Client Lifecycle Process Manager bei Lombardodier

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
 

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
 

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Client Lifecycle Process Manager

As a Client Lifecycle Process Manager at Lombard Odier, you will play a pivotal role in shaping and optimizing the end-to-end client experience — across both digital and in-person channels. This role emphasizes designing seamless front-to-back processes that support the client lifecycle through a variety of tools, including digital platforms, and operational workflows. You will collaborate closely with cross-functional teams to define the desired client experience and ensure that business and operational processes are aligned to deliver it effectively.

YOUR ROLE

• Conduct comprehensive analysis of existing client lifecycle processes, tasks, and supporting tools — whether digital or manual — to design and maintain efficient, client-centric workflows.
• Collaborate with stakeholders across business units to define and document business requirements that support the desired client experience, both in-person and digitally.
• Translate business needs into clear process designs, ensuring regulatory requirements are embedded and operational feasibility is maintained.
• Partner with IT and business teams to ensure that supporting tools are effectively supporting the client lifecycle.
• Assess the impact of changes on client lifecycle processes and ensure alignment with the overall client experience strategy.
• Monitor and evaluate the performance of client lifecycle tools and processes, identifying opportunities for improvement and working with experts to implement solutions.
• Provide training and support to front-office and operational teams to ensure consistent delivery of the defined client experience

YOUR PROFILE

• Master degree in Finance, Information Systems, or a related field. Combined expertise is a strong plus.
• Proven experience as a Business Analyst, Systems Analyst, Fintech presales specifically with CRM, in the financial services or technology sectors.
• Strong understanding of client lifecycle processes with an understanding of local (if possible European as well) regulation and requirements.
• Familiarity with CLM platforms (e.g., SalesForce, Dynamics, other…) and their integration with other bank systems.
• Strong technical aptitude, with the ability to communicate effectively between business and IT teams.
• Proficiency in business analysis methodologies and tools allowing to design exhaustive and seamless processes
• Excellent problem-solving skills and the ability to analyze complex data to recommend actionable solutions while evaluating impacts
• Outstanding communication and interpersonal skills, with the ability to work collaboratively with senior business stakeholders and technical teams.

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.