Products & Propositions Manager, Wealth Management, London, UK Wealth Manager, London - eFinancialCareers
7 days ago
Responsibilities Lead end‐to‐end development of new propositions from concept and business case to launch and ongoing governance. Enhance existing propositions to meet evolving client needs and strengthen competitive advantage. Use data and analytics to evidence good client outcomes and underpin regulatory compliance. Partner with marketing and distribution to deliver clear proposition messaging and effective go‐to‐market plans. Manage third‐party product provider relationships to support proposition development and delivery. Provide timely insights and analysis to stakeholders to inform decisions. Maintain robust governance, documentation and approvals across the proposition lifecycle. Monitor performance and iterate propositions using client feedback and management information. Requirements Product or proposition management experience in wealth management or financial planning. Strong understanding of the wealth management industry and competitive landscape. Demonstrable success delivering client‐centric propositions and innovation. Strong analytical skills; able to structure and solve complex problems using data. Commercial mindset focused on value for clients and the business. Excellent communication and cross‐functional collaboration skills.
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Wealth Development Manager
5 days ago
Slough, Berkshire, United Kingdom The Openwork Partnership Full timeThe opportunity The Wealth Development Manager will support the promotion and adoption of the Omnis, Openwork and 2plan Wealth Proposition. This is a permanent hybrid role, and can be based in either our Swindon or London office, with the requirement to be in the office 2/3 days a week. The benefits: Salary - up to £70,000 Bonus scheme - on target bonus -...
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Technical Consultant Wealth Management
1 week ago
Slough, Berkshire, United Kingdom Ortec Finance Full timeDrive digital transformation in wealth management. Join us as a Technical Consultant to help banks and wealth managers integrate our OPAL financial planning solution for tomorrow's financial landscape. Do you want to support banks and wealth managers to make better investment decisions for their clients and reach their clients' financial goals? Are you...
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Product Manager- Asset Management
3 weeks ago
Slough, Berkshire, United Kingdom KPMG UK Full timeThe Role: Manager Product & Op Taxes, Asset Management, T&L The KPMG financial services tax team is a fast-growing part of the KPMG tax practice. As a result of growth in our business, we have a number of roles across our Financial Services Operational Taxes team, which has a diverse client base spanning the FS sector - providing services to banks,...
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Head of Advice Guidance
5 days ago
Slough, Berkshire, United Kingdom Succession Wealth Full timeField-based aligned to your nearest Succession office location Highly Competitive Salary + Benefits We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...
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Lead CRM Manager
5 days ago
Slough, Berkshire, United Kingdom Chip – your wealth app Full timeWe're looking for a Lead CRM Manager to build and run Chip's in-house CRM studio, a centre of excellence responsible for flawless campaign execution, world-class QA, and the technical optimisation of all growth-related communications in Braze. This is a senior, hands-on leadership role. You'll oversee the end-to-end delivery of our growth communications...
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Manager, Privacy Risk
5 days ago
Slough, Berkshire, United Kingdom RBC Full timeJob Description What is the opportunity? We have an exciting opportunity to join our newly formed Privacy Risk team in Wealth Management – Europe (WME), within Data Governance and support the successful delivery of WME Privacy Risk's programme of work. You will be responsible accountable for managing team members within Privacy Risk. You will provide...
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Slough, Berkshire, United Kingdom JJ SEARCH LIMITED Full timeThe Company: A highly regarded boutique Investment Management The Role: The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. The Paraplanner will prepare and implement...
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UK Proposition Manager
5 days ago
Slough, Berkshire, United Kingdom JPMorganChase Full timeJob Description Job Description As Proposition Manager – UK Savings, you'll play an important role in developing & managing our savings proposition in the UK Market. This includes understanding customer needs, market dynamics, pricing, and working with cross-functional teams to deliver high quality propositions that drive customer acquisition, engagement...
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Slough, Berkshire, United Kingdom Goldman Sachs Full timeRole Summary JOB DESCRIPTION This vice president will play a key role, devising and executing marketing strategies to support the growth of our institutional business in the UK, which span pension funds, endowments, foundations, sovereign wealth funds and insurers. The vice president will partner with client-facing business leaders, product strategy,...
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Territory Manager UK London
5 days ago
Slough, Berkshire, United Kingdom Takara Bio Europe Full timeAbout the Company Takara Bio is dedicated to driving innovation in the life sciences through our advanced products and solutions. Our mission is to empower researchers and organizations to achieve their goals in academic, hospital, pharmaceutical, biotech, and government sectors. We foster a culture of collaboration, integrity, and excellence. About the Role...