Senior Product Manager – Digital Clients: Growth & Expansion

Your Role As Senior Product Manager – Private Wealth (f/m/d) you build the product for LIQID's most demanding clients: entrepreneurs, families and executives whose relationship with us runs through a personal Relationship Manager. You design for two users at once – the client and the RM – and your mandate is twofold: make our Relationship Managers radically more effective, and design the end-to-end hybrid service, sales and relationship model for our most complex offerings. Our private clients hold portfolios that include private equity funds from KKR, EQT, CVC and Permira and venture stakes in companies like SpaceX, OpenAI, Stripe and Anduril. You make sure that advising on, investing in and living with these portfolios feels like the best of private banking – with the speed and clarity of a digital product. What you'll do • End-to-End Segment Ownership: Own the private client journey from introduction and first advisory meeting through onboarding, investment and long-term servicing to the next allocation. You define the segment's North Star and KPI tree – net new money, share of wallet, time from advisory to investment, private markets adoption, retention, RM book capacity and cost-to-serve – and develop it further where you see sharper signals. • RM Enablement & Advisory Tooling: Treat Relationship Managers as users, not stakeholders. You build the tools that give them more time for advice and less for administration: a client 360 view, meeting preparation and follow-up, next-best-action signals, pipeline visibility and AI copilots that draft, summarize and document – within the requirements of MiFID II on suitability, cost transparency and record-keeping. • Hybrid Service & Sales Design: Blueprint the service model end-to-end: which moments are digital, which are personal, and which are both. Together with RM and Sales leadership you design seamless handovers, a shared view between client app and RM workspace, and service tiers that scale high-touch quality to more clients without diluting it. • Complex Offerings, Made Simple: Make sophisticated products understandable and executable: private markets with capital calls, distributions and J-curves, and the underlying funds and companies, from Cinven and Advent to Mistral and Databricks, as well as bespoke mandates, company and holding accounts, family structures and consolidated reporting across portfolios. You work closely with the Investment team, Compliance and Operations so every journey is compliant by design. • Discovery, Data & Experimentation: Join advisory meetings, shadow RMs and run continuous discovery with clients for whom every interaction matters. You combine qualitative depth with rigorous measurement in a small-n, high-value segment, define tracking schemas for client and RM journeys, and use AI-assisted prototyping to converge on solutions in few iteration cycles. • Thought Leadership with Hands-on Mentality: Act as Product Manager and Product Owner for a cross-functional team of Engineering, Design and Product Ops. You drive adoption of what you ship inside the RM organization, prioritize transparently by impact and effort – which also means saying no – and grow into the thought leader for hybrid wealth management at LIQID. What you bring • Background: 7+ years in Product Management, ideally in wealth management, private banking, FinTech or another trust-driven, advice-led domain. Experience building for internal expert users such as advisors, sales or service teams alongside end clients is a strong plus. • Service Design & Hybrid Thinking: You think in service models, not just screens. You have designed journeys that span people, processes and software, and you know how to drive adoption and behavior change inside an organization, not only ship fea