Wealth Management incl Wraps for leading assurer

Period:	01/12/2005 - 01/07/2006
Assignment Types:	Customer Service and Support , Distribution Management , Interim Management , Knowledge Management and Organisational Learning , Leadership , Manufacturing Strategy and Design , Marketing Communications , Marketing Organisation and Capability Building , Marketing Strategy and Planning , Pricing , Product Strategy and Development , Programme Management Methods , Project Management Methods , Regulatory Compliance , Research and Development , Wealth Management
Consultant:	CT00175
Industry:	Financial Services
Sector:	Life Assurance
Role Type:	Business Consulting
Role:	Subject Matter Expert
Country:	United Kingdom

This consutlant was engaged by a leading life assurer as Subject Matter Expert - Wealth Management incl Wraps.

He was the business lead responsible for overseeing the implementation of a critical business, IT and infrastructure development.

Key Responsibilities included:

Owner of the business content of this critical wealth management development.
Take on supporting responsibility for product management in the wealth management arena, utilizing investment management expertise and market knowledge.
Control and validation of detailed business requirements against proposition and product requirements.
Coordination and control of key stakeholders in sales, customer service and marketing.
Assist in the design and creation of the client's new ‘Investment Office’