Product manager

AJ Bell; Greater London; Hybrid; GBP 85,000 - 110,000; Full time

Benefits offered by this job

27 days holiday

8% Pension with matched contributions

Discretionary bonus scheme

Share schemes

Health Cash Plan

Private healthcare discount

Gym access

Enhanced family leave

Travel and bike loan schemes

Employee Assistance Programme

Social events

Learning and development opportunities

Casual dress code

Hybrid working 50% in office

Initial full-time office onboarding

Job summary

AJ Bell is seeking an experienced Product Manager to shape and govern our authorised fund range and Managed Portfolio Service (MPS). You will influence product strategy, collaborate with senior stakeholders, and ensure products meet governance, customer value and regulatory standards.

You will lead product design, approvals and ongoing reviews, aligning with Consumer Duty and regulatory expectations, while driving successful marketing, documentation and distribution of investment products.

Qualifications

• Significant experience in investment product management, governance or development.
• FCA Handbook knowledge including COLL, COBS and SYSC.
• Experience with Consumer Duty, Fair Value Assessments and outcome monitoring.

Responsibilities

• Lead and develop a team supporting the AJ Bell Investments product range.
• Own product approval for new funds, share classes and MPS launches.
• Design, enhance and review investment products to meet customer and regulatory requirements.
• Produce Fair Value Assessments and monitor value for money.

Skills

Investment product management

Stakeholder management

Product governance

Regulatory compliance

Financial services

Education

IMC / CISI Diploma

Job description

Описание

We're committed to delivering high quality investment solutions that help customers achieve better financial outcomes. As our product range continues to evolve, we're looking for an experienced Product Manager to play a key role in shaping, governing and developing our authorised fund range and Managed Portfolio Service (MPS). This is an opportunity to join a collaborative, high performing investment business where you'll influence product strategy, work closely with senior stakeholders across the organisation and help ensure our products continue to meet the highest standards of governance, customer value and regulatory compliance.

Задачи

• Leading and developing a team supporting the AJ Bell Investments product range.
• Owning the product approval process for new funds, share classes and Managed Portfolio Service launches.
• Leading the design, enhancement and ongoing review of investment products, ensuring they remain aligned to customer needs, commercial objectives and regulatory requirements.
• Producing and maintaining Fair Value Assessments in line with Consumer Duty, identifying trigger events and escalating any value for money concerns.
• Monitoring customer outcomes and maintaining Consumer Duty management information and key performance indicators.
• Supporting the successful marketing and distribution of investment products, including the production and review of product documentation.
• Building strong relationships with stakeholders across Investment Management, Compliance, Risk, Legal, Operations and Distribution.
• Preparing papers and presenting updates to governance and committee meetings, with opportunities to deputise for the Head of Product where required.
• Monitoring competitor activity and market developments to identify opportunities to strengthen the AJ Bell Investments proposition.
• Leading and supporting strategic projects that enhance our investment product offering.

Требования

• You'll already have significant experience working within investment product management, product governance or product development, ideally within an asset manager, discretionary investment manager or wealth management business.
• A Level 4 investment qualification such as the Investment Management Certificate (IMC), CISI Diploma or equivalent.
• At least five years' experience in investment product management, product development or fund governance.
• Strong knowledge of the FCA Handbook, including COLL, COBS and SYSC.
• Practical experience applying Consumer Duty, including Fair Value Assessments, target market reviews and customer outcomes monitoring.
• A good understanding of authorised funds, Managed Portfolio Services and discretionary investment management.
• Excellent stakeholder management skills with the ability to build credibility across Investment Management, Risk, Compliance, Legal and Operations.
• Experience operating within a first line risk environment, identifying and managing risks within your area of responsibility.
• Strong written communication skills with experience preparing governance papers, committee reports and regulatory documentation.
• Previous people leadership or team management experience.
• Будет плюсом: Experience working with UK investment platforms; Knowledge of platform due diligence and fund data distribution; Exposure to passive investing, retirement solutions or responsible investing; Experience of Sustainability Disclosure Requirements (SDR)

Условия

• 27 days holiday, increasing with service + buy/sell scheme + bank holidays
• 8% Pension with matched contributions
• Discretionary bonus scheme
• Share schemes (including free shares and BAYE)
• Health Cash Plan and discounted private healthcare
• Free gym
• Enhanced family leave (subject to qualifying criteria)
• Travel and bike loan schemes
• Employee Assistance Programme
• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• Friendly, supportive team environment
• We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.
• For new starters, there is an initial period of full-time office working to help you settle in and build relationships.