We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!
About the role
We’re looking for a Senior Product Manager to help deliver our Financial Advice technology strategy. You’ll play a pivotal role in shaping and implementing the tools and platforms that underpin our adviser and client experience. A key part of your initial focus will be laying the foundations with Salesforce - establishing it as a core platform to support future developments and innovation across the Advice business.You’ll work closely with Engineering, Design, and Data teams, and collaborate across Marketing, Risk, Compliance, Legal, and Operations to ensure we deliver valuable, secure, and scalable products.
What you’ll be doing
- Setting the vision and outcomes for Advice technology, defining objectives and an evidence-led roadmap to improve adviser productivity, client experience, and operational control.
- Leading the delivery of new CRM and workflow solutions, with an emphasis on implementing and optimising Salesforce as a strategic platform for future enhancements.
- Managing the transition from legacy systems, supporting data migration, and establishing robust governance and change control.
- Working to create a seamless client journey and a unified adviser experience by integrating key platforms and data sources.
- Enabling better management information and reporting to drive continuous improvement.
- Owning the product roadmap and backlog, prioritising opportunities based on research and business needs, and validating outcomes post-launch.
- Leading and developing a cross-functional team, fostering autonomy, and championing product management best practice.
About you
- Demonstrable experience as a Senior Product Manager delivering software products in cross-functional teams.
- Significant experience in CRM platforms (ideally including Salesforce) and workflow/case management.
- Skilled at balancing value, usability, feasibility, and viability; confident making decisions using both quantitative and qualitative inputs.
- Excellent communicator who can translate business and client problems into clear product outcomes and collaborate effectively across the business.
- Familiarity with the Financial Advice domain and a pragmatic approach to delivering in regulated environments.
Interview process
This will be a two-stage interview process, including competency-based questions and an assessment.
Working schedule
This role is permanent, full time, 37.5 hours per week, Monday to Friday. Our office is based in Bristol, BS1 5HL. Hybrid working is available and open for discussion.
Why us?
Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.
To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.
What's on offer?
- Discretionary annual bonus* and annual pay review
- 25 days* holiday plus bank holidays and 1-day additional Christmas closure
- Option to purchase an additional 5 days holiday**
- Flexible working options available, including hybrid working
- Enhanced parental leave
- Pension scheme up to 11% employer contribution
- Income Protection and Life insurance (4 x salary core level of cover)
- Private medical insurance*
- Health care cash plans - including optical, dental, and outpatient care
- Health screening programme
- Help@hand - confidential support including mental health counselling and remote GP
- Wellhub - unlimited access to fitness providers and wellness coach sessions
- Variety of travel to work schemes with bike storage and shower facilities
- Inhouse barista and deli serving subsidised coffee and sandwiches
- Two paid volunteering days per year
* dependant on role level
** only available to select during our annual benefits window, in November each year
Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.
This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.
Please note, we are unable to provide employment sponsorship to candidates.
Top Skills
What We Do
We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 1.7 million clients.
Our service allows clients to bring all their ISAs, pensions, SIPPS, and savings into one easy to manage place, allowing them to be in control.
