Product manager in private wealth

LIQID; United States; Hybride; USD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

MacBook

Lunch allowance

Development budget €1,500

Exclusive discounts

Health initiatives

Résumé du poste

LIQID is seeking a Senior Product Manager for Private Wealth to design and deliver the client journey for high-net-worth clients, working with Relationship Managers to enhance service quality. You will shape the end-to-end hybrid service model, from initial advisory meetings through onboarding and ongoing servicing, while ensuring MiFID II compliance and regulatory accuracy.

The role emphasizes building tools that free time for advisors, implementing AI copilots, and defining metrics that drive

Qualifications

• 7+ years in Product Management in wealth or FinTech domains.
• Ability to design end-to-end client journeys spanning people, processes, and software.
• Fluent in German and English; strong regulatory knowledge (MiFID II).

Responsabilités

• Own the private client journey from advisory to long-term servicing.
• Define KPIs: net new money, share of wallet, retention, and cost-to-serve.
• Build tools like client 360 view, meeting prep, AI copilots.
• Collaborate with Investment, Compliance and Ops to ensure compliant journeys.

Connaissances

Product Management

Wealth management

CRM integrations

AI tooling

German language

English language

Outils

CRM systems

API design

Description du poste

Описание

As Senior Product Manager – Private Wealth (f/m/d) you build the product for LIQID's most demanding clients: entrepreneurs, families and executives whose relationship with us runs through a personal Relationship Manager. You design for two users at once – the client and the RM – and your mandate is twofold: make our Relationship Managers radically more effective, and design the end-to-end hybrid service, sales and relationship model for our most complex offerings.

Задачи

• Own the private client journey from introduction and first advisory meeting through onboarding, investment and long-term servicing to the next allocation. You define the segment's North Star and KPI tree – net new money, share of wallet, time from advisory to investment, private markets adoption, retention, RM book capacity and cost-to-serve – and develop it further where you see sharper signals.
• You build the tools that give them more time for advice and less for administration: a client 360 view, meeting preparation and follow-up, next-best-action signals, pipeline visibility and AI copilots that draft, summarize and document – within the requirements of MiFID II on suitability, cost transparency and record-keeping.
• Blueprint the service model end-to-end: which moments are digital, which are personal, and which are both. Together with RM and Sales leadership you design seamless handovers, a shared view between client app and RM workspace, and service tiers that scale high-touch quality to more clients without diluting it.
• Make sophisticated products understandable and executable: private markets with capital calls, distributions and J-curves, and the underlying funds and companies, from Cinven and Advent to Mistral and Databricks, as well as bespoke mandates, company and holding accounts, family structures and consolidated reporting across portfolios.
• You work closely with the Investment team, Compliance and Operations so every journey is compliant by design. Join advisory meetings, shadow RMs and run continuous discovery with clients for whom every interaction matters.
• You combine qualitative depth with rigorous measurement in a small-n, high-value segment, define tracking schemas for client and RM journeys, and use AI-assisted prototyping to converge on solutions in few iteration cycles.
• Act as Product Manager and Product Owner for a cross-functional team of Engineering, Design and Product Ops.
• You drive adoption of what you ship inside the RM organization, prioritize transparently by impact and effort – which also means saying no – and grow into the thought leader for hybrid wealth management at LIQID.
• Будет плюсом: Experience building for internal expert users such as advisors, sales or service teams alongside end clients is a strong plus; Experience with private market products or advisory processes is a strong plus.

Требования

• 7+ years in Product Management, ideally in wealth management, private banking, FinTech or another trust-driven, advice-led domain.
• You think in service models, not just screens. You have designed journeys that span people, processes and software, and you know how to drive adoption and behavior change inside an organization, not only ship features to it.
• Solid understanding of investing and wealth management (capital markets, private markets, portfolio construction), and the ambition to build regulatory fluency in a supervised environment (MiFID II, BaFin).
• You define metrics before you build and attribute impact credibly, even with small samples.
• You are comfortable with CRM and workflow integrations, discussing architecture and API trade-offs with engineers, and using AI tooling to prototype and to build AI-assisted workflows.
• Fluent in German and English, with the presence to earn credibility with experienced Relationship Managers and with clients who expect the highest standard – and to represent your roadmap toward leadership.
• Comfortable in fast-paced, high-ownership scale‑up environments. You want to own outcomes, not backlogs, and you are excited to define what a premium hybrid private client experience looks like in an AI‑native product organization.

Условия

• Flat hierarchies and cultural openness make you an integral part of our diverse team of international talents from day one.
• You’ll find the right balance with flexible work models, working hours, and remote work options.
• 28 days of vacation and two additional days off on December 24 and 31 ensure you have ample time to unwind.
• You’ll help shape the future of digital wealth management with us in an innovative, multi-award-winning company on a growth trajectory, with high market relevance and plenty of space for your ideas.
• We support your personal and professional growth with an annual development budget up to €1,500.
• Additionally, at the start of your tenure at LIQID, you’ll receive high-quality equipment, including a MacBook, headphones, and a display.
• As a LIQIDian, you'll enjoy attractive terms for our investment strategies, a monthly lunch allowance, and exclusive discounts with various providers.
• Regional organic products keep you fit in the office, and our health initiatives or Health Assistance Program go far beyond that.