At a Glance
- Tasks: Shape the future of wealth management by leading strategic projects and enhancing client propositions.
- Company: Join a respected wealth management firm with ambitious growth plans.
- Benefits: Competitive salary, bonus potential, hybrid working, and career development opportunities.
- Other info: Dynamic role with genuine strategic influence and exposure to senior leadership.
- Why this job: Make a real impact on high-profile projects and influence senior stakeholders.
- Qualifications: Experience in proposition management or financial services; strong project management skills.
The predicted salary is between 60000 - 80000 £ per year.
Proposition Manager – Wealth Management
Location: London (Hybrid – 3 days in office)
Salary: £60,000 – £80,000 + Bonus
I'm currently working with a well-established, highly regarded wealth management firm that is looking to appoint a Proposition Manager into its newly established proposition function.
This is a particularly exciting opportunity to join a business embarking on a significant period of strategic development, with an ambitious 18-month roadmap focused on enhancing its investment propositions, improving client outcomes and driving commercial growth.
Working directly alongside the Head of Proposition, you'll have the opportunity to take real ownership of projects, influence senior stakeholders and play a key role in shaping the firm's future offering.
The Opportunity
The role offers a broad mix of proposition strategy, governance and commercial development, with involvement in several exciting initiatives, including:
- Supporting the potential launch of a new in-house fund business.
- Enhancing the firm's discretionary investment management and advisory propositions.
- Supporting the development of digital-first investment solutions.
- Developing and embedding proposition governance frameworks, including fair value assessments, service reviews and client journey improvements.
- Working closely with senior leadership to identify opportunities for proposition enhancements and commercial growth.
- Taking ownership of projects from initial development through to implementation.
What We're Looking For
We're keen to speak with individuals who have experience across proposition management, product management, product governance, strategy, consultancy or business change within financial services.
You don't necessarily need to be doing an identical role currently.
The business is particularly open to individuals looking to step up into a broader, more strategic position.
Ideally, you'll bring
- Experience within wealth management, investment management, financial planning
- Strong project management, analytical and organisational skills.
- Experience developing or improving processes, frameworks, propositions or customer journeys.
- The confidence to engage with and influence senior stakeholders.
- A commercial mindset, with the ability to balance business objectives with positive client outcomes.
- A proactive, structured approach and the ability to take ownership of initiatives.
Why Consider This Opportunity?
- Genuine strategic influence – play a key role in shaping the future direction of the firm's propositions.
- High-profile projects – involvement in significant business initiatives rather than purely BAU responsibilities.
- Senior exposure – work directly with the Head of Proposition and engage with C-suite stakeholders.
- Broad responsibilities – gain exposure across strategy, governance, commercial development and implementation.
- Career development – an excellent opportunity for someone looking to step up, broaden their experience and take on greater responsibility.
- Established business – join a respected wealth management firm with ambitious plans for the future.
This is an excellent opportunity for someone who enjoys combining strategic thinking with hands-on delivery and wants to make a tangible impact within a growing function.
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Proposition Manager - Wealth Management in London employer: BWD Search & Selection
BWD is an exceptional employer for Pensions Governance Consultants, offering a hybrid working model that promotes work-life balance while allowing you to thrive in a rapidly growing sector. With competitive salaries and a strong focus on employee development, you will have ample opportunities to enhance your skills and advance your career within a supportive and dynamic work culture. Join us to be part of a team that values innovation and professional growth in the pensions governance landscape across the UK.
Contact Details:
BWD Search & Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Proposition Manager - Wealth Management in London
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We think you need these skills to ace Proposition Manager - Wealth Management in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BWD Search & Selection.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BWD Search & Selection's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BWD Search & Selection
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BWD Search & Selection.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at BWD Search & Selection will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BWD Search & Selection employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
