Technical Product Manager Operations, Digital Investing (100%)

Jobinhalt

Your opportunity

Become part of the Operations team of our new innovative B2C platform/app, and serve as a product evangelist and subject matter expert to the technical/developer teams
Be DI’s Product Owner for the CRM & lead generation solution with Salesforce Financial Service Cloud as the nucleus; you will own the product roadmap and backlog, create user stories to capture user needs and meet their expectations, and perform testing to ensure solutions deployed are fit for purpose.
Understand client needs and translate them into 360° lead, prospect and client journeys, all with the goal to grow our client base and net new money inflows – in order to meet our overall strategy and roadmap
Review and improve our client interaction model and touchpoints particularly for a hybrid relationship/servicing model, with implications for the B2C platform/app, CRM system but also wider CLM system
Develop an ongoing training, implementation, and communications plan to drive consistent and effective use and understanding of the CRM across teams, particularly the client facing team with our client success managers (CSMs) and Investment Advisors (IAs)
Work closely with various departments, particularly marketing and engineering, to continuously implement the CRM/Lead gen and renewal program and to incorporate feedback and requirements into the overall product roadmap and strategy

You bring
5+ years’ experience as a Technical Product Owner or Technical Product Manager
Extensive previous experience building CRM strategies, working with platforms such as Salesforce, alongside excellent technical knowledge of CRM implementation
Product management skills: developing, managing and prioritizing a roadmap and backlog, taking into account competing business needs.
Strong background in customer acquisition, re-engagement and retention strategies, ideally in B2C financial services, fintech or a similar industry.
A strong interest in fintech and digital wealth management propositions
Proven technical expertise in software development on a state-of-the-art tech stack
Experienced leader of technical teams in an agile environment
Ability to grasp complex ideas quickly, and convey them succinctly to a wide range of technical audiences You are
Willing to take ownership of your products and inspire a collaborative approach to exceed expectations
An influencer, with the ability to present facts and figures with both a conceptual and concrete approach
Willing to engage in a changing and flexible environment, with the ability to question the status quo and take feedback

Vielen Dank für Ihre Bewerbung bei Vontobel. Wir werden Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah eine Antwort zukommen lassen.

Vontobel ist ein Unternehmen, das Chancengleichheit fördert. Wir setzen uns für Chancengleichheit bei der Beschäftigung ein, unabhängig von Rasse, Hautfarbe, Abstammung, Religion, Geschlecht, nationaler Herkunft, sexueller Orientierung, Alter, Staatsbürgerschaft, Familienstand, körperlicher Einschränkungen oder Geschlechtsidentität.
Wir schätzen unterschiedliche Sichtweisen innerhalb unserer Teams und sind bestrebt, ein Umfeld zu schaffen, in dem jeder, der Teil unserer Leistungskultur sein möchte, sich selbst verwirklichen kann. Sie basiert auf gegenseitigem Respekt und null Toleranz gegenüber jeglicher Form von Diskriminierung.

Für Fragen stehen wir Ihnen gerne zur Verfügung. Bitte kontaktieren Sie uns über unser Kontakt Formular .

Standort
Zürich / Genferstrasse 8