Product Owner – Risk & Compliance (CRM Platform)

Wer sich für eine Karriere bei Lombard Odier entscheidet, ist für einen renommierten, globalen Vermögensverwalter und Asset Manager tätig, der sich auf nachhaltige Investitionen fokussiert. Wir sind eine unabhängige und innovative Bank erster Wahl für private und institutionelle Kunden. Unsere Gruppe ist eine der bestkapitalisierten weltweit. Wir verwalten rund CHF 300 Milliarden und sind auf vier Kontinenten von über 25 Niederlassungen aus tätig.

Mit unserer über 225-jährigen Geschichte sind wir ein Investmenthaus mit umfassendem Angebot an diskretionärer und beratender Portfolioverwaltung sowie Finanzdienstleistungen. Unsere hochmoderne Technologie-Plattform vermarkten wir auch erfolgreich an andere Finanzinstitute. Über Lombard Odier Investment Managers bieten wir Vermögensverwaltungsdienstleistungen und Anlagestrategien an.

"Rethink Everything" ist unsere Philosophie – sie steht im Zentrum unseres Handelns. Wir sind durch mehr als 40 Finanzkrisen stärker geworden, indem wir die Welt um uns herum ständig neu gedacht haben. So bieten wir unseren Kundinnen und Kunden stets neue Anlageperspektiven.

Product Owner – Risk & Compliance (CRM Platform)

Lombard Odier Group operates its own proprietary banking technology platform used by the Group and provided to other private banks and financial institutions through a BPO business model. The Technology & Operations (T&O) department maintains and develops the platform through the delivery of solutions for the Bank’s business divisions.

Within Lombard Odier’s Development department, we seek to strengthen our teams with an experienced Product Owner dedicated to the Risk & Compliance domain within our Customer Relationship Management (CRM) product. Our bankers’ CRM—primarily developed in-house—is fully integrated within our Wealth Management application suite and is a key differentiator of our technology offering. Given the central role of client lifecycle management and first-line controls in Private Banking, we aim to bring our CRM’s Risk & Compliance capabilities to the next level.

As a Product Owner for Risk & Compliance within the CRM platform, you will be part of the Wealth Management software development team and report to the CRM Product Manager. The team, working in an agile framework, brings together all “front-office” products serving bankers, relationship managers, clients, and key control functions. In your day-to-day work, you will collaborate with peer product owners, product managers, project managers, business analysts, developers, and—crucially—business stakeholders across Private Clients, Group Compliance & Risk, Tax, and Regulatory Reporting.

YOUR ROLE

• Define the product vision and roadmap for Risk & Compliance in CRM

• Own the end-to-end design and evolution of AML/KYC risk scoring within CRM

• Implement and streamline regulatory suitability & appropriateness processes

• Act as the primary interface between business stakeholders and the product team, ensuring clear understanding, timely feedback loops, and resolution of emerging needs and issues.

• Perform continuous market and regulatory watch on compliance tooling and operating practices (e.g., KYC/CLM, suitability, AML risk engines) to benchmark and anticipate changes.

• 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.

Fünf Werte definieren die DNA unseres Hauses. Exzellenz motiviert uns, die Besten unseres Gebiets zu sein, und Innovation ermöglicht unseren Fortschritt. Respekt ist das Fundament unserer Interaktionen, und Integrität leitet unser Handeln. Gemeinsam sind wir One Team, das sich mit leidenschaftlichem Engagement in den Dienst unserer Kundinnen und Kunden stellt.

Wir fördern eine inklusive und integrative Arbeitsumgebung für unsere Mitarbeitenden. Vielfalt, Gleichberechtigung und Inklusion sind fest in unserem Unternehmensleitbild ‘La Maison’ verankert und wir sind bestrebt, dass unsere Mitarbeitenden sowohl ihre beruflichen als auch ihre persönlichen Ziele verwirklichen können. Wir fördern interne Karrierewege durch individualisierte und kompetenzbasierte Trainingsangebote. Wir sind fest davon überzeugt, dass der Aufbau vielfältiger Teams zu unserem nachhaltigen Erfolg beiträgt und daher Fundament unserer Unternehmensstrategie ist.

Es ist eine tolle Gelegenheit, um Teil des Teams zu werden. Alle Bewerbungen werden streng vertraulich behandelt.