Proposition Manager jobs in United States
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Benchmark Capital · 1 month ago

Proposition Manager

Benchmark Capital is one of the UK’s leading financial planning businesses, aiming to help clients realize aspirations and achieve peace of mind. The Proposition Manager will support the definition, management, and delivery of propositions, collaborating with stakeholders to shape future offerings and develop business cases for new products.

AdviceImpact InvestingReal Estate Investment

Responsibilities

Work with the Group Proposition and Strategy Director to shape future propositions through engagement with senior stakeholders, clients, and external experts
Prioritise new propositions, develop business cases, and define solutions for delivery internally or via third-party providers
Lead the design and development of new propositions and products, while improving existing offerings
Validate propositions through stakeholder feedback and testing to maintain clarity and customer focus
Collaborate with Change teams and Benchmark Digital to implement clear value propositions and product direction
Partner with Sales and Relationship teams to understand customer needs and inform proposition design
Promote Benchmark values and behaviours across teams and partners
Communicate the Benchmark advantage for each proposition internally and externally
Build strong stakeholder relationships and provide timely, high-quality analysis for decision-making
Represent Benchmark at business development seminars, sponsored events, and industry forums
Develop business cases outlining financial benefits, customer impact, and revenue potential
Work with Marketing to deliver effective proposition communications

Qualification

Financial Services experienceProposition managementBusiness case developmentMicrosoft Office proficiencyCRM systems experienceNetworking skillsAnalytical skillsIndependent workingInterpersonal skillsNegotiation skillsProblem-solving skillsOrganizational skillsWritten communicationVerbal communicationPresentation skillsTeam collaboration

Required

Degree or equivalent qualification, ideally in business
Extensive experience in Financial Services, particularly Financial Planning, IFA, and wrap/platform markets
Strong background in proposition management and understanding of Financial Planning principles, including drivers, valuation criteria, and customer segmentation frameworks
Proven ability to develop market-leading propositions with strong commercial awareness
Strategic and creative thinker, capable of delivering short-, medium-, and long-term plans
Excellent networking, interpersonal, and negotiation skills
Strong written, verbal, and presentation skills, plus organisational, analytical, and problem-solving capability
Comfortable working independently and collaboratively within a team
Proficient in Microsoft Office; experience with CRM systems and related processes
Valid UK driving licence

Benefits

On-site restaurant, coffee shop, and gym
Cutting-edge software and hardware to support collaboration
A dedicated shuttle service to and from Horsham’s mainline train station

Company

Benchmark Capital

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Benchmark Capital is a fund manager and advisory firm.

Funding

Current Stage
Growth Stage

Leadership Team

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Alexander Bright
Partner
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Sam Simmons
Partner
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Company data provided by crunchbase