Director – Investment Proposition

TL;DR

Director – Investment Proposition (Asset Management): Shaping and delivering the firm's investment proposition across insured funds, smoothed solutions, OEICs, and Model Portfolio Services with an accent on competitiveness, scalability, and alignment to adviser CIPs/CRPs. Focus on developing multi-year strategy, curating fund ranges, ESG integration, governance, and market-leading adviser communications.

Location: London, Stirling, or Edinburgh (flexible working arrangements considered)

Company

Savings and investments firm with over 175 years of heritage, combining asset management and insurance to provide long-term solutions for the UK advised wealth and retirement market.

What you will do

• Own development and management of investment propositions across insured funds, smoothed funds, OEICs, and MPS for the UK advised market.
• Create and deliver multi-year investment proposition strategy and roadmap, including smoothed fund rationalisation and integration into adviser CIPs/CRPs.
• Provide market-led input to Life Investment Office for multi-asset solutions and curate internal/external OEIC ranges.
• Collaborate with MPS providers to build complementary smoothed fund MPS offerings.
• Lead on Consumer Duty, conduct governance, ESG integration, and investment communications for advisers.
• Build and lead high-performing proposition team with strong cross-functional collaboration.

Requirements

• Senior leadership experience in investment management, wealth, insurance, or DFM with accountability for multi-asset propositions.
• Knowledge of UK retail investment solutions, adviser ecosystem, and ability to communicate complex concepts to advisers.
• Experience in retirement-focused solutions including decumulation, volatility management, or smoothed outcomes.
• Strategic investment leadership, commercial market awareness, credible authority, strong governance, and people leadership skills.

Nice to have

• Deep experience with multi-asset portfolios in insured funds, smoothed funds, OEICs, risk management, and performance oversight.
• Proven MPS design and governance experience, including in-house or outsourced models.
• Experience leading ESG/responsible investment integration and stewardship.

Culture & Benefits

• Flexible working arrangements and workplace accommodations.
• 18% pension (13% employer + 5% employee), Share Save, Share Incentive Plan, financial wellbeing support.
• 38 days annual leave + bank holidays, buy up to 5 extra days, Time Off When You Need It policy.
• Inspiring Families policy with paid parental leave for maternity, adoption, surrogacy, paternity.
• Private Healthcare, Critical Illness cover, Life Assurance with family options.
• Inclusive culture with employee-led networks, Disability Confident Leader.