Wealth Platform Strategy Lead — Hybrid

Morningstar; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Greater London is seeking a Wealth Proposition Manager to develop and enhance their wealth platform proposition. You will support investment solutions, optimize the offering through market insights, and ensure regulatory compliance. The right candidate will have expertise in wealth management and experience with investment products. This hybrid role emphasizes collaboration and offers various benefits to adapt to changing needs.

Benefits

Flexible hybrid work environment

Collaboration tools and resources

Comprehensive benefits package

Qualifications

• Proven experience in wealth management or financial services.
• Strong understanding of investment products and regulatory frameworks.
• Demonstrated ability in data-driven decision-making.

Responsibilities

• Develop and manage the wealth platform proposition.
• Conduct competitor benchmarking and market analysis.
• Ensure compliance with regulatory requirements.

Skills

Wealth management experience

Understanding of platform operations

Competitor analysis

Governance and risk management

Analytical mindset

Communication skills

Job description

A leading financial services provider in Greater London is seeking a Wealth Proposition Manager to develop and enhance their wealth platform proposition. You will support investment solutions, optimize the offering through market insights, and ensure regulatory compliance. The right candidate will have expertise in wealth management and experience with investment products. This hybrid role emphasizes collaboration and offers various benefits to adapt to changing needs.