Head of Proposition - Investment & Wealth Management

4 Days Old

A leading UK wealth manager is looking for a strategic leader to shape the next generation of its wealth propositions. This role sits at the centre of client insight, market change, regulation, and commercial strategy, driving how the firm delivers value across discretionary investment management, bespoke portfolio services, and integrated financial planning. What you’ll lead
Develop and evolve market‑leading wealth propositions grounded in client needs and strategic ambition. Oversee a competitive, profitable proposition suite, enhancing features, pricing, and client journeys. Lead product governance and ensure that propositions meet FCA expectations, including those under the Consumer Duty. Work cross‑functionally with Investment, Distribution, Marketing, Operations, Compliance, and Technology. Use market intelligence to inform strategy and identify new opportunities. Champion client value and experience across all touchpoints. Drive commercial performance, revenue growth, and client retention. Lead innovation in areas like sustainable investing, digital wealth, and intergenerational planning. Represent the firm in industry forums and contribute to sector‑wide thought leadership.
What you’ll bring
Deep experience in wealth management, including financial planning and investment management. Strong background in proposition or product development and UK regulatory frameworks. Proven leadership and stakeholder influence at senior levels. Commercial acumen and the ability to turn insight into strategy. A client‑first mindset and experience shaping client journeys. Excellent communication skills and the ability to simplify complex ideas.
How you work Client‑first. Collaborative. Commercial. Innovative. Regulatory‑minded. A clear and compelling communicator who can shape thinking internally and across the market. This is an interesting and exciting time to join a company with a clear strategy and to contribute to this development. #J-18808-Ljbffr
Location:
England, United Kingdom
Job Type:
FullTime