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- Tasks: Lead the development of investment propositions and analyse market performance.
- Company: Join Aegon, a company dedicated to helping people live their best lives through pensions and investments.
- Benefits: Enjoy a competitive salary, generous leave, private medical cover, and lifestyle perks.
- Why this job: Be part of a collaborative team making a real impact in the investment sector.
- Qualifications: Experience in workplace pensions and strong communication skills are essential.
- Other info: Hybrid work model with a minimum of 40% office presence required.
The predicted salary is between 63440 - 95160 £ per year.
Workplace Investment Proposition Manager
Permanent Location: Edinburgh or London (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time)
Salary: A competitive salary from £63,440 - £95,160 depending on the experience you can bring
Closing date: 26th May 2025
We’re a company of ambitious, collaborative problem-solvers who get things done – we’re looking for like-minded people to join us. We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.
The Workplace Investment Proposition Manager is responsible for leading the development of a range of investment proposition initiatives as required by business needs. This is a role which will require drive, investment expertise and stakeholder management, whilst delivering solutions which meet customer and market needs to drive growth for Aegon.
Key Responsibilities include:
- Reviewing market and competitor sales and investment performance, gaining insights and conducting analysis of competitive position for workplace propositions.
- Producing and managing business cases to support the development of new propositions.
- Working with Investment Business Development colleagues to create proposition concepts to meet market needs.
- Ensuring that the correct governance frameworks are followed.
- Working with Distribution and Marketing to develop go-to-market plans.
- Presenting investment solutions to external clients and internal stakeholders including Committees.
- Maintaining a thorough knowledge of the UK investment marketplace and its dynamics, providing informed opinion into AEGON Distribution teams – contributing to ensuring a strong workplace proposition within a highly competitive market at all times.
We’d love to hear from you if you have:
- Experience in workplace pensions, particularly from a client facing background in supporting and developing workplace investment propositions.
- Experience as an Investment Proposition Manager / Investment Consultant or a Senior Analyst looking for the next step up.
- Strong knowledge of workplace member investment needs.
- Excellent written and verbal communication skills and confident presentation capabilities, with extensive stakeholder management skills.
- Experience in delivery of projects / initiatives.
- Relevant industry recognised qualifications favourable e.g. IMC.
What’s in it for you?
- A non-contributory pension between 8%-12%
- A discretionary bonus, depending on personal and company performance
- 34 days leave per year (including bank holidays, pro-rated for part-time)
- We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.
We’re looking for talented individuals who are ready to make a real impact. If you’re excited about new challenges and want to work with a team that values your skills, apply today!
The legal bits: We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.
Equal Opportunity Employer: We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.
Workplace Investment Proposition Manager employer: Transamerica Corporation
Contact Detail:
Transamerica Corporation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Workplace Investment Proposition Manager
✨Tip Number 1
Familiarise yourself with the latest trends in workplace pensions and investment propositions. Understanding the current market dynamics will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the investment sector, especially those who have experience in workplace propositions. Engaging in conversations can provide valuable insights and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed stakeholder relationships in previous roles. This is crucial for the Workplace Investment Proposition Manager position, as strong communication skills are key.
✨Tip Number 4
Research Aegon's values and recent initiatives. Tailoring your discussions around their mission and how you can contribute to their goals will show that you're not just looking for any job, but are genuinely interested in being part of their team.
We think you need these skills to ace Workplace Investment Proposition Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in workplace pensions and investment propositions. Use keywords from the job description to demonstrate that you meet the specific requirements of the Workplace Investment Proposition Manager role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the investment marketplace and your experience in stakeholder management. Be sure to explain why you're excited about the opportunity at Aegon and how you can contribute to their goals.
Showcase Your Communication Skills: Since excellent written and verbal communication skills are essential for this role, ensure that your application is clear, concise, and free of errors. Consider including examples of past presentations or client interactions to illustrate your capabilities.
Highlight Relevant Qualifications: If you have any industry-recognised qualifications, such as the IMC, make sure to mention them prominently in your application. This will help demonstrate your commitment to professional development and your suitability for the role.
How to prepare for a job interview at Transamerica Corporation
✨Know Your Market
Familiarise yourself with the current trends in workplace pensions and investment propositions. Be prepared to discuss recent market developments and how they could impact Aegon's offerings.
✨Showcase Your Stakeholder Management Skills
Prepare examples of how you've successfully managed stakeholders in previous roles. Highlight your communication skills and ability to present complex information clearly, as this will be crucial for the role.
✨Demonstrate Analytical Thinking
Be ready to discuss how you approach market analysis and competitor performance reviews. Share specific instances where your insights led to successful business cases or proposition developments.
✨Align with Company Values
Research Aegon's commitment to diversity, equity, and inclusion. Be prepared to discuss how your personal values align with theirs and how you can contribute to fostering an inclusive workplace.
