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For Companies At a Glance
- Tasks: Lead the strategy and governance of our Enterprise Investment Scheme (EIS) products.
- Company: Join Octopus, a B Corp investing in impactful financial solutions since 2000.
- Benefits: Enjoy competitive salary, flexible holidays, wellness support, and private medical insurance.
- Why this job: Shape innovative financial products while making a positive impact on investors' lives.
- Qualifications: Experience in product management within financial services, especially EIS or tax-advantaged products.
- Other info: We value diversity and inclusion, offering support for candidates with disabilities.
The predicted salary is between 43200 - 72000 £ per year.
Founded in 2000, Octopus is a group of businesses investing in the people, ideas and industries that will change the world. We’re passionate about helping people get more from their money and have built an ecosystem of businesses that do just that — including Octopus MoneyCoach, Seccl, and Octopus Wealth.
AtOctopus Investments , we’re experts in financial services and proud to be a certifiedB Corp . That means we care as much about the impact of our investments as the returns they generate. Today, we manage more than£12.4 billion on behalf of retail and institutional investors.
We think working here is great, but we’re understandably bias. Clickhere to explore Life at Octopus.
About the Role
What We\’re looking for
We’re looking for a strategic and collaborativeProduct Lead to take ownership of ourEnterprise Investment Scheme (EIS) offering. This is a senior role that blends product strategy, governance, and cross-functional leadership — ideal for someone with experience in financial services and a passion for building financial products that deliver value and impact.
You’ll work closely with ourCo-Head of Retail and other senior leaders to shape the future of our EIS proposition, ensuring it remains competitive, compliant, and aligned with investor needs.
What you’ll do
- Own the EIS Product Strategy: Lead the development, evolution and lifecycle management of our EIS product line.
- Drive Product Governance: Build and maintain robust governance frameworks across our investment products, ensuring regulatory compliance and risk management.
- Collaborate Cross-Functionally: Partner with legal, compliance, operations, marketing, and investment teams to deliver seamless product oversight.
- Engage Stakeholders: Act as the go-to expert for EIS and product governance, providing strategic insights to senior leadership.
- Stay Ahead of the Curve: Monitor market trends, competitor activity and regulatory changes to keep our products future-fit.
- Champion the Customer: Ensure our products are designed with transparency, clarity and investor value at their core.
- Continuously Improve: Identify opportunities to enhance product performance, governance processes and operational efficiency.
Qualifications
- Proven experience inproduct management or product governance within financial services.
- Exposure toEIS or othertax-advantaged investment products (e.g. VCTs, BR) is essential.
- Strong understanding ofFCA regulations and compliance best practices.
- Excellent communication and stakeholder management skills.
- A strategic mindset with a hands-on approach to delivery.
- Experience working incross-functional teams and managing complex product portfolios.
- Analytical thinking and attention to detail.
Desired Experience:
- Background in investment management , wealth management , or financial product development .
- Experience leading governance or regulatory change initiatives .
- Familiarity with B2B2C product models and investor platforms.
What we offer:
- A competitive salary, bonus, pension and share incentive plan
- Take what you need holiday
- Access to Anchor, our wellness hub ( Headspace, coaching, Parent Cloud, Digital GP & more)
- Enhanced family leave policies
- Life insurance, critical illness cover and income protection
- Private medical insurance for you and your family
- Electric vehicle leasing
- The option to work overseas up to a month per year
Our Values
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.
We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.
We\’re proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.
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Enterprise Investment Scheme (EIS) Product Lead employer: Octopus Group
Contact Detail:
Octopus Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Enterprise Investment Scheme (EIS) Product Lead
✨Tip Number 1
Familiarise yourself with the Enterprise Investment Scheme (EIS) and other tax-advantaged products. Understanding the nuances of these financial products will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in product management or governance. Engaging with industry experts can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on FCA regulations and compliance best practices. Being knowledgeable about current regulations will show that you are proactive and prepared to handle the responsibilities of the role.
✨Tip Number 4
Prepare to discuss your experience with cross-functional teams and how you've managed complex product portfolios. Highlighting specific examples will illustrate your capability to collaborate effectively and lead product initiatives.
We think you need these skills to ace Enterprise Investment Scheme (EIS) Product Lead
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the EIS Product Lead position. Tailor your application to highlight relevant experience in product management and financial services.
Highlight Relevant Experience: In your CV and cover letter, emphasise your proven experience in product management or governance within financial services. Mention any exposure to EIS or similar tax-advantaged investment products, as this is essential for the role.
Showcase Your Strategic Mindset: Demonstrate your strategic thinking and hands-on approach in your application. Provide examples of how you've successfully managed complex product portfolios or led governance initiatives in previous roles.
Communicate Effectively: Strong communication and stakeholder management skills are crucial for this role. Use clear and concise language in your application, and consider including specific instances where you've effectively engaged with stakeholders or cross-functional teams.
How to prepare for a job interview at Octopus Group
✨Understand the EIS Landscape
Familiarise yourself with the Enterprise Investment Scheme and its benefits. Be prepared to discuss how your experience aligns with the specific needs of this product and how you can contribute to its growth and compliance.
✨Showcase Your Strategic Mindset
Demonstrate your ability to think strategically about product development. Prepare examples of how you've successfully led product strategies in the past, particularly in financial services, and how you can apply that knowledge to Octopus's EIS offering.
✨Highlight Cross-Functional Collaboration
Emphasise your experience working with diverse teams, such as legal, compliance, and marketing. Be ready to share specific instances where your collaborative efforts led to successful product outcomes or improved governance frameworks.
✨Prepare for Regulatory Discussions
Since the role involves ensuring compliance with FCA regulations, brush up on relevant regulations and be prepared to discuss how you've navigated compliance challenges in previous roles. This will show your readiness to handle the governance aspects of the position.