Wealth Management Proposition Strategynew
Barclays (Barclays) · Other
- Wealth Management & Private Banking
- Canary Wharf, 1 Churchill Place
- Full time
Job Description
Purpose of the role
To drive innovation, meet customer needs, and ensure the bank's long-term success and competitive edge.
Accountabilities
- Execution of market research to understand customer needs, pain points, and emerging trends to support the analysis of profitability, market size and positioning for new products compared to existing offerings, and to identify opportunities for diversification to gain a competitive advantage.
- Collaboration with stakeholders across departments and teams including marketing, sales, technology, engineers, designers etc to generate innovative and feasible product ideas and porotypes for testing aligned with customer needs and strategic goals.
- Development of concepts and specifications which define features, functionalities, target market, user interface, technical specifications and potential revenue models of new products.
- Evaluation of the technical feasibility, legal compliance, and potential risks associated with the development and launch of the new product.
- Monitoring of market trends and analysis feedback from internal employees and target customers through prototypes, user testing sessions, and beta programs to identify areas for improvement to refine the product before launch.
- Management of comprehensive launch plans and technical deployments for products that establish rollout timelines, marketing strategies, training initiatives and communication channels to promote the launch new products effectively.
- Monitoring of key metrics such as adoption rates, usage patterns, customer satisfaction, and revenue generation to assess the product's performance against set goals.
Vice President Expectations
- To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
- If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
- OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
- Manage and mitigate risks through assessment, in support of the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
- Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
- Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
- Adopt and include the outcomes of extensive research in problem solving processes.
- Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
Proposition Strategy | Barclays | London.
We are looking for a Senior Proposition Strategy professional to shape the future of our Wealth Management propositions and translate strategic priorities into practical delivery choices.
You will connect client needs, market opportunities, commercial ambition and digital capability to support a modern, scalable and client-led Wealth Management business. Working with Product, Design, Research, Data Science, Technology and business leadership, you will define strategic options, identify opportunities for growth and influence long-term direction.
This is a senior strategic role requiring commercial judgement, curiosity and the ability to turn complex information into clear recommendations and aligned action.
You will establish a clear and compelling direction for future Wealth Management propositions, grounded in client insight and commercial logic. Your work will align stakeholders, inform investment and roadmap decisions, and turn emerging market and digital opportunities into propositions that deliver sustainable value for clients and the business.
Key responsibilities:
- Define and develop proposition strategy aligned with Wealth Management growth priorities.
- Identify new opportunities for client value, engagement and sustainable commercial growth.
- Assess evolving client expectations, market trends, competitor developments and digital opportunities.
- Challenge established thinking and proactively shape the future direction of Wealth Management propositions.
- Translate long-term strategic ambition into clear priorities and practical delivery choices.
- Connect proposition strategy with product roadmaps, platform capabilities and feature-team delivery.
- Partner with Product, Research, Design and Data Science teams to explore, test and refine proposition choices.
- Evaluate strategic options against client needs, commercial potential, risk and delivery feasibility.
- Develop compelling recommendations, options papers, business cases and senior stakeholder materials.
- Influence senior stakeholders and build alignment around a coherent proposition direction.
- Monitor emerging technologies and business models, including AI-enabled services, to assess their relevance and potential value.
Essential criteria:
- Significant experience in proposition strategy, business strategy, digital strategy, product strategy, management consulting or transformation.
- A strong track record of defining strategic direction and translating strategy into practical execution.
- Experience identifying and evaluating new propositions, growth opportunities or business models.
- Strong analytical and commercial capability, including the ability to evaluate strategic options and trade-offs.
- Ability to connect client insight, market evidence, commercial objectives and delivery feasibility.
- Experience influencing senior stakeholders and building alignment across complex organisations.
- Strong written and verbal communication skills, with the ability to create clear strategic narratives and decision-making materials.
- Experience working with Product, Design, Research, Data, Technology and other multidisciplinary teams.
- Sound judgement and the confidence to challenge assumptions and existing ways of thinking.
- Curiosity about evolving client needs, market developments and emerging digital models.
Desirable criteria:
- Experience within Wealth Management, investments, banking, fintech or another regulated industry.
- Strong understanding of wealth and investment propositions, client segments or digital wealth journeys.
- Experience developing, testing or launching new customer propositions.
- Knowledge of customer research, proposition testing and experimentation methods.
- Experience developing commercial assessments, investment cases or strategic roadmaps.
- Familiarity with digital business building, platform strategies or AI-enabled services.
- Understanding of the regulatory, conduct and risk considerations affecting financial services propositions.
- Experience supporting large-scale business or digital transformation.
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in London.