Overview
The Contract Senior Product & Proposition Subject Matter Expert (SME) will play a crucial role in shaping and operationalizing a new wealth management proposition within a private banking context. Collaborating with senior stakeholders across various domains, the contractor will focus on defining client journeys, service designs, and requirements that align with the company's strategic vision. This position offers a unique opportunity for an experienced professional with a background in wealth management to influence the operational foundations of a comprehensive wealth offering.
Responsibilities
- Shape and document proposition artefacts that align with the Wealth Formation strategy.
- Define client journeys, proposition playbooks, service designs, and operational requirements for the Private Client Wealth offering.
- Collaborate with senior stakeholders to refine proposition design across various client service dimensions.
- Translate High Net Worth client needs into actionable, clear proposition requirements.
- Produce comprehensive documentation including proposition packs and journey documentation for programme review.
- Partner with operational and governance teams to ensure alignment between proposition decisions and supporting processes.
- Identify gaps and key considerations within the proposition that may require senior decision-making support.
- Ensure readiness for launch by maintaining clear, precise documentation that supports internal understanding and delivery efforts.
Requirements
- Extensive experience in UK wealth management, private banking, or investment propositions, particularly for High Net Worth clients.
- Solid leadership experience in product and proposition development, from strategic concepts to executable designs.
- Proven skills in creating proposition artefacts, playbooks, and client journey documentation.
- Strong commercial acumen, with knowledge of revenue models and client expectations within the wealth space.
- In-depth understanding of the UK Wealth and Private Client market dynamics, including compliance and regulatory frameworks.
- Ability to engage effectively with senior stakeholders across various functions.
- Proficient in simplifying complex propositions into clear, actionable documentation.
- Demonstrated contractor mindset, emphasizing expertise, speed, and client-focused outcomes.