Senior Product Manager – Private Wealth: Growth & Expansion
LIQID Investments · Berlin
Your Role
As Senior Product Manager – Private Wealth (f/m/d) you build the product for LIQID's most demanding clients: entrepreneurs, families and executives whose relationship with us runs through a personal Relationship Manager. You design for two users at once – the client and the RM – and your mandate is twofold: make our Relationship Managers radically more effective, and design the end-to-end hybrid service, sales and relationship model for our most complex offerings. Our private clients hold portfolios that include private equity funds from KKR, EQT, CVC and Permira and venture stakes in companies like SpaceX, OpenAI, Stripe and Anduril. You make sure that advising on, investing in and living with these portfolios feels like the best of private banking – with the speed and clarity of a digital product.
What you'll do
End-to-End Segment Ownership: Own the private client journey from introduction and first advisory meeting through onboarding, investment and long-term servicing to the next allocation. You define the segment's North Star and KPI tree – net new money, share of wallet, time from advisory to investment, private markets adoption, retention, RM book capacity and cost-to-serve – and develop it further where you see sharper signals.
RM Enablement & Advisory Tooling: Treat Relationship Managers as users, not stakeholders. You build the tools that give them more time for advice and less for administration: a client 360 view, meeting preparation and follow-up, next-best-action signals, pipeline visibility and AI copilots that draft, summarize and document – within the requirements of MiFID II on suitability, cost transparency and record-keeping.
Hybrid Service & Sales Design: Blueprint the service model end-to-end: which moments are digital, which are personal, and which are both. Together with RM and Sales leadership you design seamless handovers, a shared view between client app and RM workspace, and service tiers that scale high-touch quality to more clients without diluting it.
Complex Offerings, Made Simple: Make sophisticated products understandable and executable: private markets with capital calls, distributions and J-curves, and the underlying funds and companies, from Cinven and Advent to Mistral and Databricks, as well as bespoke mandates, company and holding accounts, family structures and consolidated reporting across portfolios. You work closely with the Investment team, Compliance and Operations so every journey is compliant by design.
Discovery, Data & Experimentation: Join advisory meetings, shadow RMs and run continuous discovery with clients for whom every interaction matters. You combine qualitative depth with rigorous measurement in a small-n, high-value segment, define tracking schemas for client and RM journeys, and use AI-assisted prototyping to converge on solutions in few iteration cycles.
Thought Leadership with Hands-on Mentality: Act as Product Manager and Product Owner for a cross-functional team of Engineering, Design and Product Ops. You drive adoption of what you ship inside the RM organization, prioritize transparently by impact and effort – which also means saying no – and grow into the thought leader for hybrid wealth management at LIQID.
What you bring
Background: 7+ years in Product Management, ideally in wealth management, private banking, FinTech or another trust-driven, advice-led domain. Experience building for internal expert users such as advisors, sales or service teams alongside end clients is a strong plus.
Service Design & Hybrid Thinking: You think in service models, not just screens. You have designed journeys that span people, processes and software, and you know how to drive adoption and behavior change inside an organization, not only ship features to it.
Domain Depth & Regulatory Fluency: Solid understanding of investing and wealth management (capital markets, private markets, portfolio construction), and the ambition to build regulatory fluency in a supervised environment (MiFID II, BaFin). Experience with private market products or advisory processes is a strong plus.
Analytical & Technical Fluency: You define metrics before you build and attribute impact credibly, even with small samples. You are comfortable with CRM and workflow integrations, discussing architecture and API trade-offs with engineers, and using AI tooling to prototype and to build AI-assisted workflows.
Communication & Language: Fluent in German and English, with the presence to earn credibility with experienced Relationship Managers and with clients who expect the highest standard – and to represent your roadmap toward leadership.
Drive & Motivation: Comfortable in fast-paced, high-ownership scale-up environments. You want to own outcomes, not backlogs, and you are excited to define what a premium hybrid private client experience looks like in an AI-native product organization.
What we offer
Diversity: Flat hierarchies and cultural openness make you an integral part of our diverse team of international talents from day one.
Flexibility: We don’t complicate your life. You’ll find the right balance with flexible work models, working hours, and remote work options. 28 days of vacation and two additional days off on December 24 and 31 ensure you have ample time to unwind.
Appreciation: You’ll help shape the future of digital wealth management with us in an innovative, multi-award-winning company on a growth trajectory, with high market relevance and plenty of space for your ideas.
Development: We support your personal and professional growth with an annual development budget up to €1,500. Additionally, at the start of your tenure at LIQID, you’ll receive high-quality equipment, including a MacBook, headphones, and a display.
Smart Money: As a LIQIDian, you'll enjoy attractive terms for our investment strategies, a monthly lunch allowance, and exclusive discounts with various providers.
Well-being: Regional organic products keep you fit in the office, and our health initiatives or Health Assistance Program go far beyond that.
What happens next
An excellent candidate, experience and transparency are our top priorities in the interview process. The different stages help us understand how a potential collaboration could look.
Initial Call with our Talent Partner: A casual introduction and discussion to align your expectations with the role.
Video Call with Head of Product: You will learn more about the performance expectations and specific role requirements from our leadership team.
Take-home Assessment with live Presentation round: A take home task, followed by a 90-minute live session with two team members.
In-Person Meeting: You will meet some team members onsite, tour our office and sit down with our Head of Product to discuss final alignments.
About us
We are LIQID, 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 €4 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.
LIQID is an equal opportunity employer. All qualified applicants will be considered for employment without regard to race, age, religion, gender, ethnicity, national origin, disability, or any other characteristic protected by equal opportunity laws.