At a Glance
- Tasks: Lead strategic initiatives and partner with the CEO to shape the future of UK retail investing.
- Company: Join a high-growth fintech company at the forefront of investment innovation.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Collaborative culture with a focus on innovation and strategic thinking.
- Why this job: Make a real impact by influencing key decisions in a dynamic leadership environment.
- Qualifications: Experience in consulting or corporate strategy with a strong understanding of UK retail investing.
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 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 meaningful impact in the fintech space.
StudySmarter Expert Advice🤫
We think this is how you could land Strategy Lead, CEO Office
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those connected to the CEO Office. A friendly chat can lead to insider info about the role and even a referral.
✨Tip Number 2
Prepare for the interview by understanding the company’s strategy and recent developments in the UK retail investing space. Show us you’re not just another candidate; bring your insights to the table!
✨Tip Number 3
Practice articulating your thoughts clearly and confidently. You’ll need to present your opinions effectively to senior leaders, so get comfortable with concise communication.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Strategy Lead, CEO Office
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. Make your opinions clear and back them up with evidence from your experience or research.
Keep It Concise:We appreciate brevity! Your application should be clear and to the point. Focus on delivering your key messages without unnecessary fluff, as this reflects the ability to write short and land the point effectively.
Apply Through Our Website:Make sure to submit your application through our website. This helps us keep track of all applications and ensures you’re considered for the role. Plus, it’s super easy to do!
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 a role like this, 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. Practising articulating your opinions clearly will demonstrate your ability to navigate ambiguity and provide structured recommendations.
✨Showcase Your Analytical Skills
Be ready to discuss how you've turned customer and market evidence into actionable recommendations in the past. Bring examples of your work with LTV/CAC models or any commercial strategies you've developed. This will highlight your analytical prowess and your ability to contribute to strategic decision-making.
✨Connect the Dots
Demonstrate your ability to connect marketing, product, and commercial strategies. Prepare to discuss how you would approach building a commercial thesis for paid products or shaping business models. Showing that you can think holistically about the company's strategy will set you apart as a candidate who can truly add value.
