Propositions Manager
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will define proposition strategy for your region or area and guide customers in shaping their propositions and strategic roadmaps. You will assess market trends and competitors support sales opportunities and RFP responses and help deliver product initiatives that address customer needs.
Requirements
- Extensive wealth management experience
- Expertise in the FNZ proposition products and relevant market channels
- Experience working in a regulatory environment
- Experience in a financial services or wealth management delivery or consulting environment
- Degree qualification at 2:1 or above or equivalent
- Experience establishing continuous improvement and capability development
- Finance IT or project management experience is desirable
- Initiative and client-focused judgment
- Independent self-directing and delivery-focused working style
- Superior analytical thinking
- Commercial awareness
- Intermediate computer skills
- Excellent organisational administration and time management skills
- Excellent communication skills with internal and external clients
- Highly developed written and oral communication skills
Responsibilities
- Define the overall proposition strategy
- Obtain regional CEO and board approval
- Assess customer propositions market trends and competitors
- Guide customers in developing proposition roadmaps
- Demonstrate new products to customers
- Support sales opportunities and RFP responses
- Develop future sales strategies
- Identify new revenue opportunities
- Support delivery of proposition roadmaps
- Conduct market research
- Improve delivery efficiency through core solution adoption
- Prepare sales forecasts and analytical reports
- Provide proposition and product knowledge to consulting and analyst colleagues
- Maintain current knowledge of products and market channels
