Propositions Manager

4 weeks ago


United Kingdom J.M. Finn & Co. Ltd Full time

Propositions Manager

Department: IM Management

Employment Type: Full Time

Location: London

Reporting To: COO of Investment Management

Description

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.

Key Responsibilities

Client Service

  • Responsible for the oversight and ongoing management of Client Onboarding and Client Reporting, implementing and revising processes and procedures to optimise the efficiency and effectiveness of both teams.

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, Knowledge and Expertise
  • Preferably educated to Degree level
  • Likely to have at least five to ten years’ experience in project management, preferably with considerable experience delivering into Investment/Asset/Wealth Management businesses.
  • Experienced at creating a light touch, pragmatic project office.
  • Good written and verbal communications skills
  • Excellent stakeholder management skills
  • Computer literate, with excellent MS Excel and PowerPoint skills
  • Demonstrable analytical skills and ability to suggest changes/ solutions and voice opinions
  • Thorough understanding of strategy
  • Ability to work under pressure and prioritise appropriately
  • Professional manner and able to work with staff at all levels and all business areas
#J-18808-Ljbffr
  • Proposition Manager

    7 days ago


    United Kingdom Inventum Group Full time

    A Propositions Manager opportunity at a leading financial services organisation that operates a charitable scheme supporting over 700,000 people across the UK. You'll have The opportunity to develop and launch products that meet real customer needs. The organisation is the collective of several large banks and the government. Their business model and...


  • United Kingdom Skypath Full time

    Our client is a B2B tech company in the retail financing space. Due to expansion, they are seeking their first Proposition Consultant. As a Proposition Consultant, your role will be pivotal in shaping the success of the strategic propositions. This position demands in-depth knowledge of their market, clientele, and the variety of services and technology...


  • United Kingdom Redefined Ltd Full time

    Company Description In this role you will support the Senior New Proposition Manager (Connected Services) on the development and execution of the connected services roadmap items. This role will lead the end-to-end proposition design & delivery working closely with the following areas: Commercial, Finance, Technology, Direct & Indirect Channels, whilst...


  • United Kingdom Fidelity International Full time

    Sustainable Investing Propositional Lead - 7 month FTC page is loaded Sustainable Investing Propositional Lead - 7 month FTC Apply locations Kingswood Fields Office time type Full time posted on Posted Today job requisition id J49754 About the Opportunity Job Type: Fixed Term ContractorContract duration : 5 months.Application Deadline: 25 May 2024...


  • United Kingdom Inventum Group Full time

    A Propositions Manager opportunity at a leading financial services organisation that operates a charitable scheme supporting over 700,000 people across the UK. You'll have The opportunity to develop and launch products that meet real customer needs. The organisation is the collective of several large banks and the government. Their business model and...

  • Manager

    1 month ago


    United Kingdom BCT Resourcing Full time

    On behalf of our client who is a rapidly growing life reinsurer, Oliver James are currently recruiting for a Manager within finance change. Oliver James are looking for a highly motivated individual to join the finance change team to advocate for the business in the change control model for finance. The ideal candidate will have the following attributes; ...

  • Manager in Training

    1 month ago


    United Kingdom BCT Resourcing Full time

    Company leading financial services client is looking for a dynamic Proposition Manager to spear head an upcoming transformation! Strong experience within Proposition Management * Experience within Financial Services #

  • Team Manager

    2 days ago


    United Kingdom Redefined Ltd Full time

    In this role you will support the Senior New Proposition Manager (Connected Services) on the development and execution of the connected services roadmap items. Commercial, Finance, Technology, Direct & Indirect Channels, whilst meeting our key contractual and regulatory obligations. Own your proposition design & execution, ensuring the deployment of the...


  • United Kingdom Jigsaw Financial Full time

    Managing the design and delivery of product initiatives (including launches, amendments & closures). Managing the delivery of an AUM and revenue generating product proposition strategy. Analysis of customer, industry and regulatory activity. Experience required: Experience & knowledge of product and proposition design, of strategy and of client needs...


  • United Kingdom KFS Recruitment Full time

    Job Title - Bridging Business Development Manager Location - South West UK We are seeking a dynamic and results-driven Business Development Manager to join our clients growing team and support the current BDM in the London region. This exciting role involves shadowing the existing BDM, learning the ropes, and actively contributing to the growth of their...


  • United Kingdom KFS Recruitment Full time

    Job Title - Bridging Business Development Manager Location - South West UK Salary - Competitive We are seeking a dynamic and results-driven Business Development Manager to join our clients growing team and support the current BDM in the London region. This exciting role involves shadowing the existing BDM, learning the ropes, and actively contributing to...

  • Marketing Manager

    1 month ago


    United Kingdom Lottoland Limited Full time

    What you will do: Develop and define Lottoland’s brand proposition and positioning to drive the market strategy and deliver sustainable revenue & profit growth. Establish and evolve an effective creative and communications platform to ensure the brand proposition & campaign creative, and promotional plans achieve cut through within the competitive...


  • United Kingdom Randstad Perm Professionals Full time

    Owing to significant growth in the Commercial Property Management sector over the past two years our client is looking for a dynamic hunter to develop drainage solutions for new clients. As the Business Development Manager for Commercial M&E and FM, you will play a pivotal role in driving revenue growth by identifying opportunities, nurturing...


  • United Kingdom Green Recruitment Company Full time

    The Green Recruitment Company are working alongside one of the largest and leading international energy suppliers in their search for a Business Development Manager. The purpose of this role is to develop the Embedded and Renewable Generation business. Interface with TGP’s supply Account Managers, customers, Third Party Intermediaries and sector...


  • United Kingdom Sage City Full time

    Job Description Product Marketing Manager We are looking for a Product Marketing Manager to join the new Central Product Marketing organization as Lead PMM for X3 and XTreeM in France. Sage X3 is a general-purpose ERP designed to meet the needs of manufacturers and distributors in the SME and ETI markets. It is sold in many countries around the world, but...

  • Engagement Manager

    1 month ago


    United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Private Client Director (Remote) Private Client Director (Remote) Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and...


  • United Kingdom Progress Software Corporation Full time

    We are seeking a highly motivated and experienced Inside Account Manager in the UK, with proven success in both new business development and customer retention.  This role will fit into the larger team of the Infrastructure Management (INFRA) business unit within Progress, which is comprised of the following products Chef, WhatsUp Gold, Kemp LoadMaster,...


  • United Kingdom Progress Software Corporation Full time

    We are seeking a highly motivated and experienced Inside Account Manager in the UK, with proven success in both new business development and customer retention.  This role will fit into the larger team of the Infrastructure Management (INFRA) business unit within Progress, which is comprised of the following products Chef, WhatsUp Gold, Kemp LoadMaster,...


  • United Kingdom Intelligent People Full time

    Join a revolutionary business who are redefining the way we interact with the online landscape. In the digital realm, data is everything & this company is advocating for personal control over digital data. Their groundbreaking consumers products allow users to seize back control over their digital activity & data. We’re searching for a Senior Product...

  • Bid Writing Manager

    1 month ago


    United Kingdom Loruspartners Full time

    Job Industries Trade and Services Job Types Permanent We are seeking an experienced Bid Manager to manage the bid process for high value, complex and multi-faceted opportunities from prospect, through qualification and to contract signature. As part of the senior team, management and delivery of first class bid propositions clearly differentiating the...