Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As Senior Product Manager – Client Experience & Engagement, you will own the client journey post-first investment, shaping the digital experience across web and native app. Your focus will be on enhancing portfolio reporting, insights, documents, and self-services to align with premium wealth management standards. You will also drive relationship growth through digital up-selling and cross-selling of additional portfolios, products, and account types, ensuring a seamless integration between the digital experience and Relationship Managers.

Responsibilities

Own the active client journey from first investment onward across web and native app.
Set the vision for portfolio reporting, portfolio KPIs, performance communication, document management, account settings, and self-services.
Raise the quality bar for the digital experience to match the standard of investment products.
Make capital calls, distributions, J-curves, and underlying funds and companies tangible and understandable for clients.
Define and evolve the North Star and KPI tree for active clients.
Design and scale journeys that deepen client relationships, including time to first top-up, second portfolio and second product adoption, additional account types, and share-of-wallet growth.
Identify natural product sequences through path and cohort analysis.
Build in-product moments and lifecycle campaigns that convert clients.
Prove impact with honest, causal measurement.
Build repeatable growth systems for the existing client base.
Make the Relationship Manager a first-class citizen of the digital product.
Design how human advice surfaces inside the app, including contextual RM touchpoints and seamless handovers.
Design self-service flows for major actions to reduce friction without reducing trust.
Measure and improve the interplay between RM engagement and client outcomes.
Run continuous discovery with clients and Relationship Managers to understand HNW client needs.
Define tracking schemas and metric contracts for the active client domain.
Run experiments and cohort analyses across engagement, retention, and multi-product adoption.
Use AI-assisted prototyping to converge on solutions.
Act as Product Manager and Product Owner for a cross-functional squad of Engineering and Design.
Prioritize with a transparent impact and effort logic.

Requirements

7+ years of experience in Product Management for digital consumer products.
Experience in FinTech, WealthTech, banking, or another trust-driven domain is ideal.
Experience with engagement, retention, or CRM-driven product work is a strong plus.
Exposure to native app development is a plus.
Hands-on experience with product analytics, funnel and cohort analysis, and experimentation.
Ability to define metrics before building, establish baselines, and attribute impact credibly.
Comfortable discussing architecture and API trade-offs with engineers.
Ability to use AI tooling to prototype and compress cycles.
Genuine interest in investing and wealth management.
Ambition to build regulatory fluency in a supervised environment.
Fluent in German and English.
Ability to align Product, Design, Engineering, CRM, and Relationship Management.
Ability to represent your roadmap credibly toward leadership.
Comfortable in fast-paced, high-ownership scale-up environments.
Desire to own outcomes, not backlogs.
Excited to define what a premium hybrid wealth experience looks like in an AI-native product organization.

Skills

Product Management
Client Experience
Engagement
Digital Product Development
Portfolio Reporting
Performance Insights
Self-Services
Wealth Management
Digital Up-selling
Digital Cross-selling
Product Analytics
Funnel Analysis
Cohort Analysis
Experimentation
AI Tooling
Prototyping
Agile Methodologies
Roadmap Development
Communication
Stakeholder Management

Location

Hybrid

Work Type

Hybrid

Experience Level

Senior

Benefits

Flat hierarchies
Cultural openness
Flexible work models
Flexible working hours
Remote work options
28 days of vacation
Two additional days off on December 24 and 31
Annual development budget of €1,500
High-quality equipment (MacBook, headphones, display)
Attractive terms for investment strategies
Monthly lunch allowance
Exclusive discounts with various providers
Regional organic products in the office
Health initiatives
Health Assistance Program

About the Company

LIQID is one of the fastest-growing fintechs in Europe.
Our purpose is to provide creators, entrepreneurs, and thinkers shaping our future with access to the same opportunities as the world’s most successful investors while balancing the demands of people, planet, and profit.
We offer our clients financial peace of mind through exceptional, curated investment solutions – ranging from the world’s best private equity and venture funds to award-winning wealth management solutions.
All delivered via an intuitive digital experience with outstanding personal support.
With over €3.8 billion in assets, we are backed by leading investors from the digital, private equity, and wealth management space, including LGT, Toscafund, HQ Trust, and Project A.

Equal Opportunity

LIQID is an equal opportunity employer. All qualified applications are considered without regard to race, age, religion, gender, ethnic or national origin, disability, or any other characteristic protected by applicable equal opportunity laws.