Job Description
Banca Generali
(), a Private Bank leader in Italy in financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism, is looking for a
Senior Digital Platform Specialist
for its Milan office.
The
Digital Platform
structure has the objective to design, project and manage digital tools for the network of Financial Advisors, focus on digital tools supporting
Financial Advisors and Wealth Management processes
.
The role involves end-to-end ownership of digital platforms and initiatives, ensuring their evolution, adoption, and performance over time, working closely with internal and external stakeholders.
Gather and define business requirements, translating them into functional specifications
Manage digital projects across the full lifecycle (analysis, development, testing, release)
Coordinate with IT, UX/UI teams, external vendors, and business stakeholders
Oversee testing phases (UAT) and solution validation
Monitor project KPIs and platform performance
Identify improvements and optimization opportunities for digital processes
Contribute to the definition of the digital roadmap
Prepare communication, training, and release support materials
Conduct benchmarking and analysis of market trends in digital innovation
Monitor and drive platform adoption across the Financial Advisor network (usage KPIs, engagement, feedback collection)




Define and execute continuous improvement initiatives based on user feedback and data analysis
Contribute to the evolution of AI-enabled digital services (e.g. virtual assistants, knowledge base).
Requirements
Degree in Economics, Management Engineering, or related fields
3-5 years of experience in digital, business analysis, or project management roles
Proven experience managing complex digital projects
Advanced knowledge of Microsoft Office tools (Excel, PowerPoint)
Familiarity with Agile and/or Waterfall methodologies
Fluent English (written and spoken).
Soft skills
Strong ownership and results-driven mindset
Stakeholder management and coordination skills
Analytical thinking and problem-solving attitude
Proactive approach and innovation mindset
Excellent communication and synthesis skills
Team-oriented, comfortable in cross-functional environments.
Company Profile
Banca Generali
is a leading private bank in Italy, specializing in financial planning and wealth protection through a network of private financial advisors recognized among the best in the industry for their expertise and professionalism.
At Banca Generali, we are strongly committed to diversity and inclusion.
We promote behaviors and initiatives that foster a sense of belonging for everyone, creating an inclusive workplace where individual differences are valued and recognized as a source of strength and innovation.
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📌 Senior Digital Platform Specialist (Bardi)
🏢 Generali Italia
📍 Bardi