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Product Owner Salesforce | Client Onboarding Experience - Digital Wealth Manager | £85,000 + Bonus |

Posted 4 days ago

  • London, Greater London
  • Any
  • External
  • Expires In 3 months
Product Owner Salesforce | Client Onboarding experience - Digital Wealth Management | £85,000 + Bonus | Hybrid LDNProduct Owner with experience using Salesforce as the CRM of choice, is required for a Digital Wealth Management House who are leveraging off of both their inhouse built applications, as well as 3rd party products, to offer best in class Wealth management advice, via a digital platform. Covering the full suite of advice including; pensions, ISA's, Investments, portfolio management, etc...As a Product Owner, you will take ownership of the a Client Onboarding lifecycle, onboarding experience part of the product. Utilising the Salesforce CRM to the best of it's capacity to provide a great onboarding experience for the High net worth individual clients.Working in a high class team, you will be part of the technical and product strategy, working with the Head of Product, but will have your own room to make your own stamp on processes and procedures.The Product Owner will bridge the gap between technology and the business, nurturing a long-standing collaborative partnership, working in a team described as the 'engine room' of the business, whose technology offering feeds into both internally in the business and externally for the onboarding of clients and their journey & experience.To succeed in this role, you must be able to: collaborate with senior business stakeholders, be commercially minded, constantly develop your business knowledge and awareness, be comfortable working with APIs and be able to work within a long-standing Agile team.💸This Salesforce, Client Onboarding, Product Owner role is permanent, paying up to £85,000 + bonus + benefits🚩The Firm is London City (Liverpool Street, Bank, Moorgate) and have a hybrid approach of working with 2-3 days per week in office based on the project needs.Prodcut Owner requirements:Demonstrable experience working as a Product Manager across greenfield implementations – specifically within Financial ServicesExperience with Client Onboarding part of the product lifecycleExperience with Salesforce as the CRM of choiceOutstanding communication, presentation and leadership skills with an ability to engage with business users (Front office, Portfolio managers) and software developers alike.Experience leading teams in an agile setting, delivering continuous change into a production environmentHas worked in financial services setting, preferably within Asset Management, Wealth Management, Private Banking, FinTech etc...Detailed understanding of either Agile or Waterfall methodologies, ideally a foot in both campsIf you are interested in this Product owner role, please reply to this advert with your latest CV or send it direct to #####
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