Senior Product Manager, Digital Strategy
Who We Are
Our client is an established wealth management and financial services firm undergoing a major digital transformation. With a strong advisor‑led business and a growing client base, the firm is investing heavily in modern digital platforms to enhance how clients trade, manage portfolios, and receive advice.
The organisation is building its next‑generation digital wealth platform with a focus on security, scalability, and intuitive user experience. This initiative is business‑critical and backed by senior leadership, sitting within a dedicated transformation function that works across technology, risk, compliance, and the front office.
We Are Seeking: Senior Product/Project Manager - Digital Client & Advisor Experience
This role owns the end‑to‑end digital experience for clients and advisors within International Wealth Management. You will shape how users onboard, authenticate, trade, view portfolios, and interact with advisory tools. The focus goes beyond UI - you are responsible for the underlying digital engine that supports core wealth management workflows.
You will work closely with advisors, technology, risk, and compliance teams to translate real business needs into a clear product roadmap and drive delivery.
Key Responsibilities
- Own the client and advisor digital journey across onboarding, authentication, trading, and portfolio management
- Lead delivery of secure, functional wealth management platforms
- Drive implementation of core security features, including multi‑factor authentication
- Translate advisor and client needs into product requirements and prioritised backlogs
- Partner with technology, risk, compliance, and infrastructure teams
- Build and lead a small team of product managers, designers, and analysts
Must‑Haves
- 8+ years of experience in digital product, platform delivery, or transformation within wealth management or private banking
- Proven delivery of complex wealth or advisory platforms
- Hands‑on experience with security and authentication frameworks in financial services
- Strong understanding of advisor workflows and client investment journeys
- Ability to influence cross‑functionally and own outcomes end to end
Why Join Us
- High‑impact role within International Wealth Management
- Ownership of a flagship digital platform
- Strong visibility with senior stakeholders
- Opportunity to shape how advisors and clients interact digitally
Selby Jennings is a Trading Style of Phaidon International (License Number 16S8194)
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