Act as a thinking partner to the CEO and leadership team on strategy, leveraging the CEO's time on market scanning
Maintain a current, segment-level view of the UK retail investor, drawing on existing research, InvestEngine customer data, Analytics and Marketing
Develop and refresh the house view on where UK retail investing is going next: product trends, emerging categories, competitor positioning and monetisation
Help shape InvestEngine's business model and monetisation across the value chain, customer-side and supply-side
Act as a dedicated strategic input to the leadership team across Product and Marketing
Build the commercial thesis for paid products
Deliver commercial inputs for fundraising and board materials
Translate ambiguous strategic questions into structured recommendations the leadership team can act on

Experience in consulting, VC/PE, corporate strategy, or a similar role at a high-growth fintech or consumer business
A real point of view on UK retail investing, ETFs and the wider investment-platform landscape
Comfortable on both sides of the industry: demand side (UK retail investors, competitors, FCA developments) and supply side (asset managers across ETFs and mutual funds)
Track record of turning customer and market evidence into recommendations adopted by senior leaders
Fluent in positioning, segmentation and narrative on one side; roadmap shaping, free-vs-paid tiering and commercial trade-offs on the other
Builds credible LTV/CAC, payback and scenario models from scratch in a spreadsheet
High ownership, strong written and verbal communication, comfortable challenging and being challenged
Operates well in the grey: ambiguous inputs, incomplete data, senior stakeholders
Background in fintech, asset management, brokerage or wealth platforms
Working knowledge of UK regulatory direction (FCA Consumer Duty, advice/guidance boundary, targeted support)
Experience contributing to fundraising or board materials

Strategy Lead

Key skills