Product Manager – Client LifeCycle Management London (GB)

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.

Business Unit:

• The Business Transformation team was introduced in January 2023, responsible for product management across all front office, client facing and operational technology and tasked with leading the company's long term digital transformation strategy. The Head of Business Transformation reports to the CEO of LGT Wealth Management.
• The team are responsible for driving innovation, engaging with all business units to ensure we continue to challenge and improve our processes, systems, products and services to ensure we are positioned to meet the future expectations of our clients and support the growth of the business.
• The team are responsible for the product management of front office, client facing and operational technology, including but not limited Client Lifecycle Management (CLM), Portfolio Management, Custody Services, Research and Client Portals.

Brief Role Objective:

• As we embark on this exciting new journey, we are looking for a Product Manager to help us build out our technology capability as a strategic asset. It’s an exciting stage in this journey, with the opportunity to continue to shape how the team supports the continued growth of the business.
• The Product Manager will work closely with the Lead Product Manager for Client Lifecycle Management – focussing predominantly on driving Business adoption of our new CRM, Salesforce.
• They will support the Lead PM in taking ownership of the alignment and product development of our client lifecycle proposition, including but not limited to Customer Relationship Management (CRM - Salesforce) & Client Onboarding. As a Product Manager, you will be part of the team charged with integrating and improving a key part of the LGT WM Business, with the goal of delivering innovative, efficient and differentiating propositions to Investment Managers, Investment Assistants & Business Development Directors. The Product Manager will support the lead PM in bridging the gap between technology and the business, nurturing a long-standing collaborative partnership.
• To succeed in this role, you must be able to: collaborate with stakeholders across the business, willing to constantly develop your business knowledge and awareness, have experience with Client Lifecycle Management & Onboarding and able to work within a new Agile team.
• The role will require you to work very closely with the Business from ideas to implementation in order to drive adoption – on a day-to-day basis you will be expected to gather requirements, translate these into user stories for the dev team, accept changes into production and help embed these new processes or enhancements into the everyday working of the Business Teams.
• This role offers an opportunity to join an exciting team, leading on a programme of transformational change across the firm's front-to-back client platform.

Key Responsibilities:

• Act as the link between the business, development team and external vendors; acting as the subject matter expert to provide context to developers (in the form of user stories) and vendors (Business knowledge) around the outcomes they are delivering.
• Understand the needs of key business stakeholders and ensure their requirements are understood and turned into actionable agile user stories.
• Communicate the value / benefits delivered by the product team to relevant stakeholders and governance groups, playing a key role in the CLM team.
• Be the loudest evangelist for your product giving regular demos and training across the business.
• Be able to communicate the CLM product vision and how each story supports that vision.
• Be comfortable working in the grey areas, totally comfortable with ambiguity and able to find a way forward taking the team with you.
• You are an outstanding communicator, able to translate human into tech and vice versa.
• Be a key member of the agile product team delivering high quality well written user stories and acceptance criteria.
• For internal systems, own the product backlog and be responsible for ensuring the backlog is refined, transparent and clear to all, and show what the team will work on next – prioritising effectively.
• For external systems, manage relationships with multiple vendors, facilitate release planning and ensure the product roadmap aligns to the overall team strategy and objectives.
• Liaise with wider product teams to determine any product dependencies and negotiate to avoid blockages.
• Ensure that all design and delivery is robustly managed in terms of conduct, delivery and operational risk in line with LGTWM's business standards

Key Skills and Technical Requirements:

• Direction – be well informed about the business and strategic context. Keeps moving forwards and loves change by successfully driving adoption and adhering to the LGT Change Management framework.
• Alignment – works across team boundaries to share perspectives and maximise efficiencies. Well-connected and maintains broad set of relationships, laser focussed on the vision.
• Commitment – shares success and openly acknowledges high performers. Has humility, acknowledges shortcomings and can admit error.
• Behaviours – passion to challenge the status quo with an experimental mindset to drive innovation.
• Collaborative – Thrives in a team, builds and nurtures great relationships and shares knowledge openly.

Experience, Qualifications and other requirements specific to the role:

• Degree level
• Experience of transformational change
• Experience of working with Salesforce
• Experience working with APIs, microservices and distributed architecture
• Experience in CRM activities, customer onboarding and/or customer relationship management
• Experience of delivering in an agile setting, delivering continuous change into a production environment
• Has worked in financial services setting, preferably within Asset Management, Wealth Management or Private Banking
• Excellent spoken and written English.