At a Glance
- Tasks: Collaborate with the CEO and leadership team to shape strategic direction and drive impactful decisions.
- Company: Join a dynamic fintech company at the forefront of UK retail investing.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Thriving environment for innovative thinkers ready to tackle complex challenges.
- Why this job: Be a key player in transforming the future of retail investing and influencing top-level strategy.
- Qualifications: Experience in consulting or corporate strategy with a strong understanding of the investment landscape.
The predicted salary is between 80000 - 100000 € per year.
About the Role
We’re looking for a Strategy Lead to join our CEO Office. This is a high-impact individual contributor role and a thinking partner for the CEO and leadership team. You’ll be the connective tissue between marketing, product and commercial strategy, anchored in a clear read of the UK retail investor and a serious, broad point of view on where the industry is going next. You’ll help the CEO and leadership team make better calls by joining up customer evidence, competitor and industry intelligence, and forward-looking views, then turning them into recommendations that get adopted. This role suits someone who can hold an opinionated position in a room of senior leaders, write short and land the point, and turn ambiguity into clear recommendations.
What You’ll Do
- Act as a thinking partner to the CEO and leadership team on strategy, leveraging the CEO’s time on market scanning, surfacing what isn’t yet on the radar, and pressure-testing strategy in the room.
- Maintain a current, segment-level view of the UK retail investor, drawing on existing research, InvestEngine customer data, Analytics and Marketing.
- Develop and refresh the house view on where UK retail investing is going next: product trends, emerging categories, competitor positioning and monetisation, and UK regulatory direction.
- Help shape InvestEngine’s business model and monetisation across the value chain, customer-side and supply-side (asset managers across ETFs and mutual funds).
- Act as a dedicated strategic input to the leadership team across Product and Marketing, working with the CPO, Heads of Product and our Head of Marketing to size opportunities, prioritise commercial bets, and connect customer and market evidence to major roadmap and positioning decisions.
- Build the commercial thesis for paid products (pricing, tiering and the case for investment), in partnership with Product and Finance.
- Deliver commercial inputs for fundraising and board materials.
- Translate ambiguous strategic questions into structured recommendations the leadership team can act on.
What We’re Looking For
- Experience in consulting, VC/PE, corporate strategy, or a similar role at a high-growth fintech or consumer business; depth of impact matters more than years.
- A real point of view on UK retail investing, ETFs and the wider investment-platform landscape.
- Comfortable on both sides of the industry: demand side (UK retail investors, competitors, FCA developments) and supply side (asset managers across ETFs and mutual funds: their business models, P&L drivers, and where a platform like IE fits in their value chain).
- Track record of turning customer and market evidence into recommendations adopted by senior leaders.
- Fluent in positioning, segmentation and narrative on one side; roadmap shaping, free-vs-paid tiering and commercial trade-offs on the other.
- Builds credible LTV/CAC, payback and scenario models from scratch in a spreadsheet.
- High ownership, strong written and verbal communication, comfortable challenging and being challenged.
- Operates well in the grey: ambiguous inputs, incomplete data, senior stakeholders.
- Background in fintech, asset management, brokerage or wealth platforms.
- Working knowledge of UK regulatory direction (FCA Consumer Duty, advice/guidance boundary, targeted support).
- Experience contributing to fundraising or board materials.
- Exposure to AI-enabled research and knowledge workflows.
Strategy Lead, CEO Office in London employer: InvestEngine Limited
InvestEngine is an exceptional employer, offering a dynamic work environment where strategic thinkers can thrive. As a Strategy Lead in the CEO Office, you will collaborate closely with senior leadership, driving impactful decisions that shape the future of UK retail investing. With a strong focus on employee growth, a culture of innovation, and the opportunity to influence key business strategies, InvestEngine provides a rewarding platform for those looking to make a significant impact in the fintech industry.
StudySmarter Expert Advice🤫
We think this is how you could land Strategy Lead, CEO Office in London
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those connected to the CEO Office. Use LinkedIn to connect and engage with them; you never know who might put in a good word for you.
✨Tip Number 2
Prepare for those interviews by understanding the company’s strategy inside out. Dive deep into their market position and be ready to discuss how you can contribute to shaping their future direction.
✨Tip Number 3
Showcase your thought leadership! Write articles or posts about trends in UK retail investing and share them on platforms like LinkedIn. This not only demonstrates your expertise but also gets you noticed by key players.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our team.
We think you need these skills to ace Strategy Lead, CEO Office in London
Some tips for your application 🫡
Show Your Strategic Thinking:When writing your application, make sure to highlight your strategic thinking skills. We want to see how you can connect the dots between different areas like marketing and product strategy, just like you would in the role.
Be Opinionated:Don’t shy away from sharing your views! We’re looking for someone who can hold their own in discussions with senior leaders. Use your application to demonstrate your ability to form and articulate strong opinions on UK retail investing.
Keep It Clear and Concise:We appreciate clarity, so make sure your writing is straightforward and to the point. Avoid jargon where possible and focus on delivering your message effectively—this will show us you can write short and land the point.
Tailor Your Application:Make your application personal by tailoring it to our company and the role. Research us a bit and reflect that understanding in your writing. And remember, applying through our website is the best way to get your application in front of us!
How to prepare for a job interview at InvestEngine Limited
✨Know Your Stuff
Make sure you have a solid grasp of the UK retail investing landscape, including trends in ETFs and the competitive environment. Brush up on recent regulatory changes and how they impact the industry. This will help you speak confidently and show that you're not just familiar with the role but also passionate about it.
✨Prepare to Challenge and Be Challenged
In this role, you'll need to hold your ground in discussions with senior leaders. Think about potential questions or challenges you might face during the interview and prepare your responses. Show that you can articulate your opinions clearly and back them up with data and insights.
✨Showcase Your Analytical Skills
Be ready to demonstrate how you've turned customer and market evidence into actionable recommendations in the past. Bring examples of your work, especially any models or analyses you've created. This will highlight your ability to make data-driven decisions, which is crucial for this position.
✨Connect the Dots
Think about how different aspects of the business connect—marketing, product, and commercial strategy. Prepare to discuss how you would approach integrating these areas to support the CEO and leadership team. Showing that you can see the bigger picture will set you apart as a strategic thinker.
