Senior Wealth Proposition Lead in Edinburgh

To support client proposition activity within Rathbones aligned with Group strategy, including design, development, delivery and ongoing ownership. Ensure client need, satisfaction and experience are key components of future proposition development.

Outcomes of the Role

• Manage the development and deployment of a range of client facing propositions that are calibrated to meet multiple client needs recognising life‑stage, investment risk appetite and channel preferences.
• Ongoing ownership of specific propositions, including periodic review, KPI monitoring (commercial, client, risk, conduct), utilisation and alignment to client segmentation strategy.
• Market scanning and reporting in place to improve benchmarking for fair value; VFM for clients; total costs to client; competitor awareness; business leadership knowledge and decision making.
• Ongoing consideration of new analysis tools, e.g. behavioural economics.
• Proposition choice criteria to include client insights, brand, channel/target market, marketing strategy.
• Client and User Experience design standards that deliver against brand, client expectations and proposition promises recognising Rathbones blend of human and digital contact points.
• Show leadership in managing and resolving live proposition issues, coordinating resource to ensure bottlenecks and problems are escalated and resolved.
• Work closely with teams across group to ensure processes are lean, efficient and support growth.
• Management of 3rd party suppliers/contractors. Ensure they are engaged and committed to supporting our objectives, and that actions are delivered in a timely fashion.
• Elevates and champions client experience group‑wide; setting standards of continuous improvement.
• Contribute towards the continuing development of the Group by participating in projects, committees and other activities as requested from time to time.
• Champion lean processes and continuous improvement across proposition delivery.
• Troubleshoot live proposition issues and coordinate cross‑functional resolution efforts.

Knowledge & Experience

• Relevant business experience, preferably in Wealth and/or Asset Management.
• Proven track record in senior proposition or strategy roles within wealth management having track record to design, develop, and own client‑facing propositions.
• Technical background in financial services.
• Demonstrated ability to guide strategic investments and enhancements.
• Professional investment qualification, BA/MBA desirable.
• Outstanding communication and presentation skills and experience leading cross‑functional teams and influencing senior stakeholders.
• Strong project management skills and proactive problem‑solver with a bias for action and continuous improvement.
• Ability to consolidate facts and produce credible recommendations.
• Good attention to detail.
• Able to work unsupervised.
• Outline knowledge of investment vehicles and investment markets.
• A sound understanding of the investment process.
• Strategic thinking with operational execution with broad understanding of settlement and operational processes.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension – 9% non‑contributory or 10% if you contribute 5%.
• Private medical insurance – Individual on joining, family after 1 year’s service.
• Life assurance – 8 × salary.
• Income protection – 75 % salary.
• Company share scheme.
• Discretionary bonus.
• Flexible holidays – purchase up to 5 additional days.
• Green Car Scheme.
• Family friendly policies – enhanced family leave for parents & carers.
• Study support – study days and funding for courses and qualifications.
• Season travel ticket loans.
• Volunteering days.
• Gym discounts.
• Other voluntary benefits you can choose to suit you.

Disability Confidence

We are a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us.