Head of Propositions and Investment Support

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Head of Propositions and Investment Support

Department: COO Office

Employment Type: Full Time

Location: London

Description

The role of the Head of Propositions and Investment Support is to have oversight of product governance, including Consumer Duty MI and Investment Team oversight / monitoring.

Key Responsibilities

Product Governance Oversight

• Manage all requests to change, remove or introduce a new product or service. Reviewing all requests to ensure that they meet the business's strategic objectives, are in the best interest of clients and delivers good outcomes for clients.
• Responsible for all product governance, ensuring they meet regulatory, legal and compliance requirements.
• Carry out Product reviews in line with Consumer Duty Principles
• Conduct and oversee the annual OCF review.
• Maintain ownership of the client lifecycle for all propositions and making enhancements to ensure that it is optimal for all clients.

Consumer Duty MI

• Define the MI requirements that would enable the business to better evidence how we are delivering good outcomes for clients.
• Conduct gap analysis between existing MI suite and the desired MI to establish an action plan for how we will deliver this.
• Work with data teams (e.g. Core Tech, Client Tech, Operations, Investment Management, File Review) to determine whether any changes are required to the current information received.

Investment Team Oversight and Monitoring

• Management of a small team covering monitoring of the Investment teams from a Portfolio Risk perspective
• Responsible for oversight of the File Review Team
• Daily, weekly and monthly investment checks, reporting, escalation and liaison with Investment Managers

Skills, Knowledge and Expertise

• Preferably educated to Degree level
• Relevant regulatory and product knowledge and advantage but not essential
• Likely to have at least ten years' experience in project management, with knowledge and experience in the Wealth Management Industry.
• Experienced at creating a light touch, pragmatic team.
• Excellent written and verbal communications skills
• Excellent stakeholder management skills
• Senior stakeholder management experience essential
• Computer literate, with excellent MS Excel and PowerPoint skills
• Demonstrable analytical skills and ability to suggest changes/ solutions and voice opinions
• Thorough understanding of strategy
• Ability to work under pressure and prioritise appropriately
• Professional manner and able to work with staff at all levels and all business areas