Product Portfolio Manager

Job Category: Technical Specialist / Manager

Location: Liverpool, GB, L3 1NW; London, GB, EC2V 7QN; Glasgow, GB, G2 1EH

Date: 11 Mar 2025

Rathbones provides individual investment and wealth management services for private clients, charities, trustees, and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognized as the UK's most responsible wealth manager.

We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society, and create a lasting legacy. Thinking, acting, and investing responsibly.

Department: Product & Transformation

Contract Type: Permanent

The Role

The Product Portfolio Manager within the Product and Transformation function is a senior role responsible for strategic planning and innovation across a single value stream. This position involves extensive liaison across product teams to ensure executive and board-level outcomes are aligned and integrated. The ideal candidate will have deep knowledge of various capabilities within the organization and a broad understanding of external capabilities, particularly in the wealth management industry.

Outcomes of the Role

Strategic Planning and Innovation:

• Develop and drive strategic initiatives across the business value stream.
• Foster continuous improvement and innovation in products and associated business processes.
• Create and maintain a product portfolio roadmap and backlog for multiple large and complex products.
• Ensure the product portfolio aligns with strategic goals and delivers value to stakeholders.

Liaison and Collaboration:

• Work closely with product teams, including Product Owners, Delivery Leads, and Scrum Masters, to ensure cohesive and aligned outcomes.
• Collaborate with external stakeholders and capabilities, including Business Design, Data, Application Management, and wealth management industry experts.
• Manage costs and budgets for licensing, resources, and external spend exceeding £5 million.
• Ensure financial decisions align with strategic objectives and provide value for money.

Governance and Compliance:

• Ensure adherence to oversight and control frameworks established by the Product Transformation Office.
• Implement and maintain robust governance practices to manage risks and ensure compliance.

Outcome Delivery:

• Ensure that portfolio-level outcomes are joined up and aligned with executive and board-level expectations.
• Drive the delivery of strategic goals through effective portfolio management and cross-functional collaboration.

Knowledge, Skills and Experience

• Extensive experience leading and working with agile delivery teams.
• Experience operating across multiple dependent deliveries, with demonstrable experience of effectively managing cross-dependencies.
• Demonstrable experience and/or certifications in project management, product management, or relevant areas.
• Broad understanding of external capabilities, including Business Design, Data, and Application Management.
• Good knowledge of the wealth management industry.
• Strong ability to develop and drive strategic initiatives.
• Excellent analytical and problem-solving skills.
• Proven experience in managing significant budgets and financial planning.
• Strong leadership skills with the ability to influence and collaborate across multiple teams and stakeholders.
• Excellent communication skills, both written and verbal, with the ability to present complex information to senior stakeholders.
• Experience in implementing and maintaining governance frameworks.
• Strong understanding of regulatory and compliance requirements.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops, and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences, and abilities and encourage applications from all backgrounds. We welcome individuals who share our values - those that are passionate about client service, operate with the highest levels of integrity, and have a strong results focus.