Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Jack Cunningham

Bo'ness

Summary

Dynamic and innovative Proposition Consultant with 7 years of experience in financial services. Proven track record in shaping and delivering propositional solutions for pensions, bonds and investment products. With a key area of focus on adviser needs and their supporting digital journey design. Adept at Agile/ waterfall methodologies, change management framework and regulatory conduct compliance. My focus is to deliver clear seamless solutions in keeping with my longer term strategic goals to drive business growth and user satisfaction.

Overview

7
7
years of professional experience
2
2
years of post-secondary education

Work History

Proposition Consultant

Standard Life
Edinburgh, West Lothian
02.2020 - Current
  • Leading digital development of both secure message pilot and nominate beneficiaries journey due to go live at beginning of April
  • Overseen the deployment and business readiness planning of the new Dash Adviser platform and phased roll out to 23,000 advisers - supporting on extended business readiness post launch due to TTP3 migration
  • Leading day to day on several digital AOP projects including, bulk valuations, International Bond Quote and Apply, Online Drawdown, Secure Message, Nominate Beneficiaries and Client Reporting v2
  • Owner of the conduct risk controls in RI proposition responsible
  • Project sponsor and Proposition lead on Adviser Decency Limits project - this project is making a fundamental change to the way to support our adviser population and their client with regards to how they charge for their services
  • Developed and launched our future advantage client reporting tool in January developed Space01



Digital Proposition Architect - SME

Standard Life
Edinburgh, West Lothian
02.2019 - 02.2020
  • Spent a year working and learning with our customer digital mobile app team - responsible for shaping journeys briefed by proposition to create innovative approaches for the end customer
  • Designed the Journeys for our customer consolidation and nominate beneficiaries journey
  • Attended refinement, review, sprint planning and daily stand up sessions for both projects - these were delivered within 4 months with minimal changes and retest required
  • Learned key agile principals and ways of working and how these can be utilised to phase approaches, drive efficiency and encourage failing fast

Customer operations representative

Standard Life
Edinburgh, West Lothian
01.2018 - 02.2019

Education

Diploma of Higher Education - Structural Enginerring

Heriot Watt University
Edinburgh
09.2015 - 05.2017

Skills

  • Agile methodology knowledge
  • Advised Conduct Risk reporting expertise
  • Backlog management tool (Jira, confluence, Trello)
  • Data Driven decision making (GA tagging, Tableau, Power BI)
  • End to end propositional delivery
  • Financial product knowledge (SIPP, Onshore and Offshore Bonds, Investment Platforms)
  • Influential communication
  • Knowledge of customer and adviser behaviours
  • Microsoft office suite proficiency
  • Strong business contact network
  • Problem Solving and solution design
  • Understanding of digital landscape amongst competition
  • UX/UI Collaboration

Affiliations

  • Board member - West Lothian Golf Club
  • Golf enthusiast

Timeline

Proposition Consultant

Standard Life
02.2020 - Current

Digital Proposition Architect - SME

Standard Life
02.2019 - 02.2020

Customer operations representative

Standard Life
01.2018 - 02.2019

Diploma of Higher Education - Structural Enginerring

Heriot Watt University
09.2015 - 05.2017

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Jack Cunningham