Third Party Funds Product Specialist

This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

About the Role

We're looking for a talented investment professional to join our Investment Office as a Third Party Funds Product Specialist. This is an exciting opportunity to play a key role in shaping how investment insights, fund research and manager information are communicated across the business. Sitting at the heart of our Third Party Fund proposition, you'll work closely with colleagues across Fund Research, Solutions, Distribution and Governance to ensure investment information is translated into clear, engaging and impactful communications.

You'll become a trusted source of expertise on our approved Third Party Fund Range, helping collaborators understand fund positioning, manager changes and proposition developments. This is a highly visible role that offers broad exposure across the business and would suit someone who enjoys combining technical investment knowledge with strong communication, collaboration and stakeholder engagement skills.

What You'll Be Doing

• Acting as a subject matter expert on third-party funds, investment managers and approved fund propositions.
• Partnering with Fund Research teams to communicate fund selection decisions, manager changes and investment insights.
• Producing clear, engaging and accurate investment communications for a variety of audiences.
• Developing fund updates, manager profiles, proposition materials and governance documentation.
• Helping collaborators understand investment recommendations and proposition developments.
• Supporting governance forums, committees and senior leadership discussions through the preparation of high-quality materials.
• Building strong relationships across Investments, Product, Distribution, Marketing and Governance teams.
• Identifying opportunities to improve the accessibility, consistency and effectiveness of investment communications.
• Supporting innovation initiatives, including the use of technology and AI-enabled solutions to enhance investment content and insight delivery.
• Contributing to projects that improve the quality and efficiency of investment information across the business.

About You

You'll be an investment professional with experience gained within wealth management, asset management or a related financial services environment.

You'll enjoy translating complex investment concepts into clear and engaging messages, enabling collaborators to understand technical information and make informed decisions. You'll be comfortable working with a wide range of stakeholders, building credibility through your investment knowledge, communication skills and collaborative approach. Strong attention to detail, a commercial mindset and a genuine interest in investment markets. You will enjoy working in a collaborative environment where you can influence outcomes, develop strong relationships and contribute to the ongoing evolution of our investment proposition.

Essential Criteria

• Experience gained within wealth management, asset management or a related investment environment.
• CFA, IMC or progress towards a relevant investment qualification.
• Strong understanding of investment funds, fund propositions and manager selection processes.
• Experience within product specialist, proposition, fund research, investment communications or similar roles.
• Ability to translate complex investment concepts into clear, engaging and accessible communications.

Desirable Criteria

• Experience within fund research, manager research or multi-manager investment environments.
• Knowledge of the UK adviser and wealth management market.
• Experience supporting investment governance forums, committees or proposition review processes.
• Exposure to proposition development, distribution or investment marketing activities