Proposition Manager - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

in line with the 7IM's strategic plan.

This role holder will have several areas of direct responsibility, usually defined projects or ongoing management activities when a proposition is 'in-life'.

The role holder is responsible for working closely with the rest of the 7IM team to absorb informationand share knowledge, to ensure that work across the business impacting 7IM propositions, is done in alignment with 7IM's strategic plan.

The role is both outward looking, working closely with 7IM clients and inward-looking, working closely with the client-facing, IT, Change and Operations teams, as well as the other CX teams.

Responsibilities:

Feeding the Platform proposition roadmap into internal and external communication channels through coordination with the Sales and Marketing teams
Documenting proposed propositional changes, supported by appropriate analysis and a robust business case
Coordinating input to the above from other parts of the business, including Client Experience, Change Management, Compliance, Finance, IT and Operations
Working with each relevant sales and servicing team to understand client feedback on the proposition, and working on efficient resolution of issues
Completing research and analysis and publishing to an internal audience with a written commentary on the marketplace, and 7IM's position within it
Keeping abreast of regulatory changes to understand the impact on our proposition
Working in the 7IM platform development programme team as a leader, to support a prioritised proposition roadmap that fits into the wider change management programme
Conducting an at least annual review of 7IM platform pricing, reporting findings to the Product Governance & Pricing Committee
Acting as an SME for product governance matters relating to the Platform's role as a distributor of funds including attending Product Governance & Pricing Committee when required
Conducting quarterly distribution reviews for submission to Product Governance & Pricing Committee
Providing target market reporting to manufacturers when requested
Define, roll out and own all the Platform integration solutions with 3rd party software providers
Work alongside support teams to provide technical and relationship management support for all platform integrations
Create analytics and insights for each integration and report to key stakeholders and 3rd party providers
Develop future integration proposals and business cases working collaboratively with Digital Product Managers, Proposition Managers, and the technical teams
Own vendor management for 3rd parties providers linked to platform integrations from RFIs, contracts, and service agreements through to inlife management including issue resolution and contract/service management
Acting as an exemplar of the 7IM VPVPs, and our own team purpose statement
Other, as reasonably required by your line manager and 7IM.

Skills & Experience:

Proven track record of working with a clientfocused proposition management methodology
Proven track record of working within a change control and Software Development Lifecycle (SDLC)
Ability to break down proposition proposals for nonproposition teams e.g., the business analysis team
Ability to articulate potential solutions to meet client needs and ensure good customer outcomes
Ability to develop solid business cases gaining the relevant stakeholder input and approvals
Attention to detail
Committed team player with excellent negotiating skills; applied at all levels
Desire to promote fresh ideas to all levels of management and be confident when challenged
Strong project management and organisational skills
Excellent communications skills including reportwriting, presentationbuilding and public speaking
Excellent critical thinking and problemsolving mindset
Ability to work well within crossfunctional teams internally and with external suppliers
Ability to work both independently and collaboratively as part of a team
Ability to adapt and learn new skills

Knowledge:

Indepth understanding of the Financial Advice process and market in the UK
Excellent understanding of UK Financial Services regulatory environment
Knowledge of the latest technology and digital trends for the Advisory market in the UK
Understanding of competitors' platform/advice propositions
Experience of retail investments and investment management (including operational knowledge) would be advantageous
Knowledge of the directtoconsumer market especially in the High-NetWorth space would be advantageous
Knowledge of discretionary management services would be advantageous.

Qualifications:

Completion of a Product Management/Service Design or similar course is desirable.

Other relevant information:

Reports to the Head of Strategy and Proposition
Travel to the 7IM Edinburgh office and to 7IM client offices will be required.

About The Company
The '7' in 7IM refers to the seven original founders of the business.

Back in 2002, they couldn't find a firm they trusted to manage their families' money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investmentprocess and structure.

They started the kind of organisation they'd like to invest with themselves.

Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology.

They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We've evolved since then. In 2015 Caledonia Investments joined us as a major shareholder.

In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach.

In 2020 we continued our long-termgrowth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM).

PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under m