The Wealth Development Manager will support the promotion and adoption of the Omnis, Openwork & 2plan Wealth Proposition.

YOUR RESPONSIBILITIES WILL INCLUDE:

• Promoting and articulating the full value of our Wealth Proposition to increase awareness and understanding of its offering and Omnis’ proposition, investment strategies and principles;
• Increasing adoption and retention of the Wealth proposition, especially the investment products and services manufactured by Omnis across all facets of the Partnership;
• Communicating Omnis investment strategies to advisers with the goal of growing assets under management
• Helping promote more Omnis & Investment products and services to retain and grow existing business.
• Devising and lead engaging promotional activities, that are designed to educate, inspire and grow adviser confidence and capability of our wealth proposition.
• Assisting in the positioning and creation of adviser-focused materials, case studies and sales tools.
• Collaborating on and execute go-to-market plans for new and upcoming propositions, product launches and third-party integrations.
• Building strong relationships with financial advisers and practices.
• Segmenting adviser base to build an effective engagement plan