Propositions Manager

FNZ Group; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading company in wealth management is looking for a Propositions Manager. This key role involves defining propositional strategy, engaging with clients, and enhancing market share through collaboration with sales teams. Successful candidates will ideally have experience in financial services and a strong educational background, aiming to drive continuous improvement within the firm.

Qualifications

• Extensive experience in wealth management and related markets.
• Deep knowledge of FNZ propositions, products, and regional market channels.
• Confidence and initiative in client-focused settings.

Responsibilities

• Define the overall propositional strategy and obtain board approval.
• Engage with customers to demonstrate new products and secure commitments.
• Support the delivery of the propositional roadmap.

Skills

Analytical skills

Communication

Interpersonal skills

Commercial awareness

Organizational skills

Education

Degree qualification with a 2:1 or higher

Job description

The Propositions Manager within FNZ is a key role that helps 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 roadmaps.
• Identifying future FNZ roadmap items in line with customer needs and market trends.
• Collating, interpreting, and sharing market competitor analysis, using market knowledge to guide FNZ internally and our customers.
• Increasing FNZ market share by working closely with 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.
• Assess customer needs and desires by evaluating their current propositions, market trends, competitors, and environmental factors.
• Engage with FNZ customers to demonstrate new products and secure commitments for upcoming releases.
• Support the sales process by collaborating on new opportunities, RFP responses, and propositional scoping.
• Work with sales and strategic teams to develop future sales strategies and identify new revenue opportunities.
• Support the delivery of the propositional roadmap, ensuring the introduction of new products that keep FNZ market-leading.
• Collaborate with customers to shape their future propositions and strategic roadmaps.
• Conduct market research to identify key trends.
• Enhance delivery efficiency by promoting adoption of existing solutions that meet business needs.
• Maintain professional knowledge through workshops, publications, networks, and societies.
• Prepare forecasts, reports, and analysis to inform management decisions.
• Contribute to the training and knowledge sharing within the FNZ solution consulting and analyst teams.
• Ensure expertise in FNZ propositions, products, and market channels, keeping knowledge current.

Experience Required

• Extensive experience in wealth management and related markets.
• Deep knowledge of FNZ propositions, products, and regional market channels.
• Experience working within a regulatory environment relevant to the region.
• Background in delivery or consulting within financial services or wealth markets.
• Degree qualification with a 2:1 or higher, or equivalent.
• Proven ability to foster continuous improvement and capability development.
• Experience in finance, IT, or project management is desirable but not essential.
• Confidence and initiative in client and delivery-focused settings.
• Independent, self-directed, and results-oriented working style.
• Strong analytical skills and commercial awareness.
• Excellent organizational, communication, and interpersonal skills.