Proposition Manager - Investment Management
BWD Search & Selection
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Proposition Manager - Investment Management
Yesterday by BWD Search & Selection
BWD Search & Selection jobs
Drive change. Shape propositions. Influence the future of investment management.

A leading UK wealth management firm is looking for a dynamic Investment Management Proposition Manager to help shape and grow its discretionary investment offering.

Working closely with front office, investments, and marketing teams, you’ll take ownership of proposition strategy — enhancing Model Portfolio Services (MPS) and bespoke discretionary solutions to meet evolving client needs and market opportunities.

This is a chance to make a real impact at a firm with a strong legacy and ambitious future plans.

What You'll Be Doing:
  • Develop and deliver a compelling investment proposition roadmap.

  • Drive proposition enhancements based on client, market, and competitor insights.

  • Lead on value proposition design, product positioning, and strategic initiatives.

  • Champion innovation while ensuring good customer outcomes under Consumer Duty.

  • Influence stakeholders across distribution, investments, compliance, and marketing.

What We're Looking For:
  • Strong technical knowledge of investment management products and pricing.

  • Proven experience managing or developing wealth management propositions, ideally across MPS and bespoke discretionary offerings.

  • Sharp commercial mindset, excellent stakeholder management, and confident communication skills.

  • Exposure to Private Markets, Private Credit, or Structured Products a bonus.

  • Self-starter attitude with the ability to think strategically and execute effectively.

Reference: 54911520
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