The Openwork Partnership
Proposition Manager
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The Opportunity
We are seeking an experienced Proposition Manager to join Project Nexus on an 18-month fixed-term contract. This role will play a pivotal part in shaping and delivering the future adviser proposition at Openwork.
As Proposition Manager, you will have a unique opportunity to influence the design, implementation, and adoption of one of Openwork’s most important strategic initiatives. The programme-focused appointment will provide exposure to senior leadership, strategic decision-making, operating model design, and large-scale business transformation.
You will work alongside business experts, product specialists, technology teams, and implementation partners to create a solution that helps advisers serve their clients effectively and run their businesses more efficiently.
This is an 18-month fixed-term contract, hybrid role, based in our Swindon office, with the requirement to be in the office 2 days a week.
The Benefits
- Salary - up to £61,500
- Bonus scheme - on target bonus 10%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection
- Death in service
- 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance, and much more.
Key Responsibilities
- Act as a subject matter expert for financial advice processes and the Nexus proposition.
- Help design and develop the future-state proposition, ensuring adviser, firm, and client needs are represented.
- Work across Product, Technology, Operations, Compliance, and partners to shape adviser journeys, requirements, and processes.
- Support the configuration, testing, and implementation of the Nexus operating system, ensuring solutions are practical, scalable, and compliant.
- Identify opportunities to simplify processes and improve adviser and client experiences through technology.
- Support rollout, readiness, training, and adoption, providing advice-process expertise and guidance.
- Gather adviser and firm feedback to support continuous improvement.
- Build strong stakeholder relationships and champion the Nexus proposition across the business.
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Skills and Experience
Essential
- Strong experience within financial advice, wealth management, mortgages, protection, general insurance, platforms, or adviser support.
- Excellent understanding of end-to-end advice processes and adviser/firm needs.
- Experience in proposition development, management, or business change.
- Knowledge of adviser CRM, back-office, practice management, or operating systems.
- Good understanding of financial services regulation and compliance.
- Strong communication, facilitation, and stakeholder management skills.
- Ability to translate business requirements into effective processes, journeys, and system solutions.
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Desirable
- Experience of large-scale business or technology transformation.
- CRM, platform, or system implementation/migration experience.
- Knowledge of adviser platforms and integrated technology.
- Experience supporting training, readiness, and adoption.
- Familiarity with Agile and cross-functional delivery teams.
Why Us?
We're a dynamic, fast-paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where, and how you do it.
On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection, and a range of other flexible benefits.
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