Investment Products Manager (Wealth Management)

Morson Edge; Ilford; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading wealth management organization in the UK is looking for an experienced Investment Product Manager. This role involves supporting product development and management, ensuring competitive and compliant offerings across a range of investment products. Candidates should have strong experience in product management within the investment sector, along with robust analytical skills to monitor and improve product performance. This position offers an exciting opportunity to influence both current and future product strategies.

Qualifications

• Strong experience in a product development or management role within investment management.
• Proven experience developing MI dashboards to monitor Consumer Duty outcomes.
• Strong analytical capabilities and data interpretation.

Responsibilities

• Support the development and management of wealth investment products.
• Provide market trend updates and competitor insights.
• Conduct product reviews and ensure compliant operations.
• Maintain product documentation and governance materials.

Skills

Product development experience

Deep knowledge of investments

Stakeholder management skills

Analytical skills

Job description

We are working with a leading wealth management organisation seeking an experienced Investment Product Manager to support the development and ongoing management of the firm's investment products and solutions.

This role sits within a growing investment proposition function and offers the opportunity to influence both the current and future investment offering across a broad range of products, including multi-asset funds, alternative investments, segregated accounts, C&E portfolios, and self-select solutions.

The Role

As Investment Product Manager, you will play a key role in ensuring investment products remain competitive, commercially viable, compliant, and aligned to delivering good customer outcomes.

Key responsibilities include :

• Supporting the development and ongoing management of wealth investment products and solutions.
• Keeping the customer proposition team and wider business up to date on market trends, competitor activity, and the evolving regulatory landscape impacting wealth investment products, identifying opportunities this presents.
• Developing a strong understanding of cost-to-serve and commercial drivers for each investment product family, contributing to pricing and proposition recommendations.
• Working with data analytics colleagues to be accountable for MI across all investment products and solutions, building a detailed, data-led understanding of the existing customer base.
• Owning the end-to-end customer journey and experience across wealth investment products and solutions.
• Partnering with client-facing operations and second-line teams to review customer journeys and ensure delivery of a best-in‑class client experience, maintaining accurate journey documentation.
• Conducting annual end-to-end product reviews, target market assessments, and fair value assessments in line with regulatory and internal governance requirements.
• Ensuring products remain suitable for end investors and continue to deliver good customer outcomes, feeding findings into relevant governance forums and being accountable for follow-up actions.
• Establishing appropriate product controls, testing their effectiveness, and operating in line with risk management frameworks.
• Maintaining robust product documentation and governance materials.

What We're Looking For

• Strong experience in a product development or product management role within the investment or wealth management industry.
• Deep knowledge of investments, investment vehicles, funds, segregated accounts, and current industry trends.
• Strong understanding of personal banking investor types and the products and services offered by UK wealth managers.
• Proven experience developing MI dashboards to monitor Consumer Duty outcomes, fair value assessments, and periodic product reviews.
• Knowledge of sustainable and responsible investing, including relevant regulations such as SDR and SFDR.
• Strong understanding of the financial drivers and commercial considerations of wealth management products and solutions.
• Excellent stakeholder management skills, with the ability to influence effectively and build relationships at all levels within Wealth plc and across the wider group.
• Strong understanding of regulatory requirements and industry best practice, including PROD, Consumer Duty, MiFID, COLL, IDD, and AIFMD.
• Experience presenting technical and non-technical information clearly and confidently to senior audiences.
• Analytical and data-driven, with confidence interpreting data to support recommendations and decision-making.

Why Apply?

This is a compelling opportunity to join a wealth management organisation at an exciting stage in the evolution of its investment proposition, offering genuine influence over both current products and future strategy.

InterQuest Group is acting as an employment agency for this vacancy. InterQuest Group is an equal opportunities employer and we welcome applications from all suitably qualified persons regardless of age, disability, gender, religion / belief, race, marriage, civil partnership, pregnancy, maternity, sex or sexual orientation. Please make us aware if you require any reasonable adjustments throughout the recruitment process.

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