at the center of our sustainable growth strategy.

We foster a responsible, inclusive, and innovation-driven work environment, where everyone can contribute to creating value for customers, society, and the communities in which we operate.

We believe that diversity, equity and inclusion are essential to building a stronger culture and driving sustainable growth.

At Generali, you will find opportunities to grow through continuous learning, career development paths, and internal mobility across the Group.

We recognize talent and merit, and support flexibility as a key enabler of well-being and a sustainable work-life balance.

Working with us means sharing strong values and taking on meaningful challenges together to build a safer and more sustainable future every day.

As an Equal Opportunity Employer, Generali evaluates all applications based exclusively on objective and gender-neutral criteria, including skills, experience and potential, ensuring fairness and transparency throughout the selection process.

Company Profile

Banca Generali is a leading private bank in Italy, specializing in financial planning and wealth protection through a network of private financial advisors recognized among the best in the industry for their expertise and professionalism.

At Banca Generali, we are strongly committed to diversity and inclusion. We promote behaviors and initiatives that foster a sense of belonging for everyone, creating an inclusive workplace where individual differences are valued and recognized as a source of strength and innovation.