Investment Proposition Manager

Aegon; City of Edinburgh; On-site; GBP 64,000 - 97,000; Full time

Benefits offered by this job

Enhanced pension

Discretionary bonus

34 days leave

Private medical cover

Life assurance

Critical illness cover

Cycle2work

Restaurant discounts

Job summary

Aegon in Edinburgh is seeking an Investment Proposition Manager to shape and deliver investment propositions in a fast-paced environment. This permanent hybrid role blends strategic thinking with hands-on delivery, working with senior stakeholders to drive commercial outcomes and long-term growth.

The successful candidate will own governance processes, develop robust business cases, and translate customer and adviser insights into compelling investment solutions.

Qualifications

• Proven experience leading the development and ongoing management of investment propositions.
• Strong technical and commercial understanding of investment solutions and product structures.
• Track record delivering complex initiatives in a fast paced environment.
• Deep understanding of customer and adviser needs, with the ability to translate these into compelling solutions.
• Excellent stakeholder management and influencing skills, with experience presenting to senior leadership and governance forums.
• Ability to operate at both hands-on delivery level and a strategic, forward looking level.

Responsibilities

• Lead the development of new investment initiatives from concept to delivery with strong commercial outcomes.
• Own existing propositions and identify opportunities to enhance performance and maintain competitive positioning.
• Drive proposition strategy and shape long-term direction.
• Develop high-quality business cases and proposals using customer, adviser and distributor insights.
• Deliver market and competitor analysis with clear implications for the business.
• Own governance requirements including Board and Committee materials with clear outputs.
• Chair and manage internal forums and committees related to proposition development and oversight.
• Collaborate with senior stakeholders across functions to align on priorities and delivery approaches.

Skills

Investment propositions

Stakeholder management

Governance & boards

Strategic thinking

Commercial acumen

Delivery leadership

Job description

Job Description Summary

Job Description

Investment Proposition Manager

Permanent

Location: Edinburgh (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time )

Salary: £64,400 - £96,600 (depending on the experience you can bring)

Closing date: 23rd October 2026

We’re Aegon. We’re a company of ambitious, positive problem-solvers who get things done. We’re a team, not a group of individuals. Collaboration is our life force and we believe it’s our duty to leave things better than we find them.

We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

We are now looking for a Investment Proposition Manager to join us in Edinburgh. This is a high impact position with real scope to influence both current delivery and the future direction of our investment proposition. It offers the chance to combine strategic thinking with tangible execution, working at pace while shaping longer term growth.

Key Responsibilities for the role include:

• Leading the development of new investment initiatives, from concept through to delivery, ensuring strong commercial outcomes.
• Taking ownership of existing propositions, proactively identifying opportunities to enhance performance, improve customer outcomes and maintain competitive positioning.
• Driving proposition strategy, bringing a forward thinking perspective to shape and influence our long term direction.
• Developing high quality business cases and proposals, underpinned by robust customer, adviser and distributor insights.
• Delivering insightful market and competitor analysis, clearly articulating implications and opportunities for the business.
• Owning governance requirements, including Board and Committee materials, ensuring clear, compelling and well structured outputs.
• Chairing and managing internal forums and committees relevant to proposition development and oversight.
• Collaborating with senior stakeholders across functions, influencing and aligning on priorities, delivery approaches and outcomes.

We’d love to hear from you if you have:

• Proven experience leading the development and ongoing management of investment propositions.
• Strong technical and commercial understanding of investment solutions and product structures.
• A track record of successfully delivering complex initiatives and projects in a fast paced environment.
• Deep understanding of customer and adviser needs, with the ability to translate these into compelling solutions.
• Excellent stakeholder management and influencing skills, with experience presenting to senior leadership and governance forums.
• The ability to operate at both a hands on delivery level and a strategic, forward looking level.

What’s in it for you?

• We’re serious about your future and our enhanced pension scheme is now in place. We ask you to contribute 3% of your salary to your pension and we’ll put in 9%. If you decide to contribute more, we’ll match it up to a combined total of 20% of your salary (that’s 7% from you and 13% from us).
• A discretionary bonus, depending on personal and company performance
• 34 days leave per year (including bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our staff live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments. To find out more about what to expect at Aegon, visit our careers site.

We serve a diverse, ever-changing world. It’s tough, but we work tirelessly to leave things better than we find them.

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.

Equal Opportunity Employer:

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexualorientationor gender identity.