Product Owner – Customer Relationship Management (CRM)

Wer sich für eine Karriere bei Lombard Odier entscheidet, ist für einen renommierten, globalen Vermögensverwalter und Asset Manager tätig, der sich auf nachhaltige Investitionen fokussiert. Wir sind eine unabhängige und innovative Bank erster Wahl für private und institutionelle Kunden. Unsere Gruppe ist eine der bestkapitalisierten weltweit. Wir verwalten rund CHF 300 Milliarden und sind auf vier Kontinenten von über 25 Niederlassungen aus tätig.

Mit unserer über 225-jährigen Geschichte sind wir ein Investmenthaus mit umfassendem Angebot an diskretionärer und beratender Portfolioverwaltung sowie Finanzdienstleistungen. Unsere hochmoderne Technologie-Plattform vermarkten wir auch erfolgreich an andere Finanzinstitute. Über Lombard Odier Investment Managers bieten wir Vermögensverwaltungsdienstleistungen und Anlagestrategien an.

"Rethink Everything" ist unsere Philosophie – sie steht im Zentrum unseres Handelns. Wir sind durch mehr als 40 Finanzkrisen stärker geworden, indem wir die Welt um uns herum ständig neu gedacht haben. So bieten wir unseren Kundinnen und Kunden stets neue Anlageperspektiven.

Lombard Odier group operates its own proprietary banking technology platform which is used by the group but also provided to other private banks and financial institutions through a BPO business model. The Technology & Operations (T&O) department is in charge of maintaining and developing the platform through the delivery of applicative solutions for the various business divisions of the Bank.

Within the Development department of Lombard Odier, we seek to strengthen the existing teams with an experienced Product Owner in the field of CRM applications. Our banker’s CRM application, mainly developed internally is fully integrated within our Wealth Management applications suite which is considered a key differentiator of our technology offer. Due to the central role played by customer relationship management in Private Banking we aim now to take our CRM application to the next level.

As one of the product owner of our CRM platform you will form part of the Wealth Management software development team and will report to the CRM product manager. This team working within an agile framework regroups all the “front office” products. These products are dedicated to bankers, to relationship managers, to clients as well as several control functions. In your day to day you will interact with peer product owners, product managers, project managers, business analysts, developers and of course with your main business stakeholders, the private client unit.

YOUR ROLE

• In close collaboration with the business develop a product vision and roadmap sustaining the organization's strategic direction.

• Establish effective communication between business stakeholders and the product team by acting as the primary point of contact to ensure clear understanding and address emerging needs and issues.

• Perform market watch about potential competitors and alternatives.

• Proactively work with our 3rd party suppliers to drive value, establishing a solid and sound relationship.

• Lead potential RFI/RFP processes

• Foster a positive product team dynamic while maximizing ROI of product features as well as end users satisfaction.

• Maintain & prioritize the backlog by including changes and project demands while ensuring product maintenance to guarantee stability and sustainability over the long term.

• Set and communicate work priorities, updates and issues that emerge during the development process.

• Create sprint goals, actionable epics and user stories based on the requirements defined for each feature (function) in collaboration with the product team.

• Participate in project estimation costs based on business requirements.

• Ensure high product quality is met by overseeing test strategy definition, execution and automation.

• Track product analytics to measure adoption and performance. Use these data to drive decisions and setting priorities.

• Act as third level of support by ensuring effective incident management through resources mobilization, team coordination and providing clear status reports.

• Oversee the resolution of IT-related risks, audits, and problem management action items in a timely manner.

• Ensure our external applications remain up to date and compatible with the technologies operated by the Bank, while staying aware of the way the IT operations dept operates them.

YOUR PROFILE

• +5 years experience in managing application and digital solution delivery.

• Bachelor’s degree in computer science, business management or a relevant field. Master degree is a plus.

• Proven experience as a product owner, project manager or similar role, demonstrating successful delivery on various sizes of scope and complexity.

• Agile project management certifications are desirable (e.g., CSPO, SAFe).

• Experience working in cross-functional teams and managing stakeholders with diverse backgrounds and perspectives.

• Proficiency in project management software and tools (e.g., Jira, Confluence, ServiceNow, Clarity).

• Excellent leadership abilities, with the capacity to lead product vision.

• Strong communication and interpersonal skills, with the ability to effectively interact with stakeholders, experts and external third parties in French and English.

• Ability to break complex problems into simpler ones and prioritize them based on ROI.

• Ability to understand user expectations and anticipate new demands based on market trends

• Capacity to conduct arbitration processes and decision-making.

• Financial acumen and budget management skills.

• Business and technical knowledge of existing best-in class banking CRM applications would be a definitive plus

• Good knowledge of Scrum and agile software development methodologies.

• Residence in Switzerland or willingness to relocate.

Fünf Werte definieren die DNA unseres Hauses. Exzellenz motiviert uns, die Besten unseres Gebiets zu sein, und Innovation ermöglicht unseren Fortschritt. Respekt ist das Fundament unserer Interaktionen, und Integrität leitet unser Handeln. Gemeinsam sind wir One Team, das sich mit leidenschaftlichem Engagement in den Dienst unserer Kundinnen und Kunden stellt.

Wir fördern eine inklusive und integrative Arbeitsumgebung für unsere Mitarbeitenden. Vielfalt, Gleichberechtigung und Inklusion sind fest in unserem Unternehmensleitbild ‘La Maison’ verankert und wir sind bestrebt, dass unsere Mitarbeitenden sowohl ihre beruflichen als auch ihre persönlichen Ziele verwirklichen können. Wir fördern interne Karrierewege durch individualisierte und kompetenzbasierte Trainingsangebote. Wir sind fest davon überzeugt, dass der Aufbau vielfältiger Teams zu unserem nachhaltigen Erfolg beiträgt und daher Fundament unserer Unternehmensstrategie ist.

Es ist eine tolle Gelegenheit, um Teil des Teams zu werden. Alle Bewerbungen werden streng vertraulich behandelt.