Client Reporting Product Lead
On-siteGenève, Geneva, Switzerland
Job Summary
Conduct market research to analyze profitability, market size, and positioning for new client reporting products, identifying opportunities for diversification. Develop concepts and specifications defining features, functionalities, and revenue models while evaluating technical feasibility, legal compliance, and potential risks. Manage comprehensive launch plans and technical deployments, including rollout timelines, marketing strategies, and training initiatives. Monitor key metrics such as adoption rates, usage patterns, and revenue generation to assess performance against strategic objectives. Define the end-to-end Client Reporting strategy across static, periodic, and digital channels, establishing a multi-year roadmap that balances business priorities with regulatory requirements. Partner with Compliance, Legal, Risk, and Technology functions to ensure solutions meet conduct and risk obligations across relevant jurisdictions. Coach product managers and specialists to build organizational capability while acting as a principal contact for senior stakeholders.
Required Qualifications
- Strong product leadership with technology, data and programme delivery expertise
- Ability to operate effectively within a complex international matrix organisation
- Ability to influence senior stakeholders across business and technology functions
- Extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives
- Broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge
- Insight into external market developments / initiatives
- Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations
- Ability to exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area
- Ability to negotiate with and influence stakeholders at a senior level both internally and externally
- Act as a recognised subject matter expert for Client Reporting within the organisation
- Ability to coach and develop less experienced product managers and specialists
- Ability to build strong relationships across business and technology functions to drive alignment and effective decision making
- Ability to ensure reporting solutions comply with legal, regulatory, conduct and risk requirements across relevant jurisdictions
- Ability to partner closely with Compliance, Legal, Risk and Control functions to ensure regulatory obligations are understood and reflected within the product roadmap
- Ability to foster a strong culture of governance and control, ensuring appropriate processes and oversight mechanisms are maintained
- Ability to escalate risks, issues and breaches of policy appropriately and in a timely manner
- Ability to provide expert advice and thought leadership to senior management and executive stakeholders
- Ability to establish and communicate a compelling product vision that aligns client needs, commercial objectives, regulatory obligations and enterprise technology strategies
- Ability to develop and maintain a multi-year strategic roadmap that balances business priorities, regulatory requirements, technical dependencies and client value
- Ability to drive deep understanding of client, colleague and business needs through research, data insights and stakeholder engagement
- Ability to champion human-centred design principles to create intuitive, engaging and accessible reporting experiences
- Ability to define and monitor product OKRs and performance measures, ensuring strategic objectives are translated into measurable outcomes
- Ability to work as a product leader in an integrated cross functional agile organisation to successfully deliver strategic capabilities
- Ability to translate complex business requirements into clear product outcomes and delivery objectives
- Ability to ensure reporting capabilities are aligned with broader enterprise digital, data and technology strategies
- Ability to leverage emerging technologies, including AI and GenAI, where appropriate, to improve reporting production, personalisation, insight generation and client self-service experiences
Desired Qualifications
- Experience in defining and delivering the strategic vision for Client Reporting across Private Banking and Wealth Management
- Experience owning the evolution of reporting capabilities spanning quarterly and periodic client reporting, regulatory reporting obligations, digital reporting, self-service insights and future data-driven client experiences
- Experience working within a large-scale international transformation programme
- Experience partnering across Business, Technology, Operations, Data, Risk and Compliance functions to deliver market-leading reporting experiences that improve client engagement, colleague effectiveness and regulatory outcomes
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