At Evooq, we are building an ecosystem of solutions that combine data, technology, and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions, and manage the risk and lifecycle of investments. Moreover, Evooq is organized with a flat structure, fostering highly autonomous teams by prioritizing trust and responsibility.
We aim to operate all wealth management activities on the same platform, regardless of the business line (advisory, discretionary, for banks and IAMs, and later on Institutional Management, multi-family offices, etc.).
Today, we deliver a full-featured application for advisors from dozens of major banks.
Job DescriptionWe're currently looking for a Senior Product Manager to join our Wealth Platform team. We're open on location and are prioritising finding the right person. The position can be based in Lausanne, Zurich, or Singapore, depending on your preference.
Responsibilities
- Research the market and interview customers to find the best opportunities for Evooq.
- Develop viable and valuable solutions to address our customers' challenges.
- Own a core area of the platform end to end, including how it integrates with our other products, so that users experience one coherent solution rather than separate systems.
- Collaborate with product designers to ensure solutions are user-friendly and with engineers to ensure they are technically feasible.
- Define the product strategy and roadmap to deliver the greatest value to our customers, building alignment across Engineering, Product Marketing, Sales, Technical Services, and Management.
- Run fast, focused discoveries and prepare clear, well-scoped stories so engineering teams are not blocked by ambiguity.
- Contribute to a concrete and pragmatic AI roadmap, grounded in real user workflows and measured on adoption.
- Act as your product's subject matter expert and evangelist internally and externally. Acquire deep knowledge of the market, users, customers, engagement data, competition, and industry trends, and share this knowledge extensively.
- Participate in Agile ceremonies and manage product operations with the responsible teams, including backlog management, prioritization, documentation, release notes, and training.
- 5+ years of product management experience in B2B, with a track record of exceptional impact rather than tenure.
- Technical grounding: a STEM degree, an engineering background, or having built a real tech product. We index on critical thinking, systems thinking, and abstraction.
- A value mindset: you can articulate why a product matters commercially, and you optimize for adoption and monetization rather than output.
- Comfortable running lean discovery and writing clear, well-scoped stories without heavy process.
- Entrepreneurial and self-motivated, with a bias to action: draft fast, go deep where it matters, work async.
- Excellent written and verbal communication skills in English.
Preferred
- Experience in B2B SaaS, wealth management, advisory services, finance, or fintech.
- Practical experience shipping AI-enabled features to real users.
Why Join Us
- Work with modern technologies on challenging and meaningful engineering problems.
- Build products alongside talented, experienced, and collaborative engineers.
- Collaborate with mathematicians and quantitative finance engineers to implement new cutting-edge modelling techniques.
- Join autonomous teams with a high level of trust, ownership, and accountability.
- Enjoy a flexible working environment with flexible hours, hybrid working (up to 2 days remote per week), and an open office culture.
- Take part in a friendly and social office environment, including a playroom/cafeteria with table football, video game consoles, and complimentary drinks.
About us
Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data, technology and investment expertise to make personalised investment scalable.
Wealth managers use our solutions to deliver personalised advice to investors with high-quality content and the best investment products.
We are headquartered in Lausanne, with additional offices in Zurich and Singapore. We operate as a group of highly autonomous teams that take responsibility for their projects and interact with each other based on mutual trust.
Skills Required
- 5+ years of product management experience in B2B
- Technical grounding (STEM degree, engineering background, or built a real tech product)
- Proven ability to define product strategy and own a product area end-to-end
- Experience researching markets and conducting customer interviews
- Comfortable running lean discovery and writing clear, well-scoped stories
- Experience collaborating with designers and engineers and participating in Agile ceremonies
- Strong written and verbal communication skills in English
- Entrepreneurial, self-motivated with a bias to action and value mindset (adoption/monetization focus)
- Experience in B2B SaaS, wealth management, advisory services, finance, or fintech
- Practical experience shipping AI-enabled features to real users
What We Do
Evooq offers an integrated suite of platforms that streamline the investment advisory process. Advisors and relationship managers gain the tools to seamlessly manage, monitor, and trade diverse products while capturing client profiles and goals to propose tailored investment solutions, all supported by strategic asset allocation decisions of the CIO teams. Together with Edgelab and our partners, we're not just enabling personalized investment services but making them efficient, scalable, and accessible to everyone.
