Proposition Manager (Wealth)
Dun & Bradstreet(1 month ago)
About this role
The Wealth Proposition Manager shapes and oversees the wealth platform offering to keep it competitive, compliant, and commercially successful. The role aligns platform strategy with regulatory and commercial objectives and uses data and governance frameworks to inform decisions. It sits within Morningstar’s wealth business and partners with internal teams to support platform performance and client outcomes.
Required Skills
- Wealth Management
- Proposition Management
- Platform Operations
- Investment Products
- Regulatory Compliance
- Competitor Analysis
- Governance
- Risk Management
- Data Analytics
- Stakeholder Management
+2 more
About Dun & Bradstreet
dnb.comDun & Bradstreet provides commercial data, analytics, and insights that help organizations meet sales and marketing goals, manage global supply chains, and mitigate credit risk. Backed by nearly two centuries of business data, D&B offers authoritative company intelligence, standardized firmographics, risk scores, and identifiers to support customer acquisition, supplier management, and compliance. Their platforms and APIs deliver global coverage and analytics to power finance, procurement, and go-to-market decision-making. Businesses rely on D&B for scalable, data-driven solutions that improve operational and strategic performance.
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