Investment Proposition Lead

Lloyds Banking Group; London; Hybrid; GBP 110,000 - 130,000; Full time

Job description

End Date

Monday 21 April 2025

Salary Range

£0 - £0

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share

Job Description Summary

Job Title: Investment Proposition Lead

Location: Edinburgh or London

Salary: circa £110,000 - £130,000 depending on experience and location

Hours: Full time

Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our Edinburgh or London office.

About this Opportunity:

We're thrilled to offer an exciting opportunity for a proven Investment Proposition Lead to join our Investment Solutions area within Insurance, Pensions, and Investment (IP&I).

IP&I supports over 10 million customers with their investment, retirement, and insurance needs through its multi-product, multi-channel offering. Scottish Widows is one of the UK’s most trusted providers, committed to delivering better outcomes through outstanding investment solutions, customer engagement, and digitisation.

This role supports our customer-facing investment propositions across Workplace, Advice & Direct-to-Consumer (D2C) channels. This role will also support us as we step further into the individuals space through Advice & D2C channels, with ambitions to go further as a market leader – experience in this space is desirable.

You'll collaborate with propositional and distribution teams across the organisation, acting as a bridge between the rest of Investments. Reporting to our Head of Investment Solutions, you'll play a pivotal role, bringing a passion for customer outcomes and an ambitious spirit in developing innovative solutions.

What You’ll Be Doing:

• Oversee the strategic research, investment design and policy statements, as well as the development and implementation of the investment propositions across distribution channels.
• Research and drive the development of market intel to unlock customer insights, understand commercial landscape, competitors and positioning.
• Working as a bridgehead from within the Investments team to distribution and propositional leads across the group in Workplace, Advice & D2C.
• Collaborate with the Distribution function within Investment Solutions, providing intel and amplifying the proposition to support the retention and acquisition of customers.
• Guide our investment propositions narrative, collaborating on any external interactions through investment content with the Investment Communications team.
• Take responsibility for the lifecycle of investment solutions, ensuring adherence to internal objectives and control environments.
• Supporting the customer governance frameworks through relationships with Scottish Widows IGC & Master Trust and other key governance committees.
• Develop and guide a team of professionals, fostering a collaborative culture to drive strategic initiatives.

What You’ll Need:

• A wealth of validated experience in developing investment solutions or propositions within financial services.
• Solid understanding of the investment landscape across workplace DC pensions, Advice and D2C channels.
• Proven leadership experience in driving and delivering tangible outcomes through people.
• Track record in building and navigating sophisticated relationships at all levels.
• Familiar with the lifecycle of investment solutions and products.
• High attention to detail, highly organised and problem-solving skills.
• Desirable to the role is professional development demonstrated through qualifications (e.g. CFA).

About Working for Us:

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares!
• Benefits you can adapt to your lifestyle, such as discounted shopping.
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you!