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 team culture focused on clarity, ownership, and transparency.
- Why this job: Make a real impact in a fast-paced environment with a passionate team.
- Qualifications: Experience in consulting or fintech, strong analytical skills, and strategic thinking.
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 roadmap shaping, tiering, and commercial trade‑offs).
- 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 employer: InvestEngine
InvestEngine is an exceptional employer that champions a culture of clarity, ownership, and transparency, making it an ideal place for the Strategy Lead to thrive. With a strong foundation in the fintech sector and a commitment to innovation, employees enjoy meaningful growth opportunities and the chance to make a significant impact from day one. The hybrid working model in London fosters collaboration while allowing for flexibility, ensuring that team members can contribute effectively to shaping the future of UK retail investing.
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 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 UK retail investing landscape inside out. Brush up on current trends, competitor strategies, and regulatory changes. Show us you’re not just a candidate, but a thought leader ready to contribute!
✨Tip Number 3
Practice your pitch! Be ready to articulate your vision for the role and how you can help shape InvestEngine’s strategy. We want to see your passion and how you can connect the dots between marketing, product, and commercial strategy.
✨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, it shows us you’re genuinely interested in being part of our team.
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.
Tailor Your Experience:Don’t just list your past jobs; tailor your experience to match what we’re looking for. If you've worked in fintech or have a strong grasp of UK retail investing, let us know how that experience makes you a great fit for the Strategy Lead role.
Be Clear and Concise:We appreciate clarity in communication. Make your application easy to read and straight to the point. Use bullet points if necessary to break down your achievements and skills, so we can quickly see why you’d be a great addition to our team.
Apply Through Our Website:Make sure to apply through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it shows you’re serious about joining our awesome team at InvestEngine.
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 regulatory changes. This will not only help you answer questions confidently but also demonstrate your genuine interest in the role and the industry.
✨Prepare Strategic Insights
Think about how you can contribute to InvestEngine's strategy. Prepare a few insights or ideas on where you see the market heading and how InvestEngine can lead the charge. This shows initiative and that you're already thinking like a Strategy Lead.
✨Showcase Your Analytical Skills
Be ready to discuss your experience with data analysis and modelling. Bring examples of how you've built LTV/CAC models or contributed to strategic decisions using data. This will highlight your ability to translate complex information into actionable strategies.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly, especially when discussing ambiguous topics. The ability to communicate complex ideas simply is crucial for this role. Consider doing mock interviews with a friend to refine your delivery and ensure you come across as confident and knowledgeable.
