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Senior Product Manager – Digital Clients: Growth & Expansion
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Job Description
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 cl
Required Skills
Upskill for This Role
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Digital Product Management

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Master Customer Success and Product Management Collaboration

Just the Basics of Product Management
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