Job Description
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a talented Product Manager to join our team in Liverpool on a 12 month FTC. As a Product Manager, your mission is to bridge the gap between business vision and technical excellence. You’ll be the human technical interface, translating complex concepts into actionable solutions for our colleagues at Evelyn Partners. This role combines product expertise, agile methodologies, and a deep understanding of wealth management.
You’ll be an ambassador for all COO Functions, delighting our stakeholders and users alike through successful product strategy, impeccable delivery, and proactive engagement.
As Product Manager, your responsibilities will include among others:
- Support the monitoring and analysis of product performance, identifying trends, opportunities, and areas for improvement to enhance user experience and business outcomes.
- Investigate and resolve product-related issues, working closely with stakeholders and technical teams to support effective problem resolution and continuous service improvement.
- Gather, document, analyse, and prioritise business and user requirements, ensuring clear traceability from stakeholder needs through to solution delivery.
- Conduct usability testing, accessibility assessments, user evaluations, and prototype reviews to validate solutions and support user-centred product design.
- Manage requirements throughout the delivery lifecycle, including change control, impact assessments, quality reviews, and maintenance of requirements baselines.
- Collaborate with business stakeholders, product teams, and technical delivery teams to ensure solutions meet user needs, business objectives, and industry standards.
Qualifications
To be successful in this role, you should:
- Experienced Product Manager / Business Analyst with a proven ability to build strong relationships and influence stakeholders at all levels across business and technology functions.
- Experienced in Agile and Product Management methodologies, working collaboratively with stakeholders and delivery teams to define, prioritise, and deliver valuable business solutions from inception through implementation.
- Proficient in Microsoft Office Suite, JIRA, Confluence, MIRO, and project management tools to support product delivery, collaboration, and reporting.
- Strong project planning capabilities, including roadmap development, critical path analysis, dependency tracking, and end-to-end delivery management.
- Skilled at translating complex technical concepts into clear, business-focused language for executives, end users, and operational teams, enabling informed decision-making.
- Experienced in evaluating solution designs, delivery approaches, support models, and change initiatives, including impact assessments, dependency management, and identification of programme overlaps.
Desired:
- Knowledgeable in Wealth Management operations, with an understanding of Investment Management and Financial Planning processes, products, and client journeys is preferred but not essential.
- Familiar with Wealth Management terminology, regulatory considerations, and business processes, enabling effective collaboration with front-office and operational teams is preferred but not essential.
- Training certifications/qualification(s) - Computing, Product/Project Management, Agile Methods/Toolsets are desired but not essential.
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
