Regulatory Responsibilities | Compliance/T&C

• Demonstrate a strong understanding of the regulatory framework relevant to the role, including effective governance, operational risk management, operational resilience, client outcomes, Outsourced Service Provider oversight and controlled service delivery.
• Ensure service management and oversight activity is delivered in line with all relevant internal and external rules, regulations, policies and procedures, including FCA principles and internal Compliance and Risk requirements.
• Support appropriate governance, oversight and challenge of material Operational Vendors and Third-Party Providers, helping to ensure compliance with internal outsourcing, Outsourced Service Provider management, operational resilience, risk and control requirements.
• Promote a strong risk and control culture across the function, ensuring issues, incidents, breaches, complaint themes, control weaknesses and emerging risks are appropriately identified, escalated, tracked and remediated.

About You | Qualifications, Skills and Strengths

• Proven product management experience delivering complex digital products or services from discovery through build, launch, adoption and continuous improvement.
• Strong experience of digital onboarding, client lifecycle, workflow or colleague facing product delivery. Experience in a regulated service environment is highly desirable.
• A design first mindset, with practical experience of design thinking, service design, journey mapping, user research, prototyping and usability testing.
• Demonstrable ability to champion the voice of the client and colleague, combining qualitative insight with product, operational and behavioural data.
• Working knowledge and practical experience of generative AI, workflow automation or agentic capabilities, including the ability to shape use cases and collaborate with technical specialists to create new workflows.
• Understanding of the controls required for responsible AI enabled change, including human-in-the-loop design, data protection, testing, monitoring, auditability and clear accountability.
• Ability to convert ambiguous business problems into clear product outcomes, hypotheses, requirements, roadmaps, backlogs and measures of success.
• Commercial acumen, with experience of assessing costs, benefits, trade-offs, supplier value and measurable business outcomes.
• Strong analytical judgement and an ability to balance client experience, colleague experience, operational efficiency, technology constraints, risk and regulatory obligations.
• Excellent communication, facilitation and stakeholder management skills, with the confidence to influence and constructively challenge senior leaders and delivery partners.
• Comfort with agile and iterative delivery methods, while applying proportionate governance and disciplined decision-making.
• Experience managing third party suppliers, including outcome setting, delivery oversight and commercial challenge.
• Highly organised, self motivated and accountable, with the ability to prioritise and maintain momentum in a complex, changing environment.
• A collaborative, inclusive style and a commitment to operating with integrity.
• Experience of wealth management, investment management, financial planning or financial advice is advantageous

Company Overview

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.