Proposition Development Manager

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

About the Role


We are seeking an exceptional Proposition Manager to join our Proposition team at Nucleus Financial.


The purpose of this role is to support the Head of Wrap in the design and delivery of propositional developments, focusing on enhancing our proposition for our retail Wrap platform.


As a Proposition Manager, you will be responsible for developing and managing the proposition strategy and initiatives aimed at addressing the needs of our financial advice firm population and their end-clients, the investors.


You will drive the Wrap platform's commercial goals alongside a healthy risk management approach, while driving medium to longer-term initiatives that improve our core platform journeys, drive better service design, and integrate our platform with the adviser ecosystem.


To achieve this, you will collaborate with cross-functional teams, ensuring developments meet the needs of our advisers and end-clients, and contribute to business growth.


Your Key Responsibilities



  • Wrap Proposition Development: Work closely with the Head of Wrap to develop and manage our Wrap Platform proposition, aligning it with business objectives, the future roadmap, and our customer-centric approach.
  • Planning and Collaboration: Develop a roadmap that supports the delivery of the commercial plan, working closely with a range of stakeholders.
  • Analysis and Delivery: Undertake analysis to support discovery activities in developing business cases for new initiatives, refine scope and requirements with internal stakeholders and customers, and deliver platform journey improvements that solve problems for our customers.
  • Benefits Realization: Monitor, evaluate, and report the performance of the Wrap proposition and any new product deliveries, tracking key metrics and analysing data to identify areas for improvement and make recommendations to drive positive outcomes.
  • Regulatory Compliance: Stay up to date with compliance requirements, ensuring our propositions and activities adhere to regulations.
  • Market Awareness: Keep up to date on market trends, competitor activities, and emerging technologies, applying market insights to enhance our proposition and maintain a competitive edge.

About You


We are looking for a Proposition Manager who is a 'big picture person', able to anticipate and react to complex problems, and comfortable with ambiguity.


You should have a proven track record in proposition management, product development, or a similar role within the financial services industry, with experience gathering requirements, facilitation, and process mapping with stakeholders.


You will be a skilled presenter with the ability to create presentations and explain complex material in a simple manner, with excellent communication and interpersonal skills to build relationships and collaborate effectively with internal and external stakeholders.


About Nucleus Financial


Nucleus Financial is a company that transforms financial services and creates better outcomes for our advisers and their clients. Our purpose drives everything we do, and we believe in our people having their own chunk of responsibility and being trusted to make things happen.


We are a company that cares about inclusion and diversity, and we are proud to partner with Stonewall and be a diversity champion for Scotland.


What We Offer


We offer a generous blend of benefits, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives, and flexible working options.


If you are a motivated and experienced Proposition Manager looking for a new challenge, please get in touch with our people team to learn more about this exciting opportunity.



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