Director of Investment Solutions

St. James's Place; London; On-site; GBP 80,000 - 120,000; Full time

Job description

Job Description

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.

The Director of Investment Solutions is a new role created to support the evolving and increasingly complex investment requirements of St. James's Place (SJP) clients, particularly high-net-worth individuals and charities ensuring their needs are met in the context of the firm's values and long-term objectives. The role represents a key component in the provision of bespoke, large-scale and cost-effective investment solutions in a variety of forms, including the Investment Management Approach (IMA) and discretionary fund management (DFM).

Reporting to the Chief Investment Officer, it represents SJP's commitment to evolving its investment proposition by bringing together key elements such as bespoke client solutions, trading, tax-advantaged investments, asset allocation and manager selection. It also represents a commitment to strong governance, transparency and collaboration with leading individuals to gain excellent and consistent outcomes.

This new role ensures that SJP remains robust and responsive to regulation and client demands, therefore supporting the firm's business and reputation, thus allowing the company to thrive in a competitive market.

What you'll be doing:

Client-Specific Investment Solutions

• Oversee the development and delivery of bespoke investment solutions for all client segments, including HNW clients.
• Maintain an indifferent approach to wrappers, ensuring solutions are optimized across IMAs, DFMs, and other investment channels to meet client objectives.
• Maintain awareness of fund trends and performance improvement techniques, market and economic trends, tax, trust and financial planning related matters and competitor activity.
• Ensure the ability to deliver bespoke / tailored investment solutions in a manner which is scalable and has attractive economics for The Group.

Leadership of Trading and Tax-Advantaged Propositions

• Lead and oversee the trading team responsible for the discretionary fund management (DFM) business.
• Ensure the effective operation of the firm's trading policies, processes, and trade execution arrangements, in line with MiFID II and other regulatory requirements.
• Oversee tax-advantaged propositions, ensuring they remain competitive and aligned with client needs and market trends.

Capital Allocation & Asset Allocation Strategy

• Oversee capital allocation of SJP client assets across vehicle, wrapper and product ensuring that this is aligned with strong client outcomes.
• Develop asset allocation / portfolio construction approaches that meet specific client needs, whilst retaining consistency with Investment Team philosophy and views.
• Actively participate in asset allocation debates and provide input to senior stakeholders to shape investment strategies.

Holistic Reporting

• Develop and implement holistic reporting frameworks to provide clients with a unified view of risk and performance across all their SJP investments.
• Ensure reporting meets the highest standards of transparency, accuracy, and client relevance.
• Lead the development and implementation of a fully integrated investment proposition which contributes to the commercial performance of the Group.

Governance & Oversight

• Serve as Chair or Member of key groups, forums and committees.
• Ensure robust governance of the investment process, maintaining accountability for policies, processes, and decision-making.
• Responsible for overseeing bespoke client requirements, monitoring breaches of the risk and escalating any issues to the CIO.

Collaboration & Stakeholder Engagement

• Work closely with the Director of Research, Director of Portfolio Management, and CIO to align on strategies and deliver strong client outcomes.
• Engage with senior internal and external stakeholders to ensure alignment on investment goals and strategies.

Who we're looking for:

Essential experience

• Experience in asset allocation and fund management, preferably in managing large multi-asset funds.
• Previous knowledge and understanding of the development and delivery of bespoke investment solutions for all client segments, including HNW clients.
• Ability to deliver bespoke / tailored investment solutions in a manner which is scalable and has attractive economics for the SJP Group.
• Expertise in building and managing asset allocation frameworks across diverse investment wrappers.
• Experience in developing and implementing holistic client reporting frameworks.

Desirable experience

• Proven leadership experience in financial services, within investment or asset management sectors.
• Deep understanding of client investment needs, including HNW requirements.
• Strong knowledge of trading processes, capital allocation strategies, and tax-advantaged propositions.
• Strong regulatory and risk management acumen, with attention to detail and high standards of governance.
• Professional qualifications such as CFA or similar.

Special Requirements:

• Regular travel to SJP offices, client events, and stakeholder meetings across the UK.