Job description

  • Location:
    London - 30 Gresham Street
  • Employee Type:
  • Department:
    IWI Projects Team
  • Division:
    IWI Technology
  • Employment Type:
    Full time
  • Salary:

Product Owner – xPlan (5166)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Role: Product Owner – xPlan

Location: London

Team Description

Investec Wealth & Investment is looking for a XPLAN Product Owner that will become an integral part of the business change team delivery strategic business change projects.

You will shape the Investec Wealth & Investment XPLAN landscape, own the roadmap and contribute to the wider platform roadmap. Additionally, you will be responsible for analysing & prioritising Business As Usual operations. You need to have excellent communication skills, stakeholder management skills and should be able to build relationships and maintain effective working relations with multi-disciplinary teams. 

Description of role and key responsibilities

Ownership of product from a BAU perspective:

  • Initial design and implementation of all BAU activities and transition from programme delivery into support
  • Management of the release cycle, agreement on frequency, management of delivery, and testing, communication of release notes and impact assessment of release implementation
  • Management of defect triage and resolution. Communicate with Iress (vendor) to ensure items are addressed as part of the regular release process (linked to release delivery for implementation)

Management of internal change activities:

  • Ongoing template configuration
  • Ongoing workflow configuration
  • Ongoing field configuration, e.g. mandatory fields (where applicable)
  • Integration with Investec estate and lifecycle coordination
  • Management of XPLAN Change board
  • Responsible for organising and managing vendor reviews
  • Vendor relationship
  • Business requirements/stakeholder management and expectations
  • Analysis of current processes and management of gaps
  • Management of key stakeholders/practitioners
  • Design Authority
  • Running workstreams and advising on product direction
  • Advising and testing of configuration
  • Advising on strategic direction of programme
  • Managing end to end planning of workstreams
  • Managing UAT cycles for targeted scope
  • Managing/assisting training

Core skills and knowledge

  • Extensive experience as a hands-on, Product Owner of xPlan
  • Experience with onboarding and managing external vendors
  • Proven track record of user requirement elicitation and analysis
  • Experience working with business teams to prioritise requirements and technical teams to establish complexity of required changes
  • Experience in Agile methodologies and Scrum experience is desirable
  • A background in Financial Services useful, ideally within Wealth Management / Financial Advice / Investment Management


Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Judica Theron

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