Overview
We are seeking a Strategy & Platform Development professional to drive the growth and strategic development of the organisation's brokerage, digital trading, and investment platform. The role will focus on identifying and implementing the right investment products—including funds, unit trusts, structured products, and other investment solutions—to meet evolving client needs and strengthen the platform's commercial proposition.
Reporting to senior leadership, you will work across Product, Sales, Marketing, Operations, and Technology to execute strategic projects while leveraging your understanding of brokerage operations, banking infrastructure, and capital markets.
Key Responsibilities
- Develop and execute business strategies to drive growth across brokerage, digital trading, and investment product platforms.
- Define and shape the investment product strategy for the platform, including assessing and recommending suitable funds, unit trusts, structured products, and other investment solutions based on client needs, market trends, commercial potential, and platform objectives.
- Provide strategic advice on product selection, product onboarding, distribution, and platform implementation, leveraging a strong understanding of investment products, market practices, operational processes, and regulatory considerations.
- Establish and optimise the end-to-end process for bringing new investment products onto the platform, working closely with Product, Technology, Operations, Risk, Compliance, and external product providers.
- Develop go-to-market strategies for new products and platform capabilities, including target client segments, positioning, pricing, distribution channels, sales enablement, and marketing approach.
- Identify opportunities to optimise client idle cash and enhance commercial performance through appropriate cash management, investment, and yield-enhancement solutions.
- Analyse market trends, competitor activities, customer insights, and industry developments to identify new growth opportunities and support strategic decision-making.
- Evaluate competitor platforms and product offerings to identify gaps, opportunities for differentiation, and potential new products or services to introduce.
- Collaborate with Product and Technology teams on the development and enhancement of digital trading and investment platforms, translating business and client requirements into platform capabilities.
- Build a strong understanding of banking mechanisms, cash management, settlement, custody, product operations, and brokerage processes to ensure new products and propositions can be implemented effectively.
- Partner with institutional client teams, agency sales desks, wealth teams, and other distribution channels to support business expansion and strategic initiatives.
- Work closely with asset managers, product providers, brokers, and other external partners to evaluate and establish product partnerships and distribution opportunities.
- Manage cross-functional projects and work closely with internal stakeholders, including Marketing, Operations, Risk, Compliance, Legal, Product, Technology, and Sales.
- Develop business cases and commercial assessments for new products, platform capabilities, and strategic initiatives, including market opportunity, revenue potential, costs, risks, and implementation requirements.
- Monitor the performance of products and strategic initiatives post-launch and recommend enhancements based on client adoption, commercial performance, and market feedback.
- Support senior management in defining the broader platform, product, and commercial strategy, ensuring alignment with the organisation's growth objectives.
Requirements
- Bachelor's degree in Finance, Business, Economics, or a related discipline.
- At least 10 years of experience in brokerage, securities, wealth management, investment banking, or fintech.
- Proven experience in business strategy, commercial strategy, or business management within financial services.
- Strong knowledge of trading platforms, brokerage operations, banking infrastructure, and capital markets.
- Experience working with institutional clients and/or agency sales environments is highly preferred.
- Strong analytical, commercial, stakeholder management, and project management skills.
Preferred Background
- Candidates from online brokerages, securities firms, investment banks, digital wealth platforms, or financial institutions with exposure to brokerage strategy, trading platforms, and business transformation will be highly regarded.
Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided upon request.
Only shortlisted candidates will be notified.
Registration No.: R1658237 | EA License No.: 11C3510 | Drake International
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