Senior Product Manager - Client Experience & Engagement (f/m/d)

Liqid Lig

Berlin · Onsite · Full Time

Posted

Job description

Your Role As Senior Product Manager – Client Experience & Engagement (f/m/d) you own everything that happens after a client's first investment. You shape the digital home of our clients across web and native app: portfolio reporting, performance insights, documents, settings and self-services, and you turn it into an experience worthy of a premium wealth manager. Our clients hold portfolios that include private equity funds from KKR, EQT, CVC and Permira and venture stakes in companies like SpaceX, Anthropic, OpenAI, Stripe and Anduril. You design how these investments are experienced, understood and told as a story in the product. Your mandate is twofold: make the day-to-day experience exceptional, and grow the relationship through digital up- and cross-sell of additional portfolios, products and account types. LIQID is hybrid by design, so you build a digital experience in which the personal Relationship Manager is natively woven in rather than bolted on. Clients should never feel a seam between their app and their advisor. What you'll do • End-to-End Client Experience Ownership: Own the active client journey from first investment onward across web and native app. You set the vision for portfolio reporting, portfolio KPIs and performance communication, document management, account settings and self-services, and you raise the quality bar until the digital experience matches the standard of our investment products. That includes the storytelling layer for private markets: making capital calls, distributions, J-curves and the underlying funds and companies, from Cinven and Advent to Mistral and Databricks, tangible and understandable for clients. You define and evolve the North Star and KPI tree for active clients, building on our existing engagement framework (top-ups, additional portfolio and account openings, share of wallet, dashboard engagement, self-service completion) and developing it further where you see sharper signals. • Digital Up- & Cross-Sell: Design and scale the journeys that deepen client relationships: time to first top-up, second portfolio and second product adoption, additional account types (joint, kids), and share-of-wallet growth. You identify natural product sequences through path and cohort analysis, build in-product moments and lifecycle campaigns that convert them, and prove your impact with honest, causal measurement rather than…

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