On the Scottish Widows Platform, we have around 90 Discretionary Fund Managers (DFMs), with model portfolios containing over £4bn Assets Under Management. These relationships need to be well run to ensure service levels meet expectations and needs, to ensure that they are able to continue using our platform. You'll be part of a dynamic team who support the growth of both our DFM and Fund Manager Relationships for the Platform. We're responsible for the Investment Proposition and its governance to ensure we offer a compelling and appropriate range of mutual funds and exchange traded assets for our advisers, DFMs, customers and white label partners. You'll be working collaboratively and proactively with numerous internal partners, including Legal, Distribution, Investment Services, Issue Management and other teams across Scottish Widows to ensure that all aspects of DFM activity are delivered.
What you'll be doing:
You'll focus on actively supporting tactical and strategic opportunities to expand and improve the DFM proposition, supporting the sales effort and growth of Assets Under Management on the platform. You'll own the fund requests from your panel of DFMs for onboarding of new funds. This will involve working on case prioritisation and liaison with the Fund On-boarding Team. You'll learn how to use the X-Hub system which is where DFMs transact their model portfolios on the Scottish Widows Platform. Full training will be provided. Responsible for timely communication of platform upgrades, planned outages and any relevant business information to your panel of DFMs. Be the point of contact and partner concern for any queries and requests DFMs may have and any issues the DFM encounters. Consumer Duty has introduced the requirement to review the assessment of value of all DFM Model Portfolios on the SW Platform. Hold relationship meetings with DFMs on your panel, as required. Some DFMs require attendance at regular due diligence meetings and completion of due diligence questionnaires. Maintain an up-to-date list of DFMs on the Scottish Widows Platform website. Working with Marketing to ensure data is updated at least quarterly. You'll have the opportunity to get involved in other project work related to our investment proposition, for example as new Regulation is brought in or new business opportunities are presented. Minimum Requirements:
Validated experience of mutual funds and fund regulation is required. Knowledge of investment vehicles, such as Exchange Traded Assets. Experience of building positive and strategic partnerships with DFMs. Proven leadership skills to resolve issues. Some awareness of DFM models would be preferable, but not crucial. You should have good problem-solving skills and phenomenal attention to detail. You should be proficient in Excel and PowerPoint. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So, if you'd like reasonable adjustments to be made to our recruitment processes, just let us know. Benefits:
A generous pension contribution of up to 15%. An annual performance-related bonus. Share schemes including free shares. Benefits you can adapt to your lifestyle, such as discounted shopping. 30 days' holiday, with bank holidays on top. A range of wellbeing initiatives and generous parental leave policies.
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You'll focus on actively supporting tactical and strategic opportunities to expand and improve the DFM proposition, supporting the sales effort and growth of Assets Under Management on the platform. You'll own the fund requests from your panel of DFMs for onboarding of new funds. This will involve working on case prioritisation and liaison with the Fund On-boarding Team. You'll learn how to use the X-Hub system which is where DFMs transact their model portfolios on the Scottish Widows Platform. Full training will be provided. Responsible for timely communication of platform upgrades, planned outages and any relevant business information to your panel of DFMs. Be the point of contact and partner concern for any queries and requests DFMs may have and any issues the DFM encounters. Consumer Duty has introduced the requirement to review the assessment of value of all DFM Model Portfolios on the SW Platform. Hold relationship meetings with DFMs on your panel, as required. Some DFMs require attendance at regular due diligence meetings and completion of due diligence questionnaires. Maintain an up-to-date list of DFMs on the Scottish Widows Platform website. Working with Marketing to ensure data is updated at least quarterly. You'll have the opportunity to get involved in other project work related to our investment proposition, for example as new Regulation is brought in or new business opportunities are presented. Minimum Requirements:
Validated experience of mutual funds and fund regulation is required. Knowledge of investment vehicles, such as Exchange Traded Assets. Experience of building positive and strategic partnerships with DFMs. Proven leadership skills to resolve issues. Some awareness of DFM models would be preferable, but not crucial. You should have good problem-solving skills and phenomenal attention to detail. You should be proficient in Excel and PowerPoint. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So, if you'd like reasonable adjustments to be made to our recruitment processes, just let us know. Benefits:
A generous pension contribution of up to 15%. An annual performance-related bonus. Share schemes including free shares. Benefits you can adapt to your lifestyle, such as discounted shopping. 30 days' holiday, with bank holidays on top. A range of wellbeing initiatives and generous parental leave policies.
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