What are the responsibilities and job description for the Head of Trust Product position at FNZ Group?
FTC Head of Trust Product is a player/coach role, which develops FTC’s investment advisory platform and advice eco-system. The Product Leader role is a key role within FTC and will provide leadership and expertise in our platform and product development.
This leader plays a crucial role in driving success and shaping the vision of our business and product offering. You are responsible for developing FTC’s platform and delivering a highly competitive platform for our clients. This includes the end-to-end experience for investment advisors, the product offering strategy and roadmap, due diligence and client onboarding, pricing and go-to-market strategy.
Work closely with the FTC CEO, Head of Proposition North America, and other internal partners to ensure that the platform, products, and services are delivered within FTC’s client and advisor experience needs and expectations.
Role Responsibilities
Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites, and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.
That’s why we value the strength and diversity of thought in our global team.
The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.
Opportunities
At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.
In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
This leader plays a crucial role in driving success and shaping the vision of our business and product offering. You are responsible for developing FTC’s platform and delivering a highly competitive platform for our clients. This includes the end-to-end experience for investment advisors, the product offering strategy and roadmap, due diligence and client onboarding, pricing and go-to-market strategy.
Work closely with the FTC CEO, Head of Proposition North America, and other internal partners to ensure that the platform, products, and services are delivered within FTC’s client and advisor experience needs and expectations.
Role Responsibilities
- Lead planning, execution, and implementation of FTC’s product and platform portfolio (e.g. product roadmaps, competitor analysis). Own the product portfolio, and associated impacts to sales, revenue, and profitability metrics.
- Oversee the execution of key projects, ensuring they are delivered on time and with the expected outcomes (project plans, scorecard etc.).
- Work closely with clients and partners to define detailed product specifications.
- Create and maintain documentation and data for product and client communications.
- Help drive client acquisition, retention, and increased share of wallet opportunities through our product and demos of the platform and capabilities for clients.
- Review new and existing partners’ products to ensure alignment with FTC’s strategy to meet customer, partner, and regulatory requirements.
- Participate/lead in third party contract negotiations and management of contractual obligations
- Set and achieve annual goals and targets to grow and transform FTC into a more valuable, key strategic asset for FNZ
- Monitor key product metrics and KPIs to assess the success and make data-driven decisions for further improvements.
- Actively seek feedback from customers, third parties and internal stakeholders incorporating feedback into product roadmap planning.
- Develop relationships with internal and external stakeholders, provide support, and drive alignment of key initiatives and business goals.
- Optimize strategic partner relationships to drive success.
- Maintain professional knowledge by attending workshops, reviewing professional publications, establishing personal networks, participating in professional societies.
- Bachelor's degree with a minimum of 10 years of related experience in the US wealth management / investment advisor industry.
- Deep understanding of US investment advisor and wealth management industry, products, technology and ecosystem, and regulations
- Leadership experience in US financial services product management
- Experience developing and building strategic product platforms
- Excellent strategic thinking, analytical skills, and problem-solving skills.
- Track record of driving and implementing strategic initiatives.
- Ability to prioritize and manage multiple projects simultaneously.
- Experience managing complex cross team projects and processes.
- Excellent presentation skills, including strong oral and writing capabilities, advanced power point skills, and the ability to communicate compelling messages to executives and business partners.
- Strong leadership skills with a team-oriented and collaborative approach.
Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites, and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.
That’s why we value the strength and diversity of thought in our global team.
The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.
- Care hard for customers and each other
- Bring ambition to everything we do
- Own it all the way
- Work as one open team
Opportunities
- Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.
- Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
- Working in a flexible and agile way that meets the needs of the business and personal circumstances;
- Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;
- We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa, and APAC.
At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.
In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
