Product Owner – Customer Relationship Management (CRM)

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

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.

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team , united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.