Head of Platform Proposition

  • Employer: Alliance Trust Savings
  • Location: Dundee, Scotland
  • Salary: Competitive plus package

Alliance Trust PLC is a FTSE 250 self-managed investment company with investment trust status. We have been investing since 1888 and are one of the largest generalist UK investment trusts by market value on the London Stock Exchange.

Job description:

Alliance Trust Savings, a subsidiary of Alliance Trust PLC, is an established award winning ISA and pension provider with a comprehensive online trading and investment platform service.

During an exciting period of business growth, we are seeking a Head of Platform Proposition to lead the development and delivery of our platform proposition for both direct and intermediary channels.

The Role

  • As a key member of the senior management team, you will proactively develop and manage external relationships ensuring we maintain and build a leading investment platform proposition
  • You will be accountable for identifying and delivering business opportunities arising as a result of regulatory changes, whilst maintaining an up-to-date awareness of changes to key competitor offerings and developments
  • Responsibility for defining and developing a customer retention strategy for the Platform business, working collegiately with the Head of Service to implement
  • Work alongside Head of Marketing Communications to support the development and implementation of the PR strategy

The Candidate

  • A detailed understanding of the platform market and the regulatory environment in which Alliance Trust operates
  • Experience of direct, IFA and discretionary fund manager distribution channels
  • A detailed understanding of the pensions and share dealing markets and the regulatory environment in which these products operate
  • Proven track record in product development within financial services

Job Reference: HPP

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