Job Category: Technical Specialist / Manager
Location: Liverpool, GB, L3 1NW; Glasgow, GB, G2 1EH; London, GB, EC2V 7QN
Date: 22 Jan 2025
Rathbones provides individual investment and wealth management services for private clients, charities, trustees, and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our ambition is to be recognised as the UK’s most responsible wealth manager, investing for everyone’s tomorrow and creating a lasting legacy.
Department: Product & Transformation
Contract Type: Permanent
The Role
The Product Portfolio Manager within the Product and Transformation function is a senior role responsible for strategic planning and innovation across a single value stream. This position involves extensive liaison across product teams to ensure executive and board-level outcomes are aligned and integrated. The ideal candidate will have deep knowledge of various capabilities within the organization and a broad understanding of external capabilities, particularly in the wealth management industry.
Outcomes of the Role
Strategic Planning and Innovation:
* Develop and drive strategic initiatives across the business value stream.
* Foster continuous improvement and innovation in products and associated business processes.
* Create and maintain a product portfolio roadmap and backlog for multiple large and complex products.
* Ensure the product portfolio aligns with strategic goals and delivers value to stakeholders.
Liaison and Collaboration:
* Work closely with product teams, including Product Owners, Delivery Leads, and Scrum Masters, to ensure cohesive and aligned outcomes.
* Collaborate with external stakeholders and capabilities, including Business Design, Data, Application Management, and wealth management industry experts.
* Manage costs and budgets for licensing, resources, and external spend exceeding £5 million.
* Ensure financial decisions align with strategic objectives and provide value for money.
Governance and Compliance:
* Ensure adherence to oversight and control frameworks established by the Product Transformation Office.
* Implement and maintain robust governance practices to manage risks and ensure compliance.
Outcome Delivery:
* Ensure that portfolio-level outcomes are joined up and aligned with executive and board-level expectations.
* Drive the delivery of strategic goals through effective portfolio management and cross-functional collaboration.
Knowledge, Skills and Experience
* Extensive experience leading and working with agile delivery teams.
* Experience operating across multiple dependent deliveries, with demonstrable experience of effectively managing cross-dependencies.
* Demonstrable experience and/or certifications in project management, product management, or relevant areas.
* Broad understanding of external capabilities, including Business Design, Data, and Application Management.
* Good knowledge of the wealth management industry.
* Strong ability to develop and drive strategic initiatives.
* Excellent analytical and problem-solving skills.
* Proven experience in managing significant budgets and financial planning.
* Strong leadership skills with the ability to influence and collaborate across multiple teams and stakeholders.
* Excellent communication skills, both written and verbal, with the ability to present complex information to senior stakeholders.
* Experience in implementing and maintaining governance frameworks.
* Strong understanding of regulatory and compliance requirements.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, working hard to build a diverse, equal, and inclusive workplace. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We encourage applications from all backgrounds and welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity, and have a strong results focus.
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