The Wealth Proposition Manager develops and enhances the wealth platform proposition, ensuring competitiveness, compliance, and commercial success while leveraging data-driven insights and maintaining robust governance.
About the Role:
The Wealth Proposition Manager is responsible for developing, managing, and enhancing the wealth platform proposition, supporting investment solutions, and ensuring the platform remains competitive, compliant, and commercially successful. This role leverages data-driven insights, maintains robust governance, and aligns platform strategy with regulatory and commercial objectives.
Key Responsibilities:
Skills & Experience:
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity
The Wealth Proposition Manager is responsible for developing, managing, and enhancing the wealth platform proposition, supporting investment solutions, and ensuring the platform remains competitive, compliant, and commercially successful. This role leverages data-driven insights, maintains robust governance, and aligns platform strategy with regulatory and commercial objectives.
Key Responsibilities:
- Support the development and ongoing management of the wealth platform proposition, ensuring it meets client needs and supports investment solutions effectively.
- Ensure the Morningstar Wealth Proposition position is optimized externally through various channels, including comparison and research tools used by Financial Planning Professionals.
- Conduct regular competitor benchmarking to identify market trends, opportunities, and threats, informing proposition enhancements and strategic decisions.
- Ensure effective governance frameworks are in place and adhered to, supporting risk management and regulatory compliance across platform operations.
- Utilize data analytics to monitor platform performance, client behaviour, and investment trends, driving continuous improvement and innovation.
- Work closely with commercial teams to ensure the platform proposition supports business growth, profitability, and client retention.
- Stay abreast of regulatory developments, relevant legislation ensuring the platform and investment support functions operate within all relevant legal and regulatory requirements.
- Collaborate with internal and external stakeholders, including product, compliance, technology, operations, marketing and sales teams, to deliver a cohesive and market-leading proposition.
Skills & Experience:
- Proven experience in wealth management, investment platforms, or financial services proposition management.
- Strong understanding of platform operations, investment products, and regulatory frameworks.
- Demonstrated ability to conduct competitor analysis and translate insights into actionable strategies.
- Experience in governance and risk management within a regulated environment.
- Analytical mindset with experience in data-driven decision-making and performance monitoring.
- Excellent communication and stakeholder management skills.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity
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