Product Innovation Lead at Robert Walters

Qualifications and experience required for the Product Innovation Lead:

• Bachelor’s degree in Finance or Actuarial Sciences or a related field is required
• CFA designation or Actuarial background is essential
• 5 - 10 years’ experience within financial services, including at least 4 years focused on platform or product enablement roles
• In-depth knowledge of the LISP (platform) industry, including regulatory frameworks such as Regulation 28, Pension Fund Act, Long-term Insurance Act and associated products and pricing models
• Proven track record working collaboratively with cross-functional teams on large-scale projects or initiatives

Key duties of the Product Innovation Lead:

• Design product solutions that align with client goals and future business needs.
• Manage platform capabilities to support diverse advice segments.
• Lead implementation of new products and system changes, focusing on operations and user experience.
• Support marketing and roll-out of wealth management initiatives.
• Evaluate product solutions considering regulatory, compliance and financial impacts.
• Conduct market research to identify opportunities for product development or optimization.
• Provide expert input on strategic initiatives and project delivery.
• Monitor market trends, competitors and regulations to ensure competitiveness and compliance.
• Track performance of existing solutions to identify successes or areas for improvement.
• Present proposals to governance forums and executive boards.