Wealth Platform Manager

Role : Wealth Platform Manager
Location : Abu Dhabi

Role Purpose:

The Platform Product Manager will be accountable for delivering robust, scalable, and reliable platform solutions that optimize performance and minimize operational risk. This role involves close collaboration with key stakeholders. As a member of the Wealth Management Platform team, working alongside Product, the Platform Product Manager will be instrumental in driving the digital transformation of our business. The role will oversee the delivery of new projects and product development, with a strong focus on IT systems and product delivery platforms from Product and digital assets perspectives. Responsibilities include facilitating the launch of new products or enhancing existing ones on Wealth Platforms, developing new delivery channels, and upgrading back-end systems to ensure operational excellence. Beyond core responsibilities, the role extends into Wealth Management investment products and services, encompassing end-to-end platform management. This includes product lifecycle oversight, governance, channel optimization, and leveraging data-driven insights to enhance digital platform capabilities and client experience. As a member of the Wealth Management Platform team along with Product, overseeing the delivery of new projects and product development, focusing on IT and other product delivery platforms.

Key Accountabilities of the role

Product & Platform Development

• Collaborate with cross-functional teams (Engineering, Design, Marketing, Operations) to deliver high-quality platform solutions on time and within budget.

• Facilitate the launch of new products and enhancements on Wealth Platforms, ensuring seamless integration with IT systems and third-party services.

Market Intelligence & Innovation

• Conduct market research, competitive benchmarking, and trend analysis to identify growth opportunities and inform platform enhancements.

• Stay ahead of emerging technologies and industry best practices to maintain platform competitiveness.

Requirements & Governance

• Gather, validate, and prioritize platform requirements based on stakeholders feedback, business goals, and regulatory standards.

• Develop detailed functional specifications, user stories, and workflows to guide development and ensure compliance.

Performance Monitoring & Optimization

• Define and track platform KPIs, analyzing performance metrics to drive continuous improvement and operational efficiency.

• Implement governance frameworks for risk mitigation and quality assurance.

Stakeholder Communication

• Provide clear, timely updates on platform initiatives, progress, and performance to senior management and key stakeholders.

• Act as a liaison between business units, IT, and external vendors to ensure alignment and delivery excellence.

Project & Vendor Management

• Lead IT project documentation, including Statements of Work (SOWs), Business Requirement Documents (BRDs), and Requests for Proposal (RFPs).

• Manage vendor relationships, contract negotiations, and third-party integrations to ensure cost-effective and high-quality delivery.

Testing & Quality Assurance

• Oversee User Acceptance Testing (UAT) and other testing environments to validate platform functionality and user experience.

• Ensure robust QA processes for all platform releases.

UI/UX Design & Workflow Optimization

• Drive the design and optimization of Wealth Platform interfaces and workflows to deliver intuitive, client-centric experiences.

• Collaborate with design teams to ensure consistency and usability across digital channels.

• Define and execute the product vision, strategy, and roadmap for digital products.

• Collaborate with cross-functional teams, including engineering, design, marketing, and sales, to deliver high-quality products on time and within budget.

• Gather and prioritize product requirements based on customer feedback, business goals, and market trends.

• Develop detailed product specifications and user stories to guide the development process.

• Communicate product updates and progress to stakeholders and senior management.

Specialist Skills / Technical Knowledge Required for this role:

Strategic & Analytical Thinking

• Ability to define and execute platform strategy aligned with business objectives.

• Strong analytical and problem-solving skills for data-driven decision-making.

Digital Product & Platform Expertise

• Proven experience in managing digital platforms and product development.

• Deep understanding of digital product lifecycle, IT systems, and integration methodologies.

Financial Services & Wealth Management Knowledge

• Solid grasp of wealth management products, investment process.

• Familiarity with regulatory and compliance requirements in financial markets.

Project & Program Management

• Excellent project management skills with the ability to manage multiple initiatives simultaneously.

• Proficiency in preparing documentation (SOWs, BRDs, RFPs) and overseeing UAT/testing environments.

Technical & UX/UI Acumen

• Understanding of platform architecture, back-end systems, and digital delivery channels.

• Ability to design and optimize workflows and user interfaces for superior client experience.

Stakeholder & Vendor Management

• Strong communication and interpersonal skills to collaborate with cross-functional teams and external vendors.

• Experience in vendor negotiations and managing third-party integrations.

Adaptability & Excellence

• Ability to thrive in a fast-paced, complex environment while meeting deadlines.

• Up-to-date knowledge of industry trends, emerging technologies, and digital transformation best practices.

• Proven experience as a Product Manager, preferably in a digital or technology-focused environment.

• Strong understanding of digital product development processes and methodologies.

• Excellent analytical, problem-solving, and decision-making skills.

• Strong understanding of wealth management and financial services.

• Excellent project management skills with the ability to manage multiple projects simultaneously.

• Excellent communication and interpersonal skills.

• Ability to work collaboratively with cross-functional teams.

• Up-to-date knowledge of industry trends and emerging technologies.

Previous experience:

10 years of experience in similar role of Wealth products related.