Investment Strategy Director

Hargreaves Lansdown; Bristol; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading investment platform in Bristol seeks an Investment Strategy Director to guide investment philosophy and market strategies. The role requires a track record in investment vision and client engagement while leading research functions. Candidates should demonstrate strong communication skills and market analysis expertise. This position offers a hybrid working model and various employee benefits, affirming HL's commitment to fostering a diverse workforce.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options including hybrid setup

Enhanced parental leave

Pension scheme up to 11% employer contribution

Private medical insurance

Health screening programme

Qualifications

• Proven track record in creating clear investment visions.
• Extensive experience in client acquisition and retention.
• Experience leading investment research functions.
• Understanding of industry regulations and working with regulators.
• Proficiency in data and metrics for decision making.

Responsibilities

• Lead development of an inclusive strategic plan.
• Drive client outcomes through strategic insights.
• Account for HL's investment philosophy and market strategies.
• Enhance HL’s brand through research and insights.

Skills

Investment strategy development

Client engagement

Communication skills

Team leadership

Market analysis

Job description

Excited to grow your career? Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

About the role

We’re looking for an experienced Investment Strategy Director to join Hargreaves Lansdown on a 9-12 months fixed term contract. The Investment Strategy Director plays a pivotal role in shaping Hargreaves Lansdown’s investment philosophy, market outlook, and guidance to a broad audience of clients and stakeholders.

The role directly supports HL’s mission to empower investors, driving brand awareness, client acquisition, and retention while strengthening the business’s competitive advantage through differentiated insight and service.

What you’ll be doing

• Working closely with the wider HL leadership team, to lead the development and continual evolution of a comprehensive coordinated and inclusive strategic plan and Investment strategy.
• Accountable for client outcomes, client acquisition and client retention by engaging with prospective and existing clients, delivering trusted and timely market outlooks and strategic insights.
• Accountable for HL’s investment philosophy, provide thought leadership, including macroeconomic insights, asset allocation views, and long-term investment themes. Supporting business lines with investment views and market knowledge and insight to support strategic decision making.
• Setting the strategic tone for HL’s content across all investment touchpoints to enhance client decision-making and confidence enabling good client outcomes, high levels of client engagement and quality information and insights that give client confidence to invest.
• Accountable for leading the investment research function to provide high-quality research that supports clients with their investments and reinforces HL’s reputation as a trusted investment partner. overseeing economic analysis, Market Strategy, Fund and Share Research, Asset Allocation, personal finance and retirement, and ESG.
• Working closely with the Marketing Director to jointly establish and maintain HL’s position as the most trusted and forward‑thinking investment platform in the UK.
• Enhancing HL’s competitive advantage through proprietary insight, quality research, and a differentiated client propositions. Supporting business lines through similar insights to drive effective strategic decision making.

About you

• Proven track record in creating a clear and concise investment vision and evidence‑based strategy.
• Extensive experience of external client engagement focused on client acquisition, client retention and engagement.
• Proven track record of leading an investment research function, within Wealth and Retail.
• Demonstrable track record of delivering performance resulting in financial & wider commercial results.
• Skilled at identifying market trends and developments that could result in strategic opportunities for HL and its clients.
• Strong written communication skills.
• Excellent understanding of key industry and product regulation and working with regulators.
• Experience implementing and using data and metrics to give business insights and allow rapid data‑driven decision making.
• Strong track record of leading high performing and efficient teams.
• Experience gained in a wealth management platform business highly desirable.
• Experience being MRT is essential. Holding SMF18 or SMF3 is highly desirable.
• Experience in ESG analysis.
• Knowledgeable on economics, financial markets and personal finance.
• Knowledgeable of UK tax regime; overseeing ISA and SIPP selections.

Interview process

The selection process will incorporate competency‑based questions including an assessment of your technical knowledge and transferable skills. For candidates who progress to the next stage, there will be a presentation or assessment to prepare and deliver and an online psychometric assessment.

Working Schedule

This role is based in our Bristol head office, BS1 5HL. This role is a fixed term contract approximately 9-12 months. For this role we offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office (minimum 2 days a week).

Why us?

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus * and annual pay review
• 25 days * holiday plus bank holidays and 1-day additional Christmas closure
• Option to purchase an additional 5 days holiday **
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Income Protection and Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and out patient care
• Health screening programme
• Help@hand - confidential support including mental health counselling and remote GP
• Wellhub - unlimited access to fitness provider s and w ellness c oach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• Inhouse barista and deli serving subsidised coffee and sandwiches
• T wo paid volunteering days per year

* dependant on role level

** only available to select during our annual benefits window, in November each year

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.