Strategy Manager - Advice

M&G; Stirling; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a talented Strategy Manager to lead strategic initiatives within the financial advice sector. This role involves collaborating with cross-functional teams to develop and manage strategies for advice policy, products, and processes. The successful candidate will utilize their strong analytical skills and financial product knowledge to monitor market trends and provide strategic guidance to senior management. Join a diverse and inclusive workplace that values exceptional talent and offers flexible working arrangements, ensuring you have the tools to succeed in your role.

Qualifications

• Proven experience in a strategic role within the financial advice industry.
• Strong understanding of financial products and regulatory requirements.

Responsibilities

• Manage the overall strategy for advice policy, products, and processes.
• Collaborate with various departments to drive strategic projects.

Skills

Strategic Role Experience

Financial Products Knowledge

Regulatory Requirements Understanding

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Collaborative Skills

Tools

Microsoft Office Suite

Job description

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role:

We are seeking a highly motivated and talented Strategy Manager to join our team. The successful candidate will be responsible for managing and organizing the advice policy, products, and process strategy of the business. This role requires close collaboration with the change function, the proposition function, and the wider business to ensure the successful implementation of strategic initiatives.

Key Responsibilities:

• Create, develop and manage the overall strategy for advice policy, products, and processes, producing content and records to document and share progress toward our strategic objectives.
• Work closely with the change function to ensure the planning and resources required for delivery of strategic initiatives over time.
• Work closely with training functions to achieve buy in from users and employees. Design and iterate the key messages to support the training and motivate towards progress.
• Collaborate with the proposition function to align product strategies with business goals.
• Engage with various departments across the business to drive strategic projects and initiatives.
• Monitor and analyse market trends and competitor activities to inform the advice group and formulate future strategy.
• Provide strategic guidance and support to senior management and other stakeholders, including inputting into publications, feedback and regulatory outreach.
• Prepare and present strategic plans, reports, and updates to senior management to the highest possible standard, for onward communication to senior management fora.

Deliverables:

• Establish and maintain a Strategy & Transformation playbook of position and explanatory materials that iterates as our knowledge and projects evolve.
• Ownership of a mechanism to monitor and demonstrate progress towards the agreed business goals.
• Lead input and creation for Board and EXCO written materials.
• Contribute healthy challenge and thought leadership to drive innovation across our business.
• Communicate to the advisers and the advice teams our plan, our rationale and how we will win. Be an advocate for our strategic leadership.

Key requirements, skills & experience:

• Proven experience in a strategic role within the financial advice industry.
• Strong understanding of financial products, advice policies, and regulatory requirements.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to work collaboratively with cross-functional teams.
• Proficiency in Microsoft Office Suite and other relevant software.

Work Level: Manager Expert

Recruiter: Phoebe Ewers

Closing Date: 21st March 2025

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job will be offered an interview if they 'opt in' to the scheme when applying.

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: [e-mail]