Olivia Lundqvist

Head of Product & Engagement at Fundrella

Greater Stockholm Metropolitan Area

About

Experience

  • Fundrella (Stockholm, Stockholm County, Sweden)
    • Head of Product & Engagement
      Aug 2025 - Present · 11 mos

      Lead our product strategy and engagement efforts - bridging the gap between internal teams and external stakeholders to ensure our products deliver real, lasting value. By combining product leadership with a focus on customer relationships, I help shape Fundrella’s roadmap, drive innovation, and foster strong partnerships that support growth and retention.

    • Client Relationship Manager
      Oct 2023 - Oct 2025 · 2 yrs 1 mo

      Responsible for managing strategic relationships with leading global asset managers representing over €22 Trillion in AUM. Ensuring strong engagement, maximizing platform adoption, and ensuring long-term client success.

    • Sales Manager
      Sep 2022 - Oct 2023 · 1 yr 2 mos

      Lead sales efforts towards global asset managers, helping them connect with institutional investors and fund selection gatekeepers to drive AUM growth. Fundrella enables managers to align with investors’ ESG policies, while providing granular data and analytics that support client retention, product development, and strategic decision-making. I focus on building strong, value-driven relationships and positioning Fundrella as a key partner in a more transparent, data-led fund selection process.

  • Söderberg & Partners (3 yrs 1 mo)
    • Sales Manager
      Jan 2022 - Sep 2022 · 9 mos

      Lead 20 sales teams with a clear focus on exceeding performance targets and delivering consistent, sustainable growth. Strategic planning initiatives and provide hands-on support to refine sales tactics and optimize team execution. Member of Söderberg & Partners' Sales Management Group, dedicated to designing and implementing innovative sales initiatives that promote growth, efficiency, and continuous development across all Life & Pension Advisors.

    • Business Coach
      Sep 2019 - Mar 2022 · 2 yrs 7 mos

      Empowering leaders of Financial Advisors to drive measurable growth by aligning vision with execution. I partner with leadership to clarify strategic goals, optimize growth strategies, and elevate team performance. Through targeted coaching, I help teams achieve business objectives while fostering personal and professional development.

  • Business Support at United Securities - Sverige
    Jun 2017 - Sep 2019 · 2 yrs 4 mos

    Supported core business operations by ensuring all Financial Advisors’ recommendations adhered to regulatory requirements and internal policies. Conducted thorough reviews of advisory practices to proactively mitigate risk, uphold standards, and maintain full compliance across all client interactions.

  • Account Services at Carnegie Investment Bank
    May 2014 - Jun 2017 · 3 yrs 2 mos

    Managed the end-to-end process of opening custody accounts for private banking clients, working closely with advisors to ensure complete and accurate client documentation in line with KYC and regulatory standards. Oversaw contract management, ensuring all agreements were reviewed and updated in accordance with internal directives and external regulations, through close collaboration with legal and compliance teams.

  • Office Manager at Nordnet Bank AB
    Apr 2013 - Apr 2014 · 1 yr 1 mo

    Supported daily operations in a fast-paced trading environment, ensuring smooth and efficient office workflows. Balanced responsibilities alongside studies.