Proposition Manager

We are seeking a dynamic and results driven propositions manager to join our team and play a key role in shaping our product and service offerings and help lead the platform migration workstream of Wealthtime Classic. The ideal candidate will have a deep understanding of customer needs, and experience in platform migrations through ITO/BPO partners. As the proposition manager, you will be responsible for refining and executing the value propositions for our platform to ensure they deliver the best value for our advisers and clients ensuring good customer outcomes are delivered.

Core Responsibilities

• Working with stakeholders across the organisation to ensure controlled delivery of propositional enhancements in a compliant and consumer-focused way.
• Using customer insights and market research to prioritise enhancements for our advisers and clients to deliver good outcomes.
• Work closely with our product, marketing, and outsourced operations teams to ensure a joined-up approach.
• Leading the identification and communication of value propositions during platform transitions, ensuring minimal disruption to adviser and client experiences.
• Managing stakeholder expectations and change management activities related to platform enhancements and migrations.
• Reporting on gaps and recommending appropriate approaches for rectification.
• Assessing the impact of platform changes on existing propositions and developing mitigation strategies.
• Work with additional parties within the distribution chain to deliver efficiencies in service.

Specialist Skills, Qualifications and Experience

Essential

• In depth experience proposition development or product management.
• In depth experience of the platform industry.
• Experience managing or supporting platform migrations, system implementations, or significant technology transitions.
• Operational knowledge of Consumer Duty.
• The ability to solve complicated problems in line with regulatory expectations in both the letter, and spirit of the regulatory landscape.
• A proactive and innovative approach to problem solving, including persuasion and influencing skills.
• Ability to be flexible with work and have efficient prioritisation skills.

Desirable

• Experience working with legacy and modern platform systems simultaneously during transition periods.
• Knowledge of data migration, system integration, or technical change management in financial services.
• Experience communicating complex technical changes to non-technical stakeholders (advisers, clients, operational teams).
• Familiarity with platform modernisation strategies and best practices in fintech.

Core Competencies

• Motivating Others – The willingness and ability to motivate and inspire others by means of appropriate challenges, empowerment, rewards and recognition.
• Teamwork – The ability to work co-operatively with others, to be a member of a team and work towards the purpose of a common goal. Building and maintain strong working relationships with advisers, Sales and other colleagues at every levels.
• Decision Making – The ability to make balanced and sound decisions by understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; evaluating the probable consequences of alternative solutions and selecting the most promising alternative.
• Networking – Identifying opportunities and taking action to build strategic relationships between one’s area and other areas, teams, department, units, or organisations to help achieve business goals.
• Communication – The ability to effectively communicate at all levels, both written and verbally, with all internal/external customers.