Proposition and Solution Consultant

2 weeks ago

London, Greater London, United Kingdom SS&C Technologies Full time

Proposition and Solution Consultant – Wealth (Investment Managed)

Company Overview

SS&C is a leading global provider of mission-critical, cloud based software and solutions for the financial and healthcare industries. Names to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service. SS&C powers one of the largest financial and healthcare firms in the world.

Department Overview

The role is within the Solution Consulting and Product team which is a function that sits within the SS&C Global Investor and Distribution Services (GIDS) group whom are responsible for driving forward proposition initiatives to deliver innovative market leading Products and services to the Global Financial Industry.

Position Overview

The candidate will be expected to support the defining and driving forward of the propositional offering(s) for Investment Managed Wealth which will require working closely with internal and external stakeholders, including and not limited to product owners, change management and delivery.

Candidate is expected to bring a solid domain knowledge of the wealth management functional processes and industry knowledge to the role and to use this in a consultancy nature to aid internal and external stakeholders.

The candidate will also be expected to support new sales opportunities through understanding prospect client requirements and objective and identifying propositions that meet them.

You will report into the Proposition and solution consultant lead.

Responsibilities

To keep domain knowledge up to date across:

  • management end to end functions.
  • products
  • change
  • trends
  • competitors and associated products

To support Wealth Proposition(s) leads in:

  • Innovating in identifying and defining new wealth propositions for new or existing markets.
  • Working with and driving forward wealth proposition offerings with internal and external product owners / stakeholders
  • Documenting wealth proposition offerings
  • Being aware of change and road maps of products and applying influence with product owners as applicable to ensure alignment to wealth propositions.
  • Keeping up to date with product releases and ensuring propositional documents are updated as required.
  • design authority when applicable
  • work with other Wealth Leads to ensure synergies and efficiencies in Wealth propositions as a whole.
  • consultancy to internal stakeholders as required

To provide pre sales support covering:

  • on identifying customer needs and proposing relevant propositions to meet these needs.
  • / leading customer demos
  • the completion of RFIs and RFPs
  • propositional relevant documentation
  • / driving scope and lower-level discovery activities
  • Sales initiatives

Others

Build collaborative relationships with internal and external stakeholders / product owners and consultants

Regulatory core requirements:

To exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.

To uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation.

To comply with the regulatory regimes in which SS&C operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.

Quality core requirements

All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:

To be quality driven, aiming for 100% accuracy and timeliness of delivery.

To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the customer (internal and external).

To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.

To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.

To communicate and promote the values which reinforce and support a consistent quality culture.

Experience, Skills & Qualifications

  • of Wealth market place
  • to end wealth functional knowledge covering - Onboarding / Offboarding, Money in / out, Transfers In/Out, Portfolio Management, Order Management, Trading and settlement, Corporate actions, Dividends, Capital Gain Tax, Regulatory Reporting and client communications
  • product knowledge; General investment accounts, ISAs, JISAs, LISAs, On/Off shore bonds, Pension products
  • in both Software and BPO propositions in Wealth

Experience in a client facing role

Proven analytical skills

Previous roles in Business Analysis or Business Architecture or Solution consultancy within Wealth Industry

Strong and proven interpersonal skills

Excellent verbal and written communication skills

Good influencer and negotiator

Proven champion of change

Self-motivated

Ability to lead and take ownership to ensure a high quality deliverable

Working experience of Analysis and Design methodology

Experience of working in Agile methodology

Location – UK (Hybrid; commutable to London)

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