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For Companies At a Glance
- Tasks: Lead the development of customer propositions and strategies in wealth management.
- Company: FNZ is a global wealth management platform empowering everyone to invest in their future.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and collaboration.
- Why this job: Join a mission-driven team making wealth management accessible for all, while shaping market-leading strategies.
- Qualifications: Degree qualified (2:1 or above) with extensive experience in wealth management and market analysis.
- Other info: Be part of a company managing US$1.5 trillion in assets, impacting over 20 million investors.
The predicted salary is between 43200 - 72000 £ per year.
The Propositions Manager within FNZ is a key role that helps to define the propositional strategy for our customers; providing leadership and expertise in the following areas:
- Defining the overall propositional strategy for the region or area they are responsible for and being the accountable leader for the delivery of this strategy.
- Providing propositional assistance & guidance to our customers, working alongside customers to develop ongoing proposition roadmap.
- Identifying future FNZ roadmap items in line with customer needs and market trends.
- Collating, interpreting and sharing market competitor analysis.
- Using market knowledge to provide guidance to FNZ internally and our customers.
- Increasing FNZ market share by working closely with the FNZ sales and strategic relationship teams to develop future sales strategies for new and existing customers.
Specific Role Responsibilities
- Define the overall propositional strategy across all market channels of the region or area of responsibility, obtaining regional CEO and board approval.
- Determine customers' needs and desires by assessing their current proposition, market trends, competitors, micro and macro environment.
- Engage with FNZ customers to actively demonstrate new products and secure commitment to deliver these within upcoming releases.
- Support the new sales process by working with the sales team on new opportunities, RFP responses and propositional scoping of new customers.
- Increase FNZ market share by working with the sales and strategic relationship teams to develop future sales strategies and also to help identify new revenue opportunities.
- Support the delivery of the FNZ propositional roadmap of new product initiatives to ensure our customers remain market leading and continue to grow.
- Work closely with FNZ’s customers to help them shape their future proposition and their strategic roadmaps.
- Conduct market research to identify key market trends.
- Improve delivery efficiency by getting customers to adopt core solutions already in place that solve their business need.
- Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
- Provide information for management by preparing short-term and long-term sales forecasts and special reports and analysis, answering questions and requests.
- Support the wider FNZ solution consulting and analyst teams by providing knowledge and training on key propositional and product areas.
- Be an expert in the FNZ proposition, products and all relevant market channels within region, ensuring that knowledge remains current to support FNZ delivery and our customers within region or area of responsibility.
Experience Required
- Extensive experience in wealth management and the markets in which FNZ and our customers operate.
- Expert in the FNZ proposition, products and all relevant market channels within region.
- Experience of working in a regulatory environment and an understanding of the regional regulatory market that applies.
- Experience in a delivery/consulting environment in the financial services/wealth market.
- Degree qualified 2:1 or above or equivalent.
- Be able to evidence establishing an environment of continuous improvement and capability development.
- Experience in Finance, IT or project management desirable but not essential.
- Confident, and able to take initiative given client– and delivery-focused environment.
- Independent, self-directing and delivery focused working style.
- Superior analytical thinking.
- Commercially aware and focused.
- Intermediate computer skills essential.
- Excellent organisational, administration and time management skills.
- Excellent team communication skills, confident in dealing with internal and external clients.
- Highly developed written and oral communication skills.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
Contact Detail:
FNZ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Propositions Manager
✨Tip Number 1
Familiarise yourself with FNZ's current propositions and market strategies. Understanding their existing offerings will help you articulate how you can enhance or innovate these strategies during discussions.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience with FNZ or similar companies. This can provide you with insights into the company culture and expectations for the Propositions Manager role.
✨Tip Number 3
Stay updated on market trends and competitor analysis within the wealth management industry. Being able to discuss recent developments and how they impact FNZ will demonstrate your proactive approach and industry knowledge.
✨Tip Number 4
Prepare to showcase your analytical skills by discussing past experiences where you've successfully identified customer needs and developed strategies to meet them. Real-life examples will strengthen your case as a suitable candidate.
We think you need these skills to ace Propositions Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and propositional strategy. Use specific examples that demonstrate your leadership and analytical skills, as well as your ability to work in a regulatory environment.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role of Propositions Manager at FNZ. Discuss how your background aligns with their mission to open up wealth and how you can contribute to their propositional strategy.
Showcase Market Knowledge: Demonstrate your understanding of market trends and competitor analysis in your application. Provide insights on how you would approach developing future sales strategies and increasing FNZ's market share.
Highlight Communication Skills: Since the role requires excellent communication skills, include examples of how you've effectively communicated with clients and internal teams in previous roles. This will show your ability to engage with FNZ customers and support the sales process.
How to prepare for a job interview at FNZ
✨Understand the Propositional Strategy
Make sure you have a solid grasp of FNZ's current propositional strategy and how it aligns with market trends. Be prepared to discuss how you would define and deliver this strategy in your role.
✨Showcase Your Market Knowledge
Demonstrate your understanding of the wealth management industry and the regulatory environment. Bring examples of how you've used market analysis to inform strategic decisions in previous roles.
✨Engage with Customer Needs
Be ready to talk about how you would assess customer needs and desires. Think of specific instances where you've successfully engaged with clients to develop propositions that meet their requirements.
✨Highlight Your Analytical Skills
Prepare to showcase your superior analytical thinking. Discuss how you've used data to drive decisions and improve delivery efficiency in past roles, especially in a consulting or delivery environment.
