Director – Investment Proposition

Role Overview

• Own Investment Proposition development and management across insured fund range, insured smoothed fund range, curated internal and external OEIC ranges ensuring a compelling proposition for the UK advised market
• Create and deliver the Investment Proposition strategy and multi‑year roadmap, strengthening competitiveness within targeted adviser Centralised Investment Propositions (CIPs) and Centralised Retirement Propositions (CRPs).
• Provide market-led design preferences into the Life Investment Office who are in turn responsible for structuring, execution and monitoring our multi‑asset solutions; aiming for a clear and consistent narrative across the fund ranges.
• Curate the OEIC range (both internal and external OEICS) available in our open architecture products.
• Collaborate with inhouse and external MPS providers to create a strong complementary smoothed fund MPS range suitable for the target market it is designed for.
• Act as senior owner with delegated responsibility for the Consumer Duty and conduct aspects of the fund ranges for both open and closed investment propositions.
• Provide visible leadership on ESG and responsible investment, communicating sustainability preferences into proposition design and proposition reviews.
• Own the investment communications agenda for the adviser market, collaborating with marketing and Life Investment Office to deliver clear, compliant, and adviser‑relevant investment insight and key marketing messages.
• Work with the Life Investment Office and Distribution to ensure all fund related communication is market leading and meets all standards of customer understanding and adviser needs.
• Lead and develop a high‑performing investment proposition team, establishing clear accountabilities, governance cadence, and cross‑functional collaboration with Product, Distribution, LIO, Risk, Compliance, and Operations.
• Ensure all propositions support good customer outcomes, clear target market definitions, ongoing value, and alignment with UK regulatory expectations while maintaining commercial competitiveness

Requirements

• Senior leadership experience in investment management, wealth, insurance, or DFM environments, with accountability for multi‑asset investment propositions.
• Knowledge of retail market investment solutions, adviser‑facing ecosystem and adviser investment communication experience, with the ability to articulate complex investment concepts clearly and credibly to UK wealth advisers and platforms.
• Experience in retirement‑focused solutions, including decumulation, volatility management, or smoothed outcomes within CRP‑aligned propositions.
• Deep experience of multi‑asset portfolios across insured funds, smoothed funds and/or OEIC structures, including risk management, and performance oversight.
• Proven experience of MPS design and governance, including either in‑house discretionary models, outsourced DFM arrangements, or hybrid/co‑manufactured solutions.
• Experience leading or shaping ESG / responsible investment integration, including stewardship expectations and governance of sustainability claims.

Benefits

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18% , with 13% made up of Employer Contributions and 5% Employee Contributions .
• We also offer Share Save and our Share Incentive Plan , together with access to financial wellbeing and support services
• to help give you real confidence to put your money to work.
• Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave
• as supporting families is a core aspect of our inclusive culture.
• Health & Protection cover including Private Healthcare , Critical Illness cover and Life Assurance for you, with family options
• for peace of mind.