Fund Services Manager

M&G plc.
12 Jan 2021
14 Jan 2021
Contract Type
Full Time
At M&G our vision is: to become the best loved and most successful savings and investment business and we're looking for people who are excited about joining us on our journey. We're digitally transforming and investing heavily in technology and innovation to develop new and improved customer propositions that really raise the bar for our customers. To help us achieve our vision we're looking for exceptional people who live our values and behaviours and who can inspire others; embrace change; deliver results and keep it simple.

We know that an inclusive environment makes us more accessible and ensures we attract, engage, promote and retain exceptional people. We welcome applications from all individuals regardless of age, gender/gender identity, sexual orientation, ethnicity/nationality, disability, or military service and welcome those who have taken career breaks. We will consider flexible working arrangements or home working arrangements for any of our roles.

What you can expect from us:
We are committed to creating an environment where you can be exceptional at all you do. To help us deliver this, we promise to:
  • Challenge Your Limits by creating a stimulating working environment and providing opportunities for you to be involved in meaningful and challenging work
  • Support Your Aspirations with a commitment to learning and development that helps you achieve and build your experience with people who want you to succeed
  • Value Your Input whereby leaders and managers will involve you in key decisions, listen to your thoughts and recognise the important contribution you make
  • Balance Your Life through a work life partnership that focuses on making this an inclusive, diverse and friendly place to work and offers the flexibility and support that enables everyone to be at their best

How do we support our employees:
All M&G plc employees will be supported in the workplace through our LifeWorks employee assistance programme which is run by Canada Life. If you need counselling, confidential financial or legal advice. T he service is available 24 hours a day, 365 days a year and offers access to qualified professionals who can provide specialist information, advice and support on many issues. It offers a broad range of services, including help with family issues, maintaining work/life balance and mental health support.

M&G's UK offices are based in London, Edinburgh and Stirling. The Fund Marketing team are Edinburgh based. All colleagues are currently working remotely and expect to return to the office in 2021, only if it is safe to do so. We are happy to consider remote working for this position and would expect you to be able to travel to the Edinburgh office on occasion when appropriate.

The Role:

As part of the Fund Marketing team, be responsible for the delivery of regular fund reporting over all funds available through Prudential products. This includes outsourced online factsheets (including contractual ownership and management) and in-house produced factsheets and fund reporting. Plus, people management responsibility for two Colleagues.

Key Work Level Accountabilities:

Experienced Colleague:
  • Accountable for providing a quality service or product to customers and stakeholders, using skills/experience built through significant practical experience or training
  • Accountable for ensuring the team the role supports is delivering a quality service or product
  • Works within established frameworks and procedures, with the freedom to interpret them to solve a range of problems
  • Delivers outputs that are clearly defined, using discretion over how to achieve them
  • Makes suggestions for improvements to the work of the team, based on previous experience and knowledge of similar situations

Key Responsibilities for this role:
  • Manage two Colleagues to deliver the day-to-day fund reporting work - setting their direction and targets plus reviewing and signing off their work
  • Propose and deliver fund reporting efficiencies, developments and improvements
  • Monitoring of outsourced factsheet production
  • Contract management of the external fund data and product suppliers that provide the online factsheets listed on our websites
  • Management of Prudential fund data questions/issues and delivering required fixes
  • Budget management
  • Work with new and existing Projects - analysing impacts and supporting required delivery
  • To work collaboratively with colleagues throughout the business and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customer outcomes and a reduction in M&G's operational risk.

Key Knowledge, Skills & Experience:
  • Experience of developing fund marketing materials in a customer centric manner
  • Experience of delivering fund reporting and communications
  • Experience of marketing environments in Financial Services
  • Experience of both working with, and managing relationships with, external fund data providers
  • Experience of marketing tools and techniques
  • Relevant professional qualification is desirable
  • Working knowledge of industry best practice, good network/links with external bodies and individuals on the same field
  • Knowledge of Prudential products, systems and distribution
  • Working knowledge of life and pensions products, markets and competitors
  • Working knowledge of financial services regulatory and legislatory frameworks

Work Level: Experienced Colleague
Recruiter Name: Phoebe Ewers
Closing Date: 29th January 2020

We live by four behaviours at M&G and we ask all our employees to:
  • Inspire Others - Support and encourage each other, creating an environment where everyone can contribute and succeed
  • Embrace Change - Be open to change, willing to be challenged and able to adapt quickly and imaginatively to new ideas
  • Deliver Results - Focus on outcomes, set high standards and deliver with energy and determination
  • Keep it Simple - Cut through complexity and bureaucracy, be clear and decisive and never overcomplicate things