Product Manager Wealth - contractor

Who we are:

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

Role:

• You’ll join the Moneyfarm Product team and take ownership and responsibility for a part of our domain and platform, including the respective business KPIs. 
• You’ll work alongside an engineering lead and a dedicated team of software engineers in Moneyfarm’s Wealth team.
• You’ll speak and collaborate with key stakeholders (including our customers) to prioritise what your team focuses its time on now, next and later in terms of development, support and maintenance of the wealth management products and capabilities.
• Your time and focus will shift between the discovery track and delivery track of a dual-track product development process. On the discovery track, you’ll collaborate with your team and key stakeholders to generate and validate ideas for the team's backlog. While on the delivery track, you’ll make sure your team has everything they need to successfully execute on those ideas.
• You’ll own the relationship with key partners and service providers on whom we rely to operate our products and services.
• You’ll collaborate with fellow Product Managers and key stakeholders on the product strategy.
• You’ll ensure that all product decisions and initiatives align with Moneyfarm's mission and vision, fostering a culture of integrity and customer-centricity in all aspects of product development and delivery
• You’ll report to the Lead Product Manager responsible for CX and Wealth.

Responsibilities:

• Define, plan, prioritise, and communicate the team’s roadmap, ensuring alignment with business objectives and focusing on strategies that drive conversion optimisation and user engagement, adapting as needed.
• Improve product management processes through trend analysis, retrospectives, and feedback loops.
• Foster cross-functional collaboration for innovation and problem-solving, ensuring that all teams adhere to consistent UI/UX standards.
• Analyse market trends, competitors, and customer feedback to identify opportunities for product innovation, focusing on features and enhancements that improve conversion rates and user satisfaction.
• Mitigate technical and regulatory risks to ensure compliance, minimise disruptions, and maintain a consistent, user-friendly experience across platforms.
• Develop and maintain product documentation to support internal teams and users.
• Lead post-launch analysis and gather feedback for continuous product improvement, using insights to enhance conversion performance and UI/UX consistency.
• Act as Product Owner in Agile ceremonies, guiding team priorities and tasks while advocating for conversion-focused features and design consistency.
• Keep stakeholders informed of team progress and changes in priority.
• Utilise data-driven insights to inform decision-making, prioritise initiatives, and refine strategies to maximise conversion and ensure a cohesive user experience.
• Ensure product adoption aligns with forecasts, optimising onboarding and engagement strategies to improve conversion and retention.
• Engage with customers to understand and address their needs effectively, applying their feedback to improve UI/UX and conversion opportunities.
• Uphold Moneyfarm’s core values in all aspects of product development and delivery, while ensuring a user-centric approach that enhances conversion optimisation and consistency across all teams.

• Fluent in Italian and English.
• Minimum of 2 years experience in a relevant product role.
• Knowledge and experience in Financial Services, particularly retail savings, investment, and/or insurance products in the UK and/or Italy.
• Comfortable navigating and adhering to strict regulatory requirements, such as KYC, AML, and financial reporting regulations like MIFID, CRS, and FATCA.
• Proficient with technology, collaborating closely with Software Engineers and Designers to optimise customer experience.
• Demonstrated ability to lead cross-functional teams, achieving desired business outcomes through influence and trust.
• Hands-on experience in user research or collaboration with UX design teams to create intuitive digital interfaces.
• Strong analytical and problem-solving skills, utilising data to inform decision-making.
• Experience with Agile software development methodologies, including Scrum and/or Kanban.
• Skilled in building and managing relationships with stakeholders, adapting communication styles as needed.
• Ability to understand and manage complexity, making trade-offs to optimise outcomes for customers and the business.

Good to have

• You’ve experience working in a startup/scaleup FinTech.
• Enthusiasm for personal finance and investment strategies, evidenced by active engagement, self-education, or involvement in related communities or initiatives.
• Possession of recognised certifications in Product Management, such as Certified Scrum Product Owner (CSPO) or equivalent qualifications, showcasing dedication to mastering best practices and methodologies in the field.