Nicholas Insall
$130/hr
0 - 1 Product Manager with solid industry experience underpinned by military discipline.
NICHOLAS INSALL
Surrey, CR6 9LD, UK | - |-
SUMMARY
EXPERIENCE
A dynamic, self-motivated and
assiduous individual,
recognised for methodical and
structured, yet lateral, thinking
and exceptional
communication skills. An
accomplished leader, offering
strong experience gained from
work within small scale
start-ups to disruptive
technology innovations by
high-growth unicorns and
global financial institutions.
Founder & Director, Insall Consulting Ltd 03/2019 - Current
● Launched own consulting company to seek out cutting edge, innovative and
meaningful projects, focussed on small local businesses.
● Recent projects include brochure sites, pub websites, author websites and
design and implementation of AI Agent solutions using ChatGPT through
OpenAI API built on a Bubble.io platform.
● Defined the product strategy for a new pre-seed start-up in the digital wallet
market. In doing so, identified a value proposition of family orientated finance.
● Provided consultancy for bid prep for UK MOD invitations to tender (ITT).
● Defined and built app to support executors through probate process. Zero to
one product management of full product life cycle, defining everything from
product market fit to product design, build and rapid MVP launch.
SKILLS
Product management
Value proposition
discovery.
Roadmap strategy ownership
and definition.
End to end, 0-1 product
delivery.
Project management
Agile (Scrum / Kanban) and
Waterfall.
Business analysis
Business Needs Analysis
Gathering Business
Requirements.
Soft skills
Work ethic
Stakeholder management
Crisis management
Strong communication
Critical thinking
Leadership and management
Senior Product Manager, CAIS 04/2022 - 12/2024
● Defined Product Vision & designed Roadmap for analysis and delivery of new
Post-Trade reporting process, incorporating data ingestion from Fund
Administrators, automatic data quality check rules with an exception
management workflow process, and downstream reporting.
● Led Product Management of new Portfolio Construction Tool, including 3rd
Party Vendor assessments, as part of 'Build, Buy or Partner' decision process.
Next, led requirements prioritisation, once decision made to build in-house.
● Placed as Lead Product Manager for Partner APIs across CAIS.
● Streamlined operational processes within designated products, enhancing
team efficiency and productivity.
● Aided in alignment of product development with market needs by facilitating
collaboration between product management, engineering, design and
marketing teams.
Infantry Officer, British Army 01/2006 – Current
● Major - Army Reserves – In command of Army Reserve infantry units.
● Captain - Responsible for management & training of 166 soldiers.
● Lieutenant - Operational tours of Iraq and Afghanistan.
Business Analyst, Charles Stanley 08/2020 - 04/ 2022
● Designed and implemented Client Risk Assessment for use on 40,000+ clients,
making the organisation better protected against Financial Crime and Money
Laundering (AML).
● Lead the analysis and MVP implementation for a new simplified advice service.
● Lead the planning and analysis for a new KYC process across 10,000 clients
annually.
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EDUCATION
Leadership Training
Thayer Leadership Course 04/2024
Product Management
Training
Product Management uplift
training, Adaptavis - 02/2024
Project Management
Scrum: Advanced Project
Management Institute 01/2019
Project Management
Prince2 & ITIL - 01/2014
Leadership Training
Royal Military Academy
Sandhurst - 01/2006
BEng: Mechanical
Engineering,
University of Manchester 01/2004
HOBBIES & INTERESTS
I enjoy spending time with my
family, sailing, and renovating
our 30ft sailboat. I run most
days and have set up running
clubs at previous roles to
promote team fitness. I have
raised money for several
charities through competing in
marathons including London,
Manchester and Edinburgh.
Project Officer, Ministry of Defence 01/2020 – 08/ 2020
● Conducted analysis of and PMO support to a new training, planning and
decision support tool using SpatialOS from Improbable.io to assess suitability
for future implementation.
● Represented the Ministry of Defence at Cabinet Office working groups to assess
potential of using the same technology to support the Covid-19 response.
Product Owner, UBS Wealth Management 06/2015 – 06/2019
● Director, UBS Wealth Management, June 2017 – June 2019.
● Consultant, FDM Group, UBS Wealth Management, June 2015 – June 2017.
● Analysed existing Target Operating Model for UBS Wealth Management and
implemented changes to facilitate new SmartWealth business.
● Led team of business analysts to identify product requirements and create
User Stories and Epics with clear acceptance criteria and ‘definition of done'.
● Enabled SmartWealth Product and Development teams to use Agile Scrum
within a waterfall organisation.
● Responsible for prioritising the backlog to ensure alignment with the business
objectives, product vision and roadmap.
● Worked closely with development teams to determine best implementation
methods and execution schedule that maximised business value.
● Increased client conversion rates by 10X through optimising onboarding
journey.
● Led analysis and implementation of online identity verification and Automated
KYC, critical to making SmartWealth a scalable business model.
● Authored automated investment suitability assessment algorithm and
presented the technology to the Financial Conduct Authority (FCA).
● The FCA found the approach to be compliant with COBS 9 and acceptable.
● The FCA used our approach as example of best practice for other firms
implementing digital advice.
Founder – Makertribe (Maker Tribe) Ltd. 10/2013 – 06/2015
● 3D printing service utilising spare capacity of desktop 3D printers and provided
consultancy, demonstrations and education in 3D design.
● Gained recognition and appreciation of how technology can disrupt industry
and improve lives.
● Success achieved in establishing multiple revenue streams through the 3D
print service, consultancy and education.
Surrey, CR6 9LD, UK | - |-
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