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Senior product manager (wealth / super)

Sharp & Carter
Product Manager
Posted: 12 December
Offer description

We have a fantastic opportunity for a Senior Product Manager with experience across retail, wholesale and institutional markets.

Working across Customer Operations, you’ll play a key role in optimising customer journeys, strengthening product features, and embedding data‑driven decision‑making into everything we do.

Reporting to the Head of Product, this role is ideal for a strategic thinker with a passion for solving complex problems, leading change, and creating seamless customer experiences.

You’ll work closely with cross‑functional teams – from operations and commercial to compliance and analytics – to ensure our products not only meet regulatory standards but also support business growth and reduce customer friction.


Responsibilities

* Champion the Customer Experience – Digitise and simplify customer forms, improve accessibility of product materials, and streamline user interfaces to enhance satisfaction and reduce friction.
* Strengthen Products & Reduce Complaints – Use customer insights and complaint analysis to identify pain points, prioritise product improvements, and deliver smarter workflows and self‑service tools.
* Forecast & Plan with Confidence – Develop and operationalise volume / capacity forecasting models to better predict demand, allocate resources, and improve operational efficiency.
* Unlock Customer Insights – Build and refine analytics frameworks, dashboards, and reports that reveal product usage trends, customer behaviours, and emerging opportunities.
* Innovate for the Future – Explore emerging trends, tools, and technologies – from automation to AI‑driven analytics – to drive smarter ways of working.


Skills / Experience

* Strong product management experience, ideally across managed investment schemes and investment bonds
* Experience across retail, wholesale and institutional markets
* Experience across marketing and written communications, including drafting product disclosure statements, explanatory memorandums and institutional offer documents
* Experience with capital raising across retail, whole and institutional markets
* RG Qualification will be highly regarded.
* Proven ability to deliver customer‑focused solutions, backed by data and insights.
* Comfortable balancing strategic priorities with hands‑on delivery.
* Passionate about driving innovation, continuous improvement, and best practice.
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