At a Glance
- Tasks: Lead the development of innovative investment propositions for the UK market.
- Company: Join a forward-thinking investment management firm focused on sustainability.
- Benefits: Competitive salary, leadership opportunities, and a dynamic work environment.
- Other info: Collaborative culture with a focus on ESG and responsible investment.
- Why this job: Shape the future of investment strategies while making a positive impact.
- Qualifications: Senior leadership experience in investment management and strong communication skills.
The predicted salary is between 60000 - 75000 £ per year.
Overview
Own Investment Proposition development and management across insured fund range, insured smoothed fund range, curated internal and external OEIC ranges, ensuring a compelling proposition for the UK advised market.
Create and deliver the Investment Proposition strategy and multi year roadmap, strengthening competitiveness within targeted adviser Centralised Investment Propositions (CIPs) and Centralised Retirement Propositions (CRPs).
Provide market led design preferences into the Life Investment Office who are responsible for structuring, execution and monitoring of multi asset solutions, aiming for a clear and consistent narrative across the fund ranges.
Curate the OEIC range (both internal and external OEICS) available in our open architecture products.
Collaborate with in house and external MPS providers to create a strong complementary smoothed fund MPS range suitable for the target market.
Act as senior owner with delegated responsibility for the Consumer Duty and conduct aspects of the fund ranges for both open and closed investment propositions.
Provide visible leadership on ESG and responsible investment, communicating sustainability preferences into proposition design and proposition reviews.
Own the investment communications agenda for the adviser market, collaborating with marketing and Life Investment Office to deliver clear, compliant, and adviser relevant investment insight and key marketing messages.
Work with the Life Investment Office and Distribution to ensure all fund related communication is market leading and meets all standards of customer understanding and adviser needs.
Lead and develop a high performing investment proposition team, establishing clear accountabilities, governance cadence, and cross functional collaboration with Product, Distribution, LIO, Risk, Compliance, and Operations.
Ensure all propositions support good customer outcomes, clear target market definitions, ongoing value, and alignment with UK regulatory expectations while maintaining commercial competitiveness
Responsibilities
- Senior leadership experience in investment management, wealth, insurance, or DFM environments, with accountability for multi asset investment propositions.
- Knowledge of retail market investment solutions, adviser facing ecosystem and adviser investment communication experience, with the ability to articulate complex investment concepts clearly and credibly to UK wealth advisers and platforms.
- Experience in retirement focused solutions, including decumulation, volatility management, or smoothed outcomes within CRP aligned propositions.
- Deep experience of multi asset portfolios across insured funds, smoothed funds and/or OEIC structures, including risk management, and performance oversight.
- Proven experience of MPS design and governance, including either in house discretionary models, outsourced DFM arrangements, or hybrid/co manufactured solutions.
- Experience leading or shaping ESG / responsible investment integration, including stewardship expectations and governance of sustainability claims.
Requirements
- Senior leadership experience in investment management, wealth, insurance, or DFM environments, with accountability for multi asset investment propositions.
- Knowledge of retail market investment solutions, adviser facing ecosystem and adviser investment communication experience, with the ability to articulate complex investment concepts clearly and credibly to UK wealth advisers and platforms.
- Experience in retirement focused solutions, including decumulation, volatility management, or smoothed outcomes within CRP aligned propositions.
- Deep experience of multi asset portfolios across insured funds, smoothed funds and/or OEIC structures, including risk management, and performance oversight.
- Proven experience of MPS design and governance, including either in house discretionary models, outsourced DFM arrangements, or hybrid/co manufactured solutions.
- Experience leading or shaping ESG / responsible investment integration, including stewardship expectations and governance of sustainability claims.
- ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility.
This unique feature helps candidates tailor their applications more effectively - a feature exclusive to Job Tailor job listings.
- Hard Skills
- investment proposition development
- multi-asset investment solutions
- risk management
- performance oversight
- MPS design
- governance
- ESG integration
- retirement-focused solutions
- decumulation
- volatility management
- Soft Skills
- leadership
- communication
- collaboration
- accountability
- cross-functional collaboration
- strategic thinking
- market insight
- customer understanding
- articulation of complex concepts
- team development
