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Wealth Propositions Specialist

2 months ago

London, Greater London, United Kingdom SS&C Technologies Holdings Full time
Job Overview

Proposition and Solution Consultant – Wealth (Investment Managed)

Company Profile:

SS&C Technologies Holdings is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. With a strong presence in over 40 countries, our company is a trusted partner to more than 20,000 financial services and healthcare companies. Our team of experts is dedicated to delivering innovative market-leading products and services to the global financial industry.

Department Overview:

The Solution Consulting and Product team is a key function within the SS&C Global Investor and Distribution Services (GIDS) group. Our team is responsible for driving forward proposition initiatives to deliver innovative market-leading products and services to the global financial industry.

Position Overview:

The successful candidate will be expected to support the defining and driving forward of the propositional offering(s) for Investment Managed Wealth. This will require working closely with internal and external stakeholders, including product owners, change management, and delivery teams.

The candidate will be expected to bring a solid domain knowledge of the wealth management functional processes and industry knowledge to the role. This will enable them to use their consultancy skills to aid internal and external stakeholders.

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

Key Responsibilities:

  • To maintain up-to-date domain knowledge across wealth management end-to-end functions, SS&C products, regulatory changes, industry trends, market competitors, and associated products.
  • To support Wealth Proposition(s) leads in innovating and defining new wealth propositions for new or existing markets.
  • To work with and drive forward wealth proposition offerings with internal and external product owners/stakeholders.
  • To document wealth proposition offerings and ensure alignment to wealth propositions.
  • To attend design authority meetings and provide consultancy to internal stakeholders as required.
  • To provide pre-sales support, including leading on identifying customer needs and proposing relevant propositions to meet these needs.

Requirements:

  • Knowledge of the wealth marketplace and end-to-end wealth functional knowledge.
  • Experience in both software and BPO propositions in wealth.
  • Experience in a client-facing role.
  • Proven analytical skills and ability to lead and take ownership to ensure high-quality deliverables.
  • Strong and proven interpersonal skills, excellent verbal and written communication skills, and good influencer and negotiator.
  • Proven champion of change and self-motivated.
  • Working experience of analysis and design methodology and experience of working in Agile methodology.

Location: UK (Hybrid; commutable to London)