Proposition Manager

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


London Area, United Kingdom Orla Rose Associates Full time

Propositions Manager - Private Clients


The role of the Propositions Manager is to maintain responsibility and oversight of all products and services to ensure that they are compliant with current regulation and able to meet the businesses strategic objectives.


Product Governance

  • Consider proposal for new services and change requests to existing services.
  • Responsible for all product governance, ensuring they meet regulatory, legal and compliance requirements.
  • Carrying out Product reviews in line with Consumer Duty Principles.
  • Conducting and overseeing the annual OCF review.
  • Maintaining ownership of the client lifecycle for all propositions and making enhancements to ensure that it is optimal for all clients.
  • Manage all requests to change, remove or introduce a new product or service. Reviewing all requests to ensure that they meet the business’s strategic objectives, are in the best interest of clients and delivers good outcomes for clients.


Consumer Duty MI

  • Define the MI requirements that would enable the business to better evidence how we are delivering good outcomes for clients.
  • Conduct gap analysis between existing MI suite and the desired MI to establish an action plan for how we will deliver this.
  • Work with data teams (e.g. Core Technology, Operations, Investment Management, File Review) to determine whether any changes are required to the current information received.


Skills

  • Five to ten years’ experience in project management, preferably with considerable experience delivering into Investment/Asset/Wealth Management businesses.
  • Product Governance
  • Consumer duty MI
  • MI requirements
  • Experience working with private clients
  • Wealth Management experience


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