Wealth Product Manager

ZILO

  • London
  • Permanent
  • Full-time
  • 17 days ago
  • Apply easily
Join the Future of Technology with ZILO™At ZILO™, we're redefining what’s possible in technology. ZILO™ is the UK-based FinTech specialising in global asset and wealth management software, designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management industry.We are a team of experts with decades of combined experience at leading firms globally, who thrive in fast-paced environments and want to shape the future of technology. Every individual plays a key role in driving progress and making a real impact. We continuously strive to innovate and improve.Why work with us? At ZILO™, you'll be part of a dynamic and inclusive environment where creativity thrives. We offer the opportunity to work on cutting-edge technology, collaborate with talented individuals, and contribute to projects that have a real-world impact. We value continuous learning, personal growth, and providing our team with the resources they need to succeed.Ready to shape the future? Let’s talk.About the roleZILO is looking for a Product Manager to lead the design and delivery of a new wealth management software proposition. This role sits at the intersection of technology delivery and industry expertise. You will be accountable for owning the end-to-end product lifecycle, from proposition definition and software requirements through to delivery and continuous improvement.This is a hands-on product leadership role for someone with strong experience across the software development lifecycle (SDLC), deep knowledge of wealth management workflows, and the ability to shape and execute a complex roadmap that spans platform build, client customisation, and market alignment.Please note that this role is based in London with a requirement to attend our office 2-3 days per week.RequirementsStrategic Proposition & Product Ownership
  • Define the product vision, strategy, and roadmap for ZILO’s wealth management proposition—aligned to client goals, market standards, and ZILO’s platform architecture.
  • Champion the end-client and adviser experience, ensuring functional design supports real-world workflows in the wealth domain (e.g. discretionary management, investment advice, portfolio construction, reporting).
  • Identify commercial opportunities and evolving regulatory or market trends that influence platform development.
SDLC Leadership & Delivery Ownership
  • Own and manage Product priorities in the SDLC from requirements gathering, backlog prioritisation, solution design, and delivery planning
  • Collaborate closely with engineering, architecture, QA teams to ensure high-quality, scalable, and maintainable software is delivered on time.
  • Translate complex business requirements into user stories, epics, and acceptance criteria with clear technical understanding.
Wealth Domain Expertise
  • Serve as the in-house subject matter expert for the wealth management space, particularly around adviser workflows, client lifecycle, investment products, custody, and platforms.
  • Ensure proposition design reflects key industry needs such as compliant client onboarding (KYC/AML), portfolio management, performance and fee reporting, and adviser oversight.
  • Lead benchmarking against incumbent platforms and identify opportunities to differentiate.
Client & Stakeholder Management
  • Act as the day-to-day product lead for a major wealth management client—managing working groups, capturing feedback, and aligning roadmap delivery to business milestones.
  • Work closely with internal leadership, engineering, and operations to communicate goals, track progress, and resolve delivery risks.
Required Skills & Experience
  • 5+ years experience in product management within financial services, ideally with a platform, fintech, or SaaS provider focused on wealth or investment management.
  • Proven experience owning enterprise-grade software development lifecycles from ideation to go-live and beyond.
  • Strong knowledge of wealth management operations and providers, including discretionary/DFM models, platform structures, and adviser-client interactions.
  • Familiarity with regulatory environments including MiFID II, CASS, and cross-border distribution models.
  • Demonstrated ability to write clear requirements, prioritise trade-offs, and manage cross-functional teams in an agile environment (Scrum, Kanban).
  • Confident engaging with technical and non-technical stakeholders across business, engineering, and client organisations.
Desirable Attributes
  • Experience with multi-jurisdictional delivery (e.g. UK, Channel Islands, Ireland, Luxembourg).
  • Knowledge of investment products (funds, ETFs, MMFs, SMAs), tax wrappers, and fee models.
  • Exposure to CRM, data models, APIs, and digital onboarding platforms.
  • Analytical mindset, natural collaborator, and comfortable working in a scale-up environment.
Benefits
  • Enhanced leave - 38 days inclusive of 8 UK Public Holidays
  • Private Health Care including family cover
  • Life Assurance – 5x salary
  • Flexible working-work from home and/or in our London Office
  • Employee Assistance Program
  • Company Pension (Salary Sacrifice options available)
  • Access to training and development
  • Buy and Sell holiday scheme
  • The opportunity for “work from anywhere/global mobility”

ZILO