Teams at Evelyn Partners

Support the Regulatory HR Manager with Senior Managers & Certification Regime oversight, certification and annual recertification processes, FCA directory updates, regulatory HR records, and related policy development. Maintain knowledge of FCA, CBI, and JFSC requirements, manage professional body registrations, and ensure employees remain appropriately certified. Build effective relationships with senior stakeholders while applying regulatory knowledge accurately and pragmatically.

Product Manager responsible for translating business objectives into platform solutions across COO functions. The role manages demand, gathers and refines requirements, defines user stories and outcomes, prioritizes the product backlog, develops roadmaps, and drives delivery through stakeholder and technology collaboration. It also focuses on customer journeys, continuous improvement, impact assessment, dependencies, and change initiatives within a wealth management environment.

Own product and platform strategy for COO functions, connecting business stakeholders with technology teams. Responsibilities include managing demand, gathering requirements, defining user stories, measuring outcomes, maintaining a prioritized backlog, supporting quarterly planning, and improving client and user journeys. The role also requires roadmap development, dependency and impact assessment, stakeholder influence, and end-to-end delivery management within an agile environment.