At a Glance
- Tasks: Collaborate with the CEO to shape strategy and drive innovation in retail investing.
- Company: Join a leading fintech firm revolutionising the UK retail-investing market.
- Benefits: Competitive salary, hybrid working, and opportunities for personal growth.
- Other info: Dynamic role with significant career advancement potential.
- Why this job: Make a real impact in a fast-paced environment with a passionate team.
- Qualifications: Experience in consulting or fintech, with strong analytical and communication skills.
The predicted salary is between 80000 - 100000 £ per year.
About InvestEngine
InvestEngine is everything the modern investor should need: unbeatable value, market‑leading automation, and built for simple, long‑term investing. We've built a strong foundation with £3 billion invested, award‑winning service, and a passionate, high‑calibre team. Now we're entering the next stage: shaping where the UK retail‑investing market goes next and making sure InvestEngine leads it.
About the Role
We’re looking for a Strategy Lead to join our CEO Office. This high‑impact individual contributor role is 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 broad point of view on where the industry is going next.
What You’ll Do
- Act as a thinking partner to the CEO and leadership team on strategy, leveraging market scanning and surfacing what isn’t yet on the radar.
- Maintain a current, segment‑level view of the UK retail investor, drawing on existing research, customer data, analytics, and marketing.
- Develop and refresh the house view on where UK retail investing is going next, including product trends, emerging categories, competitor positioning, monetisation, and regulatory direction.
- Help shape InvestEngine’s business model and monetisation across the value chain, both customer‑side and supply‑side.
- Provide strategic input across product and marketing, working with the CPO, heads of product and marketing to size opportunities, prioritise commercial bets, and connect evidence to roadmap 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, venture capital, private equity, corporate strategy, or a similar role at a high‑growth fintech or consumer business.
- 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 (retail investors, competitors, FCA developments) and supply side (asset managers, their business models, P&L drivers).
- Track record of turning customer and market evidence into recommendations adopted by senior leaders.
- Fluency in positioning, segmentation, and narrative on one side; roadmap shaping, tiering, and commercial trade‑offs on the other.
- Ability to build 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 ambiguous, incomplete, senior‑stakeholder environments.
- Background in fintech, asset management, brokerage or wealth platforms.
- Working knowledge of UK regulatory direction (FCA Consumer Duty, guidance boundary, targeted support).
- Experience contributing to fundraising or board materials.
- Exposure to AI‑enabled research and knowledge workflows.
How We Work
We’re a lean, fast‑moving team that values clarity, ownership, and transparency. You’ll have real impact from day one and room to grow as we scale. We share decisions openly, work alongside high‑calibre colleagues, and solve problems at the root, not just the symptoms. Hybrid working from London balances outcomes and in‑person collaboration.
Strategy Lead, CEO Office in London employer: InvestEngine
InvestEngine is an exceptional employer that fosters a dynamic and innovative work culture, where employees are empowered to make impactful contributions from day one. With a strong focus on employee growth and development, the company offers unique opportunities to shape the future of UK retail investing while collaborating with a passionate team in a hybrid working environment based in London. Join us to be part of a forward-thinking organisation that values clarity, ownership, and transparency, ensuring that your voice is heard and your ideas matter.
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 the industry, especially those connected to InvestEngine. A friendly chat can open doors and give you insights that might just set you apart from the crowd.
✨Tip Number 2
Prepare for the interview by understanding the latest trends in UK retail investing. Show us you’re not just another candidate; demonstrate your passion and knowledge about where the market is heading.
✨Tip Number 3
Practice articulating your thoughts clearly. As a Strategy Lead, you’ll need to translate complex ideas into actionable recommendations. Get comfortable with discussing your insights and strategies in a concise manner.
✨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 take that extra step to connect with us directly.
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 Data-Driven:Use data to back up your claims! Mention any experience you have with customer data, analytics, or market research. This will show us that you understand the importance of evidence-based recommendations.
Tailor Your Application:Don’t just send a generic application. Tailor it to reflect your understanding of the UK retail investing landscape and how your experience aligns with our needs. We love seeing candidates who take the time to do this!
Apply Through Our Website:Make sure to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people!
How to prepare for a job interview at InvestEngine
✨Know Your Market Inside Out
Before the interview, dive deep into the UK retail investing landscape. Familiarise yourself with current trends, key players, and emerging categories. This will not only help you answer questions confidently but also demonstrate your genuine interest in the role.
✨Prepare Strategic Insights
Think about how you can contribute to InvestEngine's strategy. Prepare a few insights or recommendations based on your understanding of the market and customer data. This shows that you're proactive and ready to add value from day one.
✨Showcase Your Analytical Skills
Be ready to discuss your experience with data analysis and modelling. Bring examples of how you've turned customer insights into actionable strategies. This is crucial for a role that requires translating complex information into clear recommendations.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly, especially when discussing ambiguous strategic questions. The ability to communicate effectively with senior stakeholders is key, so ensure you can present your ideas in a structured manner.
