At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that bring our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and digital investment solutions.
Digital Investing (DI) brings together our digital direct-to-consumer services. We strive to empower people to fulfil their financial ambitions by democratizing access to investment products and services. We continuously develop our cutting-edge wealth platform by combining Vontobel's investment expertise with technology and human elements to create exclusive wealth opportunities for clients.
As a Product Manager for our Salesforce/CRM Operations team, you will be responsible to drive the implementation, adaption and improvement of DI's operational setup and systems, with a particular focus on CRM & lead generation using Salesforce solutions to attract and engage with prospects and clients. Jointly with the commercial and technical teams you will apply state-of-the-art interaction models and operational concepts that form part of the core B2C investment platform to drive client growth.
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 Sales & Service Cloud as well as Marketing Cloud,, 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
Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.
At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.
If you have any questions you can contact us through our contact form .
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