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.
What will you be doing?
We’re seeking a talented Product Manager to join our team in London. 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 - Platforms, your responsibilities will include among others:
- Act as the key link between business stakeholders, COO Functions, and technology teams, ensuring business objectives are translated into effective product and platform solutions.
- Manage and shape demand for new initiatives, assessing requests, defining scope, and ensuring alignment with strategic priorities.
- Gather, analyse, and refine business requirements, transforming stakeholder needs into clear user stories, business outcomes, and actionable delivery plans.
- Identify and articulate the benefits, success criteria, and expected outcomes of change initiatives, ensuring value can be measured and realised.
- Own and maintain a prioritised product backlog, ensuring work is appropriately governed, prioritised, and aligned to quarterly planning objectives.
- Champion the client and user experience by understanding end-to-end customer journeys, identifying pain points, and driving continuous improvements to products and services.
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.
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.
Skills Required
- Proven experience as a Product Manager or Business Analyst with ability to build relationships and influence stakeholders across business and technology
- Experience working with Agile and Product Management methodologies to define, prioritise, and deliver solutions from inception to implementation
- Proficiency with Microsoft Office Suite
- Proficiency with JIRA and Confluence
- Proficiency with MIRO and other collaboration/project management tools
- Strong project planning skills, including roadmap development, critical path analysis, dependency tracking, and end-to-end delivery management
- Ability to translate complex technical concepts into clear, business-focused language for executives, users, and operations
- Experience evaluating solution designs, delivery approaches, support models, impact assessments, and dependency management
- Knowledge of wealth management operations, investment management and financial planning processes
- Familiarity with wealth management terminology and regulatory considerations
- Training or certifications in computing, product/project management, or Agile methods/toolsets
What We Do
Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most
