Discretionary Portfolio Service Offering Manager

NatWest Group; City of Westminster; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading financial institution in the United Kingdom is seeking a seasoned professional to contribute to the strategic development of their Investment Offering. This role involves shaping investment propositions and advising senior stakeholders on complex matters. The ideal candidate will have extensive experience in investment products, a strong understanding of the UK market, and a proven track record in leading strategic initiatives. Candidates will lead projects, manage teams, and ensure alignment with client needs.

Qualifications

• Deep knowledge of investment products within wealth management.
• Ability to influence strategic direction.
• Strong understanding of UK Wealth Management market.

Responsibilities

• Contribute to the strategic development of the IP&S Investment Offering.
• Lead on critical design choices across fund ranges.
• Manage a team of specialists delivering investment components.

Skills

Investment product knowledge

Strategic direction influence

Stakeholder management

Market analysis

Team leadership

Job description

Key Responsibilities

We'll look to you to contribute to the strategic development and delivery of the IP&S Investment Offering within the Client Solutions function, shaping a compelling investment proposition that meets the evolving needs of all client segments across our Group. You'll play a leading role shaping our approach discretionary portfolio management, thinking end to end about the needs of our customers, and designing our proposition. You'll operate as a recognised expert, advising senior stakeholders on complex investment and propositional matters. This is a chance to own the delivery of the business plan for the IP&S DPS Offering, including oversight of key performance indicators and strategic milestones.

In this role, you'll help formulate and lead the strategic direction of the IP&S investment proposition, ensuring alignment with broader business objectives and client needs. We'll look to you to lead on critical design choices across fund ranges, portfolio solutions, and risk profiles, ensuring differentiation and competitiveness. In addition, you'll provide expert advice on complex investment and propositional issues, influencing senior stakeholders and shaping strategic decisions. We'll also look to you to oversee the development and iteration of the IP&S product suite, collaborating with multi-disciplinary teams to deliver major change initiatives. You'll also:

• Lead complex, strategic projects across the IP&S platform, including product innovation, and market expansion
• Act as a recognised industry expert, representing our Group in external forums where appropriate
• Drive continuous improvement through benchmarking, competitor analysis, and client insight, ensuring the proposition remains market‑leading
• Collaborate with FLOD or SLOD and other control functions to ensure robust governance and risk management across the offering lifecycle
• Ensure strategic and operational integration of activities across client segments and business units, working closely with other managers and stakeholders
• Manage a team of specialists responsible for delivering key components of the investment proposition and platform strategy

Qualifications

We're on the lookout for someone with deep knowledge of investment products within wealth management, with the ability to shape and influence strategic direction. You'll have a strong understanding of the UK Wealth Management market, including regulatory frameworks, competitive dynamics, and emerging trends.

• Proven experience leading the development of unitised and/or discretionary propositions across multiple client segments
• The ability to advise senior stakeholders on complex investment and propositional matters, acting as a recognised subject matter expert
• Experience in formulating and delivering strategic business plans, including collaborating with multi-disciplinary teams and overseeing large-scale initiatives
• A strong track record of working across diverse teams and functions to ensure strategic and operational integration of investment offerings