Product manager in private wealth

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.

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.

• 7+ years in Product Management, ideally in wealth management, private banking, FinTech or another trust-driven, advice-led domain.
• 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 features to it.
• Solid understanding of investing and wealth management (capital markets, private markets, portfolio construction), and the ambition to build regulatory fluency in a supervised environment (MiFID II, BaFin).
• You define metrics before you build and attribute impact credibly, even with small samples.
• You are comfortable with CRM and workflow integrations, discussing architecture and API trade-offs with engineers, and using AI tooling to prototype and to build AI-assisted workflows.
• Fluent in German and English, with the presence to earn credibility with experienced Relationship Managers and with clients who expect the highest standard – and to represent your roadmap toward leadership.
• Comfortable in fast-paced, high-ownership scale-up environments.
• You want to own outcomes, not backlogs, and you are excited to define what a premium hybrid private client experience looks like in an AI-native product organization.
• Будет плюсом: Experience building for internal expert users such as advisors, sales or service teams alongside end clients is a strong plus; Experience with private market products or advisory processes is a strong plus

• Flat hierarchies and cultural openness make you an integral part of our diverse team of international talents from day one.
• You’ll find the right balance with flexible work models, working hours, and remote work options.
• 28 days of vacation and two additional days off on December 24 and 31 ensure you have ample time to unwind.
• You’ll help shape the future of digital wealth management with us in an innovative, multi-award-winning company on a growth trajectory, with high market relevance and plenty of space for your ideas.
• We support your personal and professional growth with an annual development budget up to €1,500.
• Additionally, at the start of your tenure at LIQID, you’ll receive high-quality equipment, including a MacBook, headphones, and a display.
• As a LIQIDian, you'll enjoy attractive terms for our investment strategies, a monthly lunch allowance, and exclusive discounts with various providers.
• Regional organic products keep you fit in the office, and our health initiatives or Health Assistance Program go far beyond that.