Wealth Management Propositions Lead

2 weeks ago


London, Greater London, United Kingdom Mason Blake Full time

We have an exciting opportunity at Mason Blake for a Wealth Management Propositions Lead to spearhead strategic initiatives and drive growth in our Financial Planning and Investment Management business.

Responsibilities:

  1. Work with distribution teams to develop a cohesive propositions strategy, fostering growth and meeting customer demands.
  2. Design and implement new products, services, and solutions aligned with client needs and market trends.
  3. Develop pricing strategies and business cases for senior management review.
  4. Rationalize existing product portfolios to ensure their value, suitability, and long-term viability.
  5. Lead sales, marketing, and distribution teams to ensure consistent messaging across all channels.

Requirements:

  • Significant experience in Investment Management Product lifecycles and financial planning for high-net-worth clients.
  • Proven ability to lead teams to achieve business objectives.
  • Strong commercial understanding.
  • Desirable: investment management and/or advice qualifications, along with front office experience.

The successful candidate can expect a salary range of £95,000 - £120,000 per annum, commensurate with experience.



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