Propositions Manager

FNZ Group; City of Edinburgh; On-site; GBP 60,000 - 80,000; Full time

Job summary

FNZ Group is seeking a Propositions Manager in Edinburgh to define and implement propositional strategies for customer engagement. This role requires a wealth management background and involves market analysis, strategy development, and collaboration with sales teams to secure commitment and enhance market share, ensuring FNZ's leadership in the industry.

Qualifications

• Extensive experience in wealth management and related markets.
• Expertise in FNZ propositions and regional market channels.
• Experience working in a regulatory environment.

Responsibilities

• Define and lead propositional strategy across market channels.
• Engage with customers to demonstrate products and secure commitments.
• Conduct market research on key trends.

Skills

Analytical skills

Commercial awareness

Organizational skills

Communication skills

Education

Degree qualification (2:1 or above)

Job 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 several areas:

• Defining the overall propositional strategy for the region or responsible area and leading its delivery.
• Providing propositional guidance to customers and developing ongoing proposition roadmaps.
• Identifying future FNZ roadmap items aligned with customer needs and market trends.
• Sharing market competitor analysis and using market knowledge to guide FNZ and customers.
• Increasing FNZ market share by collaborating with sales and strategic teams to develop future sales strategies.

Specific Role Responsibilities

• Define propositional strategy across all market channels, obtaining regional approval.
• Assess customer needs, market trends, competitors, and environmental factors.
• Engage with customers to demonstrate products and secure commitments.
• Support sales processes, including RFP responses and scoping new opportunities.
• Develop future sales strategies and identify revenue opportunities.
• Deliver the FNZ propositional roadmap to maintain market leadership.
• Collaborate with customers to shape their future propositions and strategies.
• Conduct market research on key trends.
• Promote adoption of existing solutions to improve delivery efficiency.
• Maintain professional knowledge through workshops, publications, and networking.
• Provide management with forecasts, reports, and analysis.
• Support FNZ teams with knowledge and training on propositional and product areas.
• Ensure expertise in FNZ propositions, products, and market channels within the region.

Experience Required

• Extensive experience in wealth management and related markets.
• Expertise in FNZ propositions, products, and regional market channels.
• Experience working in a regulatory environment.
• Background in financial services or wealth market delivery/consulting.
• Degree qualification (2:1 or above) or equivalent.
• Proven environment of continuous improvement and capability development.
• Experience in finance, IT, or project management is desirable.
• Confident, initiative-taking, client- and delivery-focused.
• Independent and self-directed working style.
• Strong analytical skills.
• Commercial awareness.
• Excellent organizational and communication skills.