Product Manager/Team Lead - Investment Products - Wealth Management

PRODUCT MANAGER/TEAM LEAD - INVESTMENT PRODUCTS - WEALTH MANAGEMENT - LONDON

Embedded within the COO team, the Product Management team is responsible for supporting Global Investments & Solution's products and services such as Discretionary Portfolio Management with Third Party Custody ensuring client requirements are effectively met where custody of assets is held elsewhere.

CORE ACCOUNTABILITIES

- The role holder will oversee, manage and be hands-on' in all activities across Product Management.
- The role holder's time will be split across BAU and change, each with the following high-level scope:

BAU (circa 40%): Support existing and new clients in the current platform.

- Integration of new mandates, Servicing existing mandates, eg reconciliations, reporting, fee invoicing, Incident management, Stakeholder support, eg PBs, IMs, GI&S, Infrastructure colleagues and 3rd parties

Change (circa 60%): To create a robust, scalable and automated solution which is aligned with the end-to-end portfolio management, order capture, dealing, settlement and performance reporting processes of our custody clients, where each client's third-party custodian will be used in place of our current global custodian.

- Research best fit custodians, engage these custodians, agree the connectivity model and ultimately setup connectivity, Review current state operating model, analyse the new proposition and develop future state including roles & responsibilities, policies/processes/procedures and resourcing profile
- The role holder will be responsible for establishing partnerships with stakeholders in all areas of the organisation, eg Legal, Risk, Compliance, Tax, Operations, Private Bank, Investment Management and other areas

ROLE REQUIREMENTS

- Financial Services experience with an understanding of Private Banking and the Wealth Management industry sector and clients.
- Able to demonstrate a good, commercial understanding of core asset classes such as Fixed Income and equities and aptitude to quickly learn about new services and products.
- Will have had day-to-day interaction with sales professionals, having a broad understanding of the industry's Compliance and Legal requirements. The ability to structure and deliver high-quality documents for a senior audience is essential.
- Experience in assisting in front-to-back trading processes (ie from execution to settlement) is beneficial.
- Experience of working with IT systems, and advanced Excel skills are desirable.

LOCATION: LONDON

RATE: £500 - £550 PER DAY

DURATION: 6 MONTHS (INITIALLY)

TIMEFRAME: ASAP

If you feel this is a good match with your skill set then do please get in touch.