Proposition Delivery Manager

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them.

We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

What will you be doing?

We’re seeking a talented Proposition Delivery Manager to join our team in Liverpool, which is responsible for identifying strategic and tactical changes to our products, services and pricing. You will take control of, and deliver elements of business change initiatives under the guidance of the Head of Proposition and Pricing. Your main responsibility is to ensure the successful, controlled delivery of the initiatives they identify or are allocated to.

Activities include undertaking analysis, supporting design / configuration / testing, and leading training / stakeholder engagement communications.

This is a key role to help the business achieve its commercial strategic aims and you will work with stakeholders across the organisation to deliver enhancements and act as SMEs on change projects delivering changes to products & services.

The role is based in Liverpool; travel to other Evelyn offices in the UK may also be required on an infrequent basis.

As Proposition Delivery Manager, your responsibilities will include among others:

• Provide the business support necessary to meet commercial strategy and business objectives, as required.
• Process all business in accordance with required processes & proactive pipeline management. Proactively develop and maintain effective relationships with clients, colleagues, and 3rd party firms.
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
• Prioritise workload to ensure all activities are timely, compliant, and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to internal and external clients.
• Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations and maintain key product and service documents, including:
• Product & Service roadmap
• Product and Proposition scope /target market documents
• Delivery plans
• Risk, issue, assumption, and decision logs; and
• Teams SharePoint site

To be successful in this role, you should:

Strong interpersonal and communication skills, particularly verbal;
Dispute resolution, stakeholder management
• Knowledge of and ability to use Microsoft Office (Word, PowerPoint, Excel), Visio, SharePoint, Skype and Project software
• Professional telephone manner along with excellent written communication skills; to have an eye for detail
• Experience working in a project environment, either as a Project team member, project administrator, or workstream lead
• Experience of working within highly regulated industries
• Previous experience / knowledge of Financial Services – including Operational and/ or adviser charging experience
• Excellent standard of Education, including Project Management and/or Financial Qualifications (for example PRINCE 2, Business Analytics)

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.