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:

• Design the Wealth proposition and client offering to align with the Jio BlackRock value proposition.
• Own the strategy and roadmap for all developments, including futures such as investment solutions, calculators, tools, features etc.

 

Proposition Development

• Leverage data and customer research to ideate solutions to meet customer needs.
• Partner cross functionally and deliver formal business requirement to Digital / Tech / Ops / Investments.
• Ensure prioritisation, timeline and resource allocation is aligned to business strategy and vision.

 

 

Proposition Management:

 

• Implement, monitor and optimise the proposition features to drive positive client outcomes.
• Work with digital product managers to regularly review features to ensure they are market leading. 

Cross-Functional Collaboration:

• Work closely with Distribution, Investments, Digital, Operations and Compliance teams to develop new products and solutions.
• Collaborate with marketing and sales teams to communicate the value proposition of to clients and stakeholders.

Market Insights Development:

• Analyze and interpret market trends, economic data, and geopolitical developments to develop actionable insights.
• Generate research and reports that can be leveraged by the broader business to enhance strategy and client engagement.
• Customize insights for the local market while ensuring they can be adapted for use across different regions.

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:

 

• Strong experience of proposition management within a customer-focused environment
• Demonstrated track record in successful proposition delivery
• Preferably have design experience of multi-channel customer experiences for a d2c brand
• Broad knowledge and understanding of our Wealth propositions and their connectivity to strategy
• 10+ years of experience in wealth management or customer proposition roles
• Excellent communication and presentation skills, with the ability to convey complex ideas to non-technical audiences.
• Proven ability to work collaboratively across functions and influence key stakeholders.
• Problem Solving: Ability to analyze complex problems and identify actionable tasks:
• Collaboration: Strong teamwork and cross-functional collaboration skills.
• Communication: Clear and effective communication of research findings and strategies.
• Market Acumen: Deep understanding of wealth management or direct to consumer business