Asset and Wealth Management – Digital and Data Transformation – AI and Automation Product Manager - Associate in Midlothian

About Asset and Wealth Management. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset, and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.

Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit, and banking to help clients build, preserve, and manage their wealth over time.

As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organisation, the product team aims to re-design the end-to-end Operating model and tool set for our client facing teams, creating an omni channel digital experience for IPB clients and designing end-to-end journeys and supporting tool sets to bring the advisor, support teams, and client experience closer together. It is an exciting time to be transforming our business, and you will be one of the key leaders driving strategic change, helping to accelerate business growth and achieve efficiency goals globally.

The product team in Edinburgh is seeking a Product Manager to support elements of a strategic program within the International Private Bank (IPB); the candidate will collaborate with a global team strategising and implementing solutions across all IPB regions EMEA, Asia and LATAM. Through partnership with bankers, advisors, senior leaders, designers, and technologists, the Product Manager will help shape the product strategy and align priorities to ensure we are solving our internal partners and clients’ biggest problems.

As a Product Manager, you will be responsible for delivering the product vision and strategies which provide effective solutions to problems that are valuable (our users want to use), viable (fits the needs of the business), usable (the solutions are intuitive), and feasible (our engineers have the skills and technology to implement them). You will be required to quickly learn how our business operates from Servicing, Trading, Finance, Operations, Legal, Risk, and Compliance, among others. The successful Product Manager must also develop a deep knowledge of our users, and the data that lies behind the activity, to best understand how they engage with our products, coupled with tracking of industry trends and the competitive landscape to provide wholesale Product expertise to the business.

You will primarily partner with Technology and Design, but consistent engagement with Regional Business Leadership, Client Advisors, Client Service teams, Operations, Marketing, and Legal/Risk/Compliance stakeholders through the entire product management lifecycle will be necessary to ensure the businesses’ needs and control requirements are met.

Candidates should demonstrate extensive knowledge of product management and market trends. In addition, candidates should have excellent communication skills, the ability to influence and negotiate, the ability to work as an individual contributor as well as a team, strong skills around the Agile framework, an equal appreciation of the discovery and execution process, and the ability to quantify delivery into success measures.

• Understands client needs: Invests in a deep understanding of the business opportunity, client needs, and competitive landscape to inform which initiatives and features to pursue. Participates in user experience research and integrates user feedback to uncover client needs and to inform feature definition so that it is relevant and useful.
• Understands the product vision: Has a keen understanding of the product north star and participates in shaping the product vision. This will inform subsequent road map planning and feature prioritization.
• Understands data and analytics capabilities to evaluate the best fit solution for a given problem: Clarity on when to implement rule-based logic solution versus a Generative AI solution (that spans across predictive multi label classification, retrieval augmented generation (RAG), summarization and agentic workflow based automation with model context protocol (MCP)), whilst bearing the impact, effort, and cost trade-offs in mind.
• Experience with product management toolset – including JIRA and Confluence.
• Understands and leads the product development lifecycle. Possess a strong understanding of the product lifecycle from proof of concept and prototype testing to release of initial minimum viable product and subsequent feature enhancements. Ability to define requirements (in partnership with other teams), ensuring sprint inputs (e.g., designs and requirements) and outputs (e.g., tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partners with Technology to triage issues end-to-end until full resolution is achieved, then communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.
• Establishes approach to pilot/rollout of new capabilities, including objective/scope, communication, training/support, and feedback/metrics.
• Embodies true “client-obsession” with iterative feature improvements. Ability to identify and leverage user and product data to inform product feature improvements. This includes tracking key performance business metrics and analytics evaluation metrics, industry trends, and varying forms of client and internal feedback to shape our designs and product roadmap.
• Develops and maintains deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, Client Service, and control functions across each region.

• Must be a strong analytical person and effective communicator with a curious mindset and underlying passion for clients’ needs.
• Previous product management or related experience required, with proven history of delivery.
• Personal or professional experience in Private Banking, preferred.
• Ability to define and execute product roadmap and business models.
• Ability to prioritise projects and efforts considering many variables including business and client needs, competitive and industry trends, resource and funding availability, and internal trade-offs.
• Ability to partner with cross-functional teams at all levels for effective execution in an agile manner.
• Ability to manage tight delivery timelines and execute under pressure.
• Strong commitment to professional responsibilities, a degree of self-motivation suitable for a “start-up” team, and superior work ethic with adaptability to push beyond standard hours during busy periods to meet tight deadlines.