Lead – Wealth Proposition Management | Scrabble

Posted on August 15, 2024

Job Description

About this role: The Wealth Proposition Management Lead is a pivotal role responsible for designing, defining and evolving  the Jio BlackRock Wealth Management offering in line with our clients needs. The ideal candidate is passionate about delivering customer-focused and data-driven solutions to markets and to customers, highly motivated, intellectually curious, solutions-oriented, with an entrepreneurial mindset. Additionally, the ideal candidate is well known for being highly collaborative, a good listener to understand the market needs and manages projects to flawless completion. Strong background in wealth management and / or direct to consumer businesses is desired.     Reporting to: Head of Strategy, Proposition & Operations     Key responsibilities:   Proposition Design: <ul> <li style="margin-top:16px">Design the Wealth proposition and client offering to align with the Jio BlackRock value proposition. </li> <li>Own the strategy and roadmap for all developments, including futures such as investment solutions, calculators, tools, features etc. </li> </ul>   Proposition Development <ul> <li>Leverage data and customer research to ideate solutions to meet customer needs.</li> <li>Partner cross functionally and deliver formal business requirement to Digital / Tech / Ops / Investments. </li> <li>Ensure prioritisation, timeline and resource allocation is aligned to business strategy and vision. </li> </ul>     Proposition Management:   <ul> <li>Implement, monitor and optimise the proposition features to drive positive client outcomes. </li> <li style="margin-bottom:16px; text-align:justify">Work with digital product managers to regularly review features to ensure they are market leading.  </li> </ul> Cross-Functional Collaboration: <ul> <li style="margin-top:16px">Work closely with Distribution, Investments, Digital, Operations and Compliance teams to develop new products and solutions.</li> <li style="margin-bottom:16px">Collaborate with marketing and sales teams to communicate the value proposition of to clients and stakeholders.</li> </ul> Market Insights Development: <ul> <li style="margin-top:16px">Analyze and interpret market trends, economic data, and geopolitical developments to develop actionable insights.</li> <li>Generate research and reports that can be leveraged by the broader business to enhance strategy and client engagement.</li> <li style="margin-bottom:16px">Customize insights for the local market while ensuring they can be adapted for use across different regions.</li> </ul> Indicative KPI’s of the role:   Proposition Development – building the key features and offering aligned to our vision Proposition Management – maintenance of features / solutions to meet client needs Timely Delivery – ensuring proposition evolves in line with business goals     Key skills and experiences:   <ul> <li>Strong experience of proposition management within a customer-focused environment</li> <li>Demonstrated track record in successful proposition delivery</li> <li>Preferably have design experience of multi-channel customer experiences for a d2c brand</li> <li>Broad knowledge and understanding of our Wealth propositions and their connectivity to strategy</li> <li>10+ years of experience in wealth management or customer proposition roles </li> <li>Excellent communication and presentation skills, with the ability to convey complex ideas to non-technical audiences.</li> <li>Proven ability to work collaboratively across functions and influence key stakeholders.</li> <li>Problem Solving: Ability to analyze complex problems and identify actionable tasks: </li> <li>Collaboration: Strong teamwork and cross-functional collaboration skills.</li> <li>Communication: Clear and effective communication of research findings and strategies.</li> <li>Market Acumen: Deep understanding of wealth management or direct to consumer business </li> </ul>

Job Description