Head of Proposition

An exciting opportunity has arisen for an experienced professional to take on a pivotal role as Head of Proposition at a leading wealth management firm. This position offers the chance to drive strategy and innovation for high-net-worth (HNW) clients, ensuring sustainable growth and delivering excellent outcomes.

Key Responsibilities:

• Lead the propositions strategy for the HNW segment, focusing on profitability and client satisfaction.
• Stay ahead of market trends, competitor activities, and client needs to shape competitive propositions.
• Manage the end-to-end development, delivery, and maintenance of investment and financial planning propositions.
• Partner with distribution, investment, compliance, and other teams to align strategy and execution.
• Maintain governance and ensure propositions meet regulatory standards while delivering measurable value.

About You:

• Extensive experience in a senior proposition or commercial leadership role within wealth management.
• Strong understanding of UK regulatory requirements, alongside investment management and financial planning expertise.
• A proven track record of leading cross-functional initiatives and influencing senior stakeholders.
• Qualifications in investment management or financial advice are highly desirable.
• Strong analytical skills, with the ability to translate insights into actionable strategies.

 

Basic salary ranges from £130k-£150k plus an annual bonus and a generous benefits package.

 

This is a key leadership role for someone who is motivated by innovation and delivering market-leading solutions. If you have the expertise to shape the future direction of client propositions within a fast-evolving industry, we’d like to hear from you.