Propositions Manager

FNZ; City of Edinburgh; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player seeks a Propositions Manager to lead the development of strategic propositions for clients in the wealth management sector. This pivotal role involves defining strategies, engaging with customers, and conducting market analysis to enhance FNZ's market presence. The successful candidate will have extensive experience in wealth management, strong analytical skills, and a proven track record in sales strategy development. Join a forward-thinking company that empowers millions to invest in their future by leveraging cutting-edge technology and a comprehensive wealth management platform.

Qualifications

• Extensive experience in wealth management and understanding of market operations.
• Degree qualified with a focus on continuous improvement and capability development.

Responsibilities

• Define propositional strategy and engage with customers to meet their needs.
• Conduct market research to identify trends and support sales strategies.

Skills

Wealth Management

Market Analysis

Sales Strategy Development

Regulatory Knowledge

Analytical Thinking

Communication Skills

Project Management

Education

Degree qualified 2:1 or above

Tools

Market Research Tools

Sales Forecasting Tools

Job description

Role Description

The Propositions Manager within FNZ is a key role that helps to define the propositional strategy for our customers; providing leadership and expertise in the following areas:

• Defining the overall propositional strategy for the region or area they are responsible for and being the accountable leader for the delivery of this strategy.

• Providing propositional assistance & guidance to our customers, working alongside customers to develop ongoing proposition roadmap.

• Identifying future FNZ roadmap items in line with customer needs and market trends.

• Collating, interpreting and sharing market competitor analysis. Using market knowledge to provide guidance to FNZ internally and our customers.

• Increasing FNZ market share by working closely with the FNZ sales and strategic relationship teams to develop future sales strategies for new and existing customers.

Specific Role Responsibilities

• Define the overall propositional strategy across all market channels of the region or area of responsibility, obtaining regional CEO and board approval.

• Determine customers' needs and desires by assessing their current proposition, market trends, competitors, micro and macro environment.

• Engage with FNZ customers to actively demonstrate new products and secure commitment to deliver these within upcoming releases.

• Support the new sales process by working with the sales team on new opportunities, RFP responses and propositional scoping of new customers.

• Increase FNZ market share by working with the sales and strategic relationship teams to develop future sales strategies and also to help identify new revenue opportunities.

• Support the delivery of the FNZ propositional roadmap of new product initiatives to ensure our customers remain market leading and continue to grow.

• Work closely with FNZ’s customers to help them shape their future proposition and their strategic roadmaps.

• Conduct market research to identify key market trends.

• Improve delivery efficiency by getting customers to adopt core solutions already in place that solve their business need.

• Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

• Provide information for management by preparing short-term and long-term sales forecasts and special reports and analysis, answering questions and requests.

• Support the wider FNZ solution consulting and analyst teams by providing knowledge and training on key propositional and product areas.

• Be an expert in the FNZ proposition, products and all relevant market channels within region, ensuring that knowledge remains current to support FNZ delivery and our customers within region or area of responsibility.

Experience Required

• Extensive experience in wealth management and the markets in which FNZ and our customers operate.

• Expert in the FNZ proposition, products and all relevant market channels within region.

• Experience of working in a regulatory environment and an understanding of the regional regulatory market that applies.

• Experience in a delivery/consulting environment in the financial services/wealth market.

• Degree qualified 2:1 or above or equivalent.

• Be able to evidence establishing an environment of continuous improvement and capability development.

• Experience in Finance, IT or project management desirable but not essential.

• Confident, and able to take initiative given client– and delivery-focused environment.

• Independent, self-directing and delivery focused working style.

• Superior analytical thinking.

• Commercially aware and focused.

• Intermediate computer skills essential.

• Excellent organisational, administration and time management skills.

• Excellent team communication skills, confident in dealing with internal and external clients.

• Highly developed written and oral communication skills.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.