Investment Products Expert

We are looking for an expert in the investment field – someone with deep knowledge of investment and brokerage products, the processes behind them and the regulation that shapes them, who is ready to take responsibility for the direction the offering takes.

You will be a good fit if you have shaped an investment or brokerage offering before, are comfortable operating between senior business stakeholders and engineers, and can turn a reading of the market into a product direction the organisation will back and you can be held to.

Required Qualifications:

• Ten or more years in investment, brokerage or asset management, a stretch of it spent accountable for a product area, a portfolio or a team rather than contributing to one

• Deep familiarity with the instruments clients actually buy and with the market mechanics that determine what they are worth

• A firm grip on the regulatory environment for brokerage activity at every level at which it binds – European, national and supervisory

• A product you can point to and say you owned it, from the initial business case through to the point where it either scaled or was retired

• Experience carrying an initiative through a large organisation – from the first articulation of the need to the point where the outcome can be measured, with all the alignment work in between

• Comfort working with technology teams, and enough delivery experience to know when an iterative approach helps and when a sequenced plan is the safer bet

Nice to Have:

• Experience putting investment products into a bank's mobile and online channels, alongside the teams that own them

• Experience building out how funds and certificate-based products are actually sold, on both sides of the counter

• Background in a fund manager, transfer agent, depositary or fund accounting environment

• Experience defining how a service runs and how its performance is measured, not only what it offers

• A recognised investment qualification, such as CFA or an investment adviser or broker licence

Scope of Services:

• Own the strategy for the retail investment and brokerage offering – what gets built next, what gets simplified, and what gets withdrawn

• Carry the products in your portfolio through their lifecycle, deciding where to invest, where to simplify and where to stop

• Shape how the offering is sold and serviced, designing around what clients and advisers actually experience rather than around internal convenience

• Track where the market is heading at home and abroad, and convert that into concrete proposals that keep the offering competitive

• Lead complex initiatives that cut across business, operations, IT, sales and outside partners, keeping scope, timing, risk and the intended result in one hand

• Act as the definitive internal reference on investment products and brokerage regulation, and raise the level of domain expertise around you