The Propositions Manager within FNZ is a key role that helps to define the propositional strategy for our customers, providing leadership and expertise in several areas:
* Defining the overall propositional strategy for the region or responsible area and leading its delivery.
* Providing propositional guidance to customers and developing ongoing proposition roadmaps.
* Identifying future FNZ roadmap items aligned with customer needs and market trends.
* Sharing market competitor analysis and using market knowledge to guide FNZ and customers.
* Increasing FNZ market share by collaborating with sales and strategic teams to develop future sales strategies.
Specific Role Responsibilities
* Define propositional strategy across all market channels, obtaining regional approval.
* Assess customer needs, market trends, competitors, and environmental factors.
* Engage with customers to demonstrate products and secure commitments.
* Support sales processes, including RFP responses and scoping new opportunities.
* Develop future sales strategies and identify revenue opportunities.
* Deliver the FNZ propositional roadmap to maintain market leadership.
* Collaborate with customers to shape their future propositions and strategies.
* Conduct market research on key trends.
* Promote adoption of existing solutions to improve delivery efficiency.
* Maintain professional knowledge through workshops, publications, and networking.
* Provide management with forecasts, reports, and analysis.
* Support FNZ teams with knowledge and training on propositional and product areas.
* Ensure expertise in FNZ propositions, products, and market channels within the region.
Experience Required
* Extensive experience in wealth management and related markets.
* Expertise in FNZ propositions, products, and regional market channels.
* Experience working in a regulatory environment.
* Background in financial services or wealth market delivery/consulting.
* Degree qualification (2:1 or above) or equivalent.
* Proven environment of continuous improvement and capability development.
* Experience in finance, IT, or project management is desirable.
* Confident, initiative-taking, client- and delivery-focused.
* Independent and self-directed working style.
* Strong analytical skills.
* Commercial awareness.
* Excellent organizational and communication skills.
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