At a Glance
- Tasks: Design and manage workplace pension investment propositions to improve customer outcomes.
- Company: Join Lloyds Banking Group, a leader in innovative finance and diversity.
- Benefits: Competitive salary, generous pension contributions, 30 days holiday, and flexible working.
- Other info: Dynamic environment with a commitment to diversity, equity, and inclusion.
- Why this job: Make a real impact on investment solutions that support over 10 million customers.
- Qualifications: Experience in workplace pensions and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
LOCATION: Edinburgh or London
SALARY: Competitive - will be discussed at interview stage
HOURS: Full time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of your time, at our Edinburgh office.
About This Opportunity
We're looking for an Investment Proposition Manager to join our Investment Solutions team within Insurance, Pensions and Investments (IP&I). IP&I supports over 10 million customers across investments, retirement and insurance. Through Scottish Widows, we deliver high-quality investment solutions and continue to evolve our proposition to meet changing customer needs and improve outcomes. This role sits within the Investment Proposition team, with a focus on Workplace Pensions. You'll support the design, development and ongoing management of the workplace investment proposition. Working closely with teams including asset allocation, portfolio management, risk and governance, you'll help ensure solutions meet regulatory requirements and deliver good member outcomes. You'll also contribute to proposition development, including sustainability and responsible investment. Your work will support improved customer outcomes and strengthen our workplace investment proposition.
What you'll be doing
- Driving and supporting solution design, evolution and ongoing management of the Workplace pension investment proposition, including default strategies and fund ranges.
- Working closely with propositional and governance colleagues, acting as a bridge between Investments and the wider business to translate strategy, regulation and insight into clear, deliverable investment solutions.
- Driving ongoing relevance of the proposition through analysis of customer needs, market developments and competitor trends, and translating this insight into proposition improvements.
- Supporting the full lifecycle management of workplace investment solutions, including enhancements to existing propositions and input to new solution development.
- Leading and contributing to investment design and policy activity, including proposition documentation, member-facing materials and supporting tools.
- Providing targeted investment and proposition support to distribution teams when required, including engagement with Investment Distribution Specialists, and supporting external activity.
- Providing broader proposition support across Advice and Direct-to-Consumer channels when required.
- Contributing to governance frameworks and operating within defined risk, legal and regulatory standards.
What we're looking for
- Experience in Workplace DC pensions with a focus on investment proposition.
- Strong knowledge of default investment strategies, lifestyle strategies and workplace fund ranges.
- Understanding of the workplace pensions market including members, employers, trustees advisers and providers.
- Broad investment knowledge including asset allocation, fund structures and investment design.
- Experience contributing to investment proposition development within a pension provider consultancy or asset manager.
- Strong analytical skills with experience assessing market trends, customer needs and competitor positioning.
About working for us
Our ambition is to be the top tier UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we're committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.
We also offer a wide-ranging benefits package, which includes:
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 30 days' holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
Ready for a career where you'll learn and thrive? Apply today and find out more.
Investment Propositions Manager employer: Lloyds Banking Group
Lloyds Banking Group is an exceptional employer that champions innovation and inclusivity, making it a fantastic place for an Investment Propositions Manager to thrive. With a hybrid working model based in vibrant Edinburgh or London, employees benefit from a competitive salary, generous pension contributions, and a commitment to personal growth through diverse initiatives. The company fosters a supportive culture that prioritises employee wellbeing and development, ensuring that every team member can contribute meaningfully to shaping finance as a force for good.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Propositions Manager
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Lloyds Banking Group, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Lloyds Banking Group.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Lloyds Banking Group.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Lloyds Banking Group, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Propositions Manager
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Lloyds Banking Group want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Lloyds Banking Group.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Lloyds Banking Group will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Lloyds Banking Group. Numbers speak louder than words!
How to prepare for a job interview at Lloyds Banking Group
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Lloyds Banking Group want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withLloyds Banking Group.
