Role overview Working with the Head of Digital, the Senior Digital Product Manager will shape and deliver digital products and workflows that improve client and colleague outcomes. The role will have a particular focus on digital onboarding, new internal colleague facing technology and TrinityBridge's strategic AI change agenda.
This is a design first product role. The post holder will combine strong product management, design and delivery skills with practical experience of using AI and agentic capabilities to reimagine workflow. They will translate complex business needs into simple, safe and measurable experiences, take products from discovery through to adoption, and ensure value is realised in a regulated wealth management environment.
Key responsibilities Digital transformation- Develop a deep understanding of client and colleague needs, behaviours and pain points through research, service design, data and operational insight, using this evidence to shape product priorities and roadmaps.
- Lead discovery and concept development for priority digital change, framing clear problems, hypotheses, target outcomes and measures of success before committing to build.
- Apply design thinking throughout the product lifecycle, ensuring solutions are desirable for users, viable for the business, technically feasible and appropriate within TrinityBridge's risk and regulatory environment.
- Translate TrinityBridge's Digital and AI strategy into practical product initiatives, particularly across onboarding, colleague-facing technology and AI enabled workflow redesign.
- Work across Digital, Technology, Operations, Advice, Bespoke Investment Management, Financial Planning, Risk & Compliance to redesign end to end journeys rather than digitising existing process steps in isolation.
- Use an iterative, test & learn approach to validate value early, incorporating user feedback, operational evidence and control requirements before scaling.
- Build clear product cases covering client and colleague outcomes, efficiency, cost, risk, adoption and strategic value; track benefits through delivery and into BAU.
- Identify opportunities to simplify processes, remove avoidable hand offs and use data, automation or AI appropriately to improve quality, speed and consistency.
- Monitor relevant market, regulatory and technology developments and translate them into practical implications and opportunities for TrinityBridge.
- Create or orchestrate new workflows using automation, generative AI and agentic capabilities where appropriate, including human oversight, escalation paths, auditability and performance controls.
- Establish product analytics and feedback loops. Define KPIs covering experience, adoption, completion, quality, productivity, risk and value realisation, and use them to drive continuous improvement.
- Manage third-party suppliers and delivery partners effectively, setting clear outcomes, challenging constructively and ensuring delivery quality, knowledge transfer and value for money.
- Support technology selection and RFP activity where capability gaps are identified, grounding recommendations in validated user needs, target architecture and commercial evidence.
People and Organisation- Act as a senior member of the Digital team, contributing to the wider digital portfolio, product practice and strategic priorities of TrinityBridge.
- Build trusted partnerships across the organisation and create alignment between business sponsors, subject-matter experts, delivery teams, control functions and external partners.
- Facilitate workshops and decision forums that turn complex or competing perspectives into clear problems, agreed outcomes and actionable priorities.
- Champion a design first, client centred and evidence led product culture, helping colleagues move from solution assumptions to validated needs and measurable outcomes.
- Communicate product direction, trade-offs, progress, risks and decisions clearly to stakeholders up to and including Executive level.
- Create enthusiasm and momentum around new digital and AI enabled capabilities while setting realistic expectations about adoption, controls, learning and value realisation.
- Influence without relying on hierarchy, constructively challenge where needed and maintain clarity over ownership, decision rights and accountability.
- Plan for adoption from the outset, working with business owners on communications, training, process change, readiness and transition into BAU.
- Deliver experiences aligned to TrinityBridge's client commitment, helping clients and colleagues feel valued, confident, understood and able to do business with us easily.
- Demonstrate a sound understanding of the regulatory framework relevant to the role, including the importance of good client outcomes, fair treatment, data protection, operational resilience and effective risk management.
- For AI supported workflows, ensure appropriate governance for accuracy, bias, explainability, data use, third-party risk, model or service performance, monitoring and escalation.
- Act in accordance with TrinityBridge's regulatory standards, compliance policies and conduct expectations, with a consistent focus on achieving good client outcomes.
Regulatory responsibilities | Compliance/T&C - Demonstrate a strong understanding of the regulatory framework relevant to the role, including effective governance, operational risk management, operational resilience, client outcomes, Outsourced Service Provider oversight and controlled service delivery.
- Ensure service management and oversight activity is delivered in line with all relevant internal and external rules, regulations, policies and procedures, including FCA principles and internal Compliance and Risk requirements.
- Support appropriate governance, oversight and challenge of material Operational Vendors and Third-Party Providers, helping to ensure compliance with internal outsourcing, Outsourced Service Provider management, operational resilience, risk and control requirements.
- Promote a strong risk and control culture across the function, ensuring issues, incidents, breaches, complaint themes, control weaknesses and emerging risks are appropriately identified, escalated, tracked and remediated.
About you | Qualifications, skills and strengths - Proven product management experience delivering complex digital products or services from discovery through build, launch, adoption and continuous improvement.
- Strong experience of digital onboarding, client lifecycle, workflow or colleague facing product delivery. Experience in a regulated service environment is highly desirable.
- A design first mindset, with practical experience of design thinking, service design, journey mapping, user research, prototyping and usability testing.
- Demonstrable ability to champion the voice of the client and colleague, combining qualitative insight with product, operational and behavioural data.
- Working knowledge and practical experience of generative AI, workflow automation or agentic capabilities, including the ability to shape use cases and collaborate with technical specialists to create new workflows.
- Understanding of the controls required for responsible AI enabled change, including human-in-the-loop design, data protection, testing, monitoring, auditability and clear accountability.
- Ability to convert ambiguous business problems into clear product outcomes, hypotheses, requirements, roadmaps, backlogs and measures of success.
- Commercial acumen, with experience of assessing costs, benefits, trade-offs, supplier value and measurable business outcomes.
- Strong analytical judgement and an ability to balance client experience, colleague experience, operational efficiency, technology constraints, risk and regulatory obligations.
- Excellent communication, facilitation and stakeholder management skills, with the confidence to influence and constructively challenge senior leaders and delivery partners.
- Comfort with agile and iterative delivery methods, while applying proportionate governance and disciplined decision-making.
- Experience managing third party suppliers, including outcome setting, delivery oversight and commercial challenge.
- Highly organised, self motivated and accountable, with the ability to prioritise and maintain momentum in a complex, changing environment.
- A collaborative, inclusive style and a commitment to operating with integrity.
- Experience of wealth management, investment management, financial planning or financial advice is advantageous
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
Requirements
At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at
[email protected].