Head of Wealth Product Strategy

Description

As part of continued business expansion, we have recently been mandated on a Head of Wealth Product Strategy position at a leading global asset manager. This is an excellent opportunity for an experienced candidate to lead strategic initiatives and drive future growth in a business with strong Financial Planning and Investment Management capabilities.

 

Key Responsibilities:

• Work closely with Distribution to establish the overarching propositions strategy to drive growth and deliver on customer needs.
• Lead the research, analysis, and implementation of new products, services, and solutions that align with client needs and market opportunities.
• Define pricing and produce business cases to be presented to senior management.
• In line with Consumer Duty, rationalise existing products and propositions within the firm to ensure the value, suitability and longevity of the firm’s suite.
• Oversee sales, marketing and other distribution teams across multiple channels to ensure all marketing collateral, communications and client outreach is clear and consistent.

 

Candidate Profile:

• Relevant industry experience working in Investment Management Product lifecycles and proven understanding of financial planning for wealth clients.
• Proven ability to lead teams to drive business success.
• Strong commercial mindset.
• Strong preference for candidates with investment management and/or advice qualifications as well as front office experience.

 

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.