Propositions Strategy Lead

2 weeks ago


London, Greater London, United Kingdom BWD Search & Selection Full time
Job Description: Head of Propositions Strategy

We are seeking an experienced professional to lead our propositions strategy for the HNW segment. The ideal candidate will have a strong understanding of UK regulatory requirements, alongside investment management and financial planning expertise.

Key Responsibilities:

  • Develop and implement a comprehensive propositions strategy for the HNW segment, focusing on profitability and client satisfaction.
  • Work closely with the sales team to understand client needs and develop targeted solutions.
  • Ensure that all propositions meet regulatory standards and deliver measurable value.
  • Collaborate with distribution, investment, compliance, and other teams to align strategy and execution.
  • Provide regular updates to the board on key performance indicators and strategic developments.

Requirements:

  • Extensive experience in a senior proposition or commercial leadership role within wealth management.
  • Strong understanding of UK regulatory requirements, alongside investment management and financial planning expertise.
  • Excellent communication and interpersonal skills, with the ability to influence senior stakeholders.
  • Strong analytical skills, with the ability to translate insights into actionable strategies.
  • Qualifications in investment management or financial advice are highly desirable.

The estimated salary for this role is £130k-£150k per annum, plus an annual bonus and a generous benefits package.



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