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For Companies At a Glance
- Tasks: Lead strategic initiatives and drive growth in wealth product strategy.
- Company: Join a leading global asset manager with strong financial planning capabilities.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Make a real impact by shaping products that meet client needs and market trends.
- Qualifications: Experience in investment management and financial planning is essential.
- Other info: Mason Blake values diversity and encourages all qualified candidates to apply.
The predicted salary is between 43200 - 72000 £ per year.
As part of continued business expansion , we have recently been mandated on a Head of Wealth Product Strategy position at a leading global asset manager. This is an excellent opportunity for an experienced candidate to lead strategic initiatives and drive future growth in a business with strong Financial Planning and Investment Management capabilities .
Key Responsibilities:
- Work closely with Distribution to establish the overarching propositions strategy to drive growth and deliver on customer needs .
- Lead the research, analysis, and implementation of new products, services, and solutions that align with client needs and market opportunities .
- Define pricing and produce business cases to be presented to senior management.
- In line with Consumer Duty , rationalise existing products and propositions within the firm to ensure the value, suitability and longevity of the firm’s suite .
- Oversee sales, marketing and other distribution teams across multiple channels to ensure all marketing collateral, communications and client outreach is clear and consistent.
Candidate Profile:
- Relevant industry experience working in Investment Management Product lifecycles and proven understanding of financial planning for wealth clients .
- Proven ability to lead teams to drive business success.
- Strong preference for candidates with investment management and/or advice qualifications as well as front office experience.
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
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Head of Wealth Product Strategy employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Wealth Product Strategy
✨Tip Number 1
Make sure to showcase your experience in leading strategic initiatives within the investment management sector. Highlight specific projects where you successfully drove growth and aligned products with client needs.
✨Tip Number 2
Demonstrate your understanding of financial planning for wealth clients by discussing relevant case studies or examples from your previous roles. This will show that you can effectively address customer needs.
✨Tip Number 3
Familiarize yourself with the latest trends in wealth management and investment products. Being able to discuss current market opportunities and how they relate to the firm's strategy will set you apart.
✨Tip Number 4
Network with professionals in the industry, especially those who have experience in product strategy and distribution. Building these connections can provide valuable insights and potentially lead to referrals.
We think you need these skills to ace Head of Wealth Product Strategy
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and requirements of the Head of Wealth Product Strategy position. Tailor your application to highlight your relevant experience in investment management and financial planning.
Highlight Leadership Experience: Emphasize your proven ability to lead teams and drive business success. Provide specific examples of how you've successfully managed projects or initiatives in previous roles.
Showcase Strategic Thinking: Demonstrate your strategic mindset by discussing your experience with product lifecycles, market analysis, and developing business cases. Make sure to connect these experiences to the needs of the role.
Tailor Your CV and Cover Letter: Customize your CV and cover letter to reflect the key responsibilities mentioned in the job description. Use industry-specific language and ensure that your documents are clear, concise, and free of errors.
How to prepare for a job interview at Mason Blake
✨Understand the Market Landscape
Make sure to research the current trends in wealth management and investment strategies. Being able to discuss recent developments and how they impact client needs will show your expertise and readiness for the role.
✨Demonstrate Leadership Experience
Prepare examples of how you've successfully led teams in previous roles. Highlight specific initiatives where your leadership directly contributed to business growth or improved client satisfaction.
✨Align with Consumer Duty Principles
Familiarize yourself with the principles of Consumer Duty and be ready to discuss how you would apply these in rationalizing products and propositions. This shows your commitment to ethical practices in financial services.
✨Prepare Business Case Presentations
Since you'll need to define pricing and produce business cases, practice presenting your ideas clearly and concisely. Use data to support your proposals and be prepared to answer questions from senior management.
