Private Client Wealth Specialist (PA2024281)

The candidate will be expected to support the defining and driving forward of the propositional offering(s) for Investment Managed Wealth which will require working closely with internal and external stakeholders, including and not limited to product owners, change management and delivery.

Candidate is expected to bring a solid domain knowledge of the wealth management functional processes and industry knowledge to the role and to use this in a consultancy nature to aid internal and external stakeholders.

The candidate will also be expected to support new sales opportunities through understanding prospect client requirements and objective and identifying propositions that meet them.

You will report into the Proposition and solution consultant lead.

Responsibilities:

To keep domain knowledge up to date across:

• Wealth management end to end functions.


• SS&C products


• Regulatory change


• Industry trends


• Market competitors and associated products


To support Wealth Proposition(s) leads in

• Innovating in identifying and defining new wealth propositions for new or existing markets.


• Working with and driving forward wealth proposition offerings with internal and external product owners / stakeholders


• Documenting wealth proposition offerings


• Being aware of change and road maps of products and applying influence with product owners as applicable to ensure alignment to wealth propositions.


• Keeping up to date with product releases and ensuring propositional documents are updated as required.


• Attending design authority when applicable


• To work with other Wealth Leads to ensure synergies and efficiencies in Wealth propositions as a whole.


• Providing consultancy to internal stakeholders as required


To provide pre sales support covering:

• Leading on identifying customer needs and proposing relevant propositions to meet these needs.


• Participating / leading customer demos


• Supporting the completion of RFIs and RFPs


• Providing propositional relevant documentation


• Supporting / driving scope and lower-level discovery activities


• Supporting Sales initiatives


Others:


• Build collaborative relationships with internal and external stakeholders / product owners and consultants


Regulatory core requirements:

• To exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.


• To uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation.


• To comply with the regulatory regimes in which SS&C operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.


Quality core requirements
All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:

• To be quality driven, aiming for 100% accuracy and timeliness of delivery.


• To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the customer (internal and external).


• To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.


• To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.


• To communicate and promote the values which reinforce and support a consistent quality culture.
  
  Knowledge of Wealth market place


• End to end wealth functional knowledge covering - Onboarding / Offboarding, Money in / out, Transfers In/Out, Portfolio Management, Order Management, Trading and settlement, Corporate actions, Dividends, Capital Gain Tax, Regulatory Reporting and client communications


• Wealth product knowledge; General investment accounts, ISAs, JISAs, LISAs, On/Off shore bonds, Pension products


• Experience in both Software and BPO propositions in Wealth


• Experience in a client facing role


• Proven analytical skills


• Previous roles in Business Analysis or Business Architecture or Solution consultancy within Wealth Industry


• Strong and proven interpersonal skills


• Excellent verbal and written communication skills


• Good influencer and negotiator


• Proven champion of change


• Self-motivated


• Ability to lead and take ownership to ensure a high quality deliverable


• Working experience of Analysis and Design methodology


• Experience of working in Agile methodology
  
  SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services., SS&C is a leading global provider of mission-critical, cloud based software and solutions for the financial and healthcare industries. Names to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service. SS&C powers one of the largest financial and healthcare firms in the world., The role is within the Solution Consulting and Product team which is a function that sits within the SS&C Global Investor and Distribution Services (GIDS) group whom are responsible for driving forward proposition initiatives to deliver innovative market leading Products and services to the Global Financial Industry., Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.