Digital Product Manager (IFA Platforms & Advice Technology)

Role Purpose

To own and evolve the end-to-end digital ecosystem supporting a modern IFA business. The role sits at the intersection of advice technology, operations and client experience, with responsibility for connecting core systems —these include IFA back-office platforms, risk-profiling tools, cashflow-forecasting systems, advice engines, AI tooling and client and adviser-facing platforms.

The postholder owns the processes, data flows and user journeys across these systems, ensuring they are efficient, scalable and aligned to regulatory requirements. Working closely with the Chief Operations & Technology Officer, they also help shape and deliver next-generation digital products across compliance, adviser automation and client self-service.

Key Responsibilities

— Product ownership and strategy

• Own the digital product stack across advice, operations and client engagement — internally referred to as “the puzzle”.
• Define and maintain the product roadmap, aligned to business strategy.
• Identify opportunities to improve efficiency, automation and scalability.
• Act as the bridge between business, technology and compliance.

— Process and data ownership

• Map, design and optimise end-to-end advice and servicing workflows.
• Own the data architecture and flow between systems (CRM, back office, risk tools, forecasting, platforms).
• Ensure data integrity, consistency and auditability across the advice journey.
• Reduce duplication and manual intervention across systems.

— Platform and system integration

• Manage integrations between back-office systems, risk profilers, cashflow-modelling tools, investment platforms and AI/advice engines.
• Work with the Chief Operations & Technology Officer (COTO) to design a connected, API-driven ecosystem.
• Evaluate and onboard new technology providers where needed.

— AI and automation

• Drive adoption of AI-enabled advice tools and workflows.
• Identify use cases across adviser productivity (fact-find, suitability, recommendations), compliance automation, and client interaction and servicing.
• Support the development of an AI-powered advice engine.

— Customer product development

• Help create digital products with the Chief Operations & Technology (COTO) focused on compliance tooling (file checking, audit trails, suitability support), adviser automation (workflow automation, recommendations, data capture) and client self-service (portals, onboarding, engagement tools).
• Translate business needs into clear product requirements and user stories.
• Support delivery from concept through to launch.

— Training and adoption

• Own and deliver system training and onboarding across the business.
• Ensure advisers and operations teams fully utilise digital tools.
• Create training materials, guides and best-practice frameworks.
• Drive user adoption and behavioural change.

— Stakeholder management

• Work closely with the COTO (operations, delivery and architecture), compliance teams, and advisers and paraplanners.
• Act as the central point of coordination for digital product initiatives.

Key Outcomes and Success Measures

• A seamless end-to-end advice journey across all systems.
• Reduced manual processes and duplication.
• Increased adviser productivity and efficiency.
• Improved data quality and compliance oversight.
• Successful rollout of AI-driven and client-facing digital products.
• High levels of user adoption and engagement.

Key Skills

— Essential• Experience in IFA / wealth management / financial advice technology.

• Strong understanding of back-office systems, risk-profiling tools, cashflow modelling and investment platforms.
• Proven experience in digital product management or product ownership.
• Experience working with integrated systems and data flows.
• Knowledge of advice processes and regulatory requirements (FCA environment).
• Strong stakeholder management and communication skills.
• Ability to translate complex processes into scalable digital solutions.

— Desirable• Exposure to AI, automation or advice engines (desirable but not essential).

— Core competencies• Product ownership and roadmap thinking; systems and data literacy; process design and optimisation; regulatory awareness; stakeholder management and communication; and the ability to turn complex advice processes into scalable, connected digital solutions.

Renumeration and Reward

The package rewards delivery, technical judgement and the impact of a more connected, efficient and compliant advice ecosystem.

Base salary£60,000 - £70,000 per annum, dependent on experience

Discretionary bonusPerformance-related, linked to delivery milestones and business outcomes

Working patternFull-time, permanent, with hybrid working

Start dateAs soon as possible

Why this role matters

Why us?

At Nine Edge Wealth, we're redefining financial planning. We believe in the human connection, and we believe our innovative use of technology makes every connection stronger. Our mission is to raise the bar for financial advice — combining human excellence with innovative technology to remove bias, cut through complexity and deliver faster advice, so our clients can make confident decisions and turn their dreams into reality.

We use technology to free our advisers to focus on what truly matters: our clients' ambitions, aspirations and lifestyle goals. Everything we do is built on four principles:

• Accessible — clear, jargon-free advice
• Transparent — straightforward fees and open communication
• Innovative — technology enhancing every step
• Trusted — professional, compliant and client-focused

This is a foundational role in building a modern, scalable advice business. You'll directly influence how advice is delivered, how our systems connect and how clients experience financial planning — while we shape the future through AI and automation. If you want your work to genuinely change how an industry operates, this is the place to do it.

About us

Important regulatory information

Nine Edge Wealth Limited is not authorised or regulated by the Financial Conduct Authority (FCA). Regulated financial advice is provided by appointed representatives within the Nine Edge group;

• Nine Edge Wealth Edinburgh Ltd (trading as Nine Edge Wealth) is an Appointed Representative of ValidPath Limited, Authorised and Regulated by the FCA (FRN 197107) · Registered in Scotland, Co. No. SC525344

 

• Nine Edge Wealth Scotland Ltd (trading as Nine Edge Wealth) · Appointed Representative of Best Practice IFA Group Limited, Authorised and Regulated by the FCA (FRN 223112) · Registered in Scotland, Co. No. SC400522