At a Glance
- Tasks: Bridge business vision and tech excellence as a Product Manager in wealth management.
- Company: Join Evelyn Partners, a UK leader in personalised wealth management.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact by shaping innovative product strategies and enhancing user experiences.
- Qualifications: Experience in product management and agile methodologies; strong relationship-building skills.
The predicted salary is between 50000 - 65000 £ per year.
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
Our success hinges on our people and that's our secret for longevity.
We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them.
We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a talented Product Manager to join our team in Liverpool.
As a Product Manager, your mission is to bridge the gap between business vision and technical excellence.
You'll be the human technical interface, translating complex concepts into actionable solutions for our colleagues at Evelyn Partners.
This role combines product expertise, agile methodologies, and a deep understanding of wealth management.
You'll be an ambassador for all COO Functions, delighting our stakeholders and users alike through successful product strategy, impeccable delivery, and proactive engagement.
- As Product Manager - Platforms, your responsibilities will include among others:
- Act as the key link between business stakeholders, COO Functions, and technology teams, ensuring business objectives are translated into effective product and platform solutions.
- Manage and shape demand for new initiatives, assessing requests, defining scope, and ensuring alignment with strategic priorities.
- Gather, analyse, and refine business requirements, transforming stakeholder needs into clear user stories, business outcomes, and actionable delivery plans.
- Identify and articulate the benefits, success criteria, and expected outcomes of change initiatives, ensuring value can be measured and realised.
- Own and maintain a prioritised product backlog, ensuring work is appropriately governed, prioritised, and aligned to quarterly planning objectives.
- Champion the client and user experience by understanding end-to-end customer journeys, identifying pain points, and driving continuous improvements to products and services.
Qualifications
To be successful in this role, you should
- Experienced Product Manager / Business Analyst with a proven ability to build strong relationships and influence stakeholders at all levels across business and technology functions.
- Experienced in Agile and Product Management methodologies, working collaboratively with stakeholders and delivery teams to define, prioritise, and deliver valuable business solutions from inception through implementation.
- Proficient in Microsoft Office Suite, JIRA, Confluence, MIRO, and project management tools to support product delivery, collaboration, and reporting.
- Strong project planning capabilities, including roadmap development, critical path analysis, dependency tracking, and end-to-end delivery management.
- Skilled at translating complex technical concepts into clear, business-focused language for executives, end users, and operational teams, enabling informed decision-making.
- Experienced in evaluating solution designs, delivery approaches, support models, and change initiatives, including impact assessments, dependency management, and identification of programme overlaps.
Desired
- Knowledgeable in Wealth Management operations, with an understanding of Investment Management and Financial Planning processes, products, and client journeys is preferred but not essential.
- Familiar with Wealth Management terminology, regulatory considerations, and business processes, enabling effective collaboration with front-office and operational teams is preferred but not essential.
- Training certifications/qualification(s) - Computing, Product/Project Management, Agile Methods/Toolsets are desired but not essential.
- Additional Information
- As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients.
At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.
It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Product Manager - Platforms in London employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Product Manager - Platforms in London
✨Join Product Management Meetups
Get involved in local product management meetups or workshops. These events are perfect for meeting industry folks, sharing ideas, and staying updated on trends. Plus, you never know who might be hiring—it's a fantastic way to make connections that could lead to a job at places like Evelyn Partners!
✨Show Off Your Product Sense
Create case studies or mini-projects showcasing your product management skills, and share them on platforms like Medium or LinkedIn. This not only puts your skills on display but also boosts your visibility in the product community. Imagine how impressed the hiring team at Evelyn Partners would be by your initiative!
✨Utilise Online Communities
Dive into online product management communities like Product Coalition or Mind the Product. Engage in discussions, ask questions, and share your insights. These platforms are goldmines for networking and finding hidden job opportunities—many companies often scout talent from within these circles.
✨Leverage Your University Network
If you’ve recently graduated or are still in uni, tap into your alumni network for connections in product management. Many universities have their own job boards and affinity resources to help graduates land roles. Don't forget to keep an eye out for job openings at Evelyn Partners through your school's career services!
We think you need these skills to ace Product Manager - Platforms in London
Some tips for your application 🫡
Show Off Your Product Passion:When applying for a product management role like Product Manager - Platforms, let your passion for developing products shine through in your cover letter. Share specific examples of products you've managed, how you solved user needs, and any successful outcomes you've achieved. This is your chance to showcase your understanding of the product lifecycle!
Highlight Your Cross-Functional Skills:Product management isn't just about understanding the product; it’s about collaborating with different teams! Make sure to emphasise your experience working with developers, designers, and marketers. Use your CV to showcase your ability to bridge gaps between these areas, and include relevant experiences that demonstrate your communication and leadership skills!
Include Your Metrics and Achievements:In a full-time product management application, data speaks volumes! Quantify your achievements wherever possible. Did you increase user retention by a certain percentage? Launch a product ahead of schedule? Include these metrics in your CV to paint a picture of your impact and effectiveness in previous roles.
Tailor Your CV to the Role:Make sure your CV is tailored for the Product Manager - Platforms position at Evelyn Partners. Use keywords from the job description and ensure your relevant experiences are front and centre. Highlight any certifications or relevant training you’ve completed that will make you stand out as a strong candidate for the role. And remember, we’re excited to see your application on our website!
How to prepare for a job interview at Evelyn Partners
✨Understand the Product Life Cycle
As a product management candidate, we need to get our head around the complete product life cycle. Be prepared to discuss real-world examples of how you’ve managed product development from ideation to launch. Bring specific insights on tools like JIRA or Trello that can help streamline these processes.
✨Showcase Your Cross-Functional Skills
Product management is all about collaboration. We should be ready to highlight how we’ve worked across teams—think marketing, engineering, and design. Prepare to discuss scenarios where you had to mediate differing opinions and how you got everyone on board with a shared vision.
✨Prepare for Case Studies
In a full-time role, we can expect to encounter case study questions during our interviews. Practise solving hypothetical product problems on the spot, such as prioritising features for a new app or improving user engagement metrics. This will show our analytical thinking and decision-making skills.
✨Know Your Metrics
Let’s face it, numbers are our best friends in product management. We should prepare to discuss key performance indicators (KPIs) and how we've used analytics to inform product decisions. Dive into examples where data has driven our strategy for improvements or justified product changes.