Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and develop innovative investment products while ensuring compliance and customer satisfaction.
- Company: Leading wealth management organisation with a focus on growth and innovation.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional development.
- Why this job: Join a dynamic team and shape the future of investment products in a thriving industry.
- Qualifications: Experience in product management within investment or wealth management; strong analytical skills.
- Other info: Exciting opportunity to influence strategy and work with a diverse team.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a leading wealth management organisation seeking an experienced Investment Product Manager to support the development and ongoing management of the firm's investment products and solutions. This role sits within a growing investment proposition function and offers the opportunity to influence both the current and future investment offering across a broad range of products, including multi-asset funds, alternative investments, segregated accounts, C&E portfolios, and self-select solutions.
As Investment Product Manager, you will play a key role in ensuring investment products remain competitive, commercially viable, compliant, and aligned to delivering good customer outcomes. Key responsibilities include:
- Supporting the development and ongoing management of wealth investment products and solutions.
- Keeping the customer proposition team and wider business up to date on market trends, competitor activity, and the evolving regulatory landscape impacting wealth investment products, identifying opportunities this presents.
- Developing a strong understanding of cost-to-serve and commercial drivers for each investment product family, contributing to pricing and proposition recommendations.
- Working with data analytics colleagues to be accountable for MI across all investment products and solutions, building a detailed, data-led understanding of the existing customer base.
- Owning the end-to-end customer journey and experience across wealth investment products and solutions.
- Partnering with client-facing operations and second-line teams to review customer journeys and ensure delivery of a best-in-class client experience, maintaining accurate journey documentation.
- Conducting annual end-to-end product reviews, target market assessments, and fair value assessments in line with regulatory and internal governance requirements.
- Ensuring products remain suitable for end investors and continue to deliver good customer outcomes, feeding findings into relevant governance forums and being accountable for follow-up actions.
- Establishing appropriate product controls, testing their effectiveness, and operating in line with risk management frameworks.
- Maintaining robust product documentation and governance materials.
What We're Looking For:
- Strong experience in a product development or product management role within the investment or wealth management industry.
- Deep knowledge of investments, investment vehicles, funds, segregated accounts, and current industry trends.
- Strong understanding of personal banking investor types and the products and services offered by UK wealth managers.
- Proven experience developing MI dashboards to monitor Consumer Duty outcomes, fair value assessments, and periodic product reviews.
- Knowledge of sustainable and responsible investing, including relevant regulations such as SDR and SFDR.
- Strong understanding of the financial drivers and commercial considerations of wealth management products and solutions.
- Excellent stakeholder management skills, with the ability to influence effectively and build relationships at all levels within Wealth plc and across the wider group.
- Strong understanding of regulatory requirements and industry best practice, including PROD, Consumer Duty, MiFID, COLL, IDD, and AIFMD.
- Experience presenting technical and non-technical information clearly and confidently to senior audiences.
- Analytical and data-driven, with confidence interpreting data to support recommendations and decision-making.
This is a compelling opportunity to join a wealth management organisation at an exciting stage in the evolution of its investment proposition, offering genuine influence over both current products and future strategy.
Investment Products Manager (Wealth Management) in Ilford employer: Morson Edge
Contact Detail:
Morson Edge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Products Manager (Wealth Management) in Ilford
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of current market trends and investment products. Be ready to discuss how your experience aligns with the needs of the firm, especially around customer outcomes and product management.
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've used data to drive decisions in previous roles. This will demonstrate your ability to contribute to MI dashboards and fair value assessments, which are crucial for the Investment Products Manager role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investment Products Manager (Wealth Management) in Ilford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Products Manager role. Highlight your experience in product development and management within the wealth management industry, showcasing your knowledge of investment vehicles and current trends.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Use it to demonstrate your understanding of the customer journey and how you can contribute to delivering excellent outcomes for clients.
Showcase Your Analytical Skills: Since this role involves working with data analytics, make sure to highlight any experience you have with MI dashboards or interpreting data. We want to see how you've used data to drive decisions in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves, and you can easily keep track of your application status!
How to prepare for a job interview at Morson Edge
✨Know Your Investment Products
Make sure you have a solid understanding of the investment products and solutions relevant to the role. Brush up on multi-asset funds, alternative investments, and segregated accounts. Being able to discuss these confidently will show your expertise and passion for the industry.
✨Stay Updated on Market Trends
Research current market trends and competitor activities in wealth management. This knowledge will help you demonstrate your ability to keep the customer proposition team informed and identify opportunities for product development during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with data analytics and MI dashboards. Be ready to explain how you've used data to monitor outcomes and make recommendations. This will highlight your analytical mindset, which is crucial for the role.
✨Demonstrate Stakeholder Management
Think of examples where you've successfully influenced stakeholders or built relationships across different levels. This will showcase your strong communication skills and ability to work collaboratively, which are key for an Investment Product Manager.
