Strategy Lead - Retail Investments

Octopus; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading investment firm in London seeks a Strategy Lead to drive growth and innovation across retail tax products. The ideal candidate will have substantial experience in financial services and strong financial modeling skills. This hands-on role involves working closely with senior stakeholders and ensures product alignment with market needs. The company offers competitive salary, flexible working, and robust benefits.

Benefits

Competitive salary

Bonus

Flexible working

Health insurance

Family leave policies

Electric vehicle leasing

Wellness hub access

Qualifications

• Proven experience in financial services with expertise in retail tax-advantaged products.
• Strong financial modelling and analysis skills.
• Understanding of FCA regulations and governance frameworks.
• Exceptional communication skills at board level.

Responsibilities

• Define and innovate long-term strategies for retail tax products.
• Build commercially focused strategies for product growth.
• Lead cross-functional teams to deliver on strategic priorities.
• Monitor market trends and regulatory developments.

Skills

Senior product leadership

Financial modelling

Stakeholder management

Strategic growth

Education

Accountancy qualification (ACA, ACCA, CIMA, CFA) or MBA

Job description

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.

We think working here is great. Job Description

The Role

We’re looking for a strategic, driven, and purpose-led Strategy Lead to drive growth, innovation, and impact across key retail products at Octopus Investments. This is a hands-on, high-influence role at the centre of our retail agenda - setting direction, spotting opportunities, and turning strategy into measurable outcomes. You’ll thrive on pace, ambiguity, and building momentum across cross-functional teams, ensuring our products stay ahead of market trends and deliver exceptional value for investors.

In the first 12 months, success will mean delivering against a defined strategic growth plan, testing and validating new propositions or market segments, and ensuring the product continues to meet investor needs within the regulatory and market context, and delivers exceptional value. To achieve this, you’ll work closely with senior stakeholders across investments, distribution, operations, legal, and compliance.

Key Responsibilities

• Strategy: Define, innovate and execute the long-term strategies for retail tax products, ensuring alignment with Octopus’ broader business objectives and market opportunities, while embedding Consumer Duty principles to consistently deliver good outcomes for investors.
• Commercial focus: Build commercially focused strategies for products, focusing on growth and retention. Act as the accountable owner for delivery of the strategic plan, reporting progress and outcomes to the external Board. Able to build and analyse financial models of the product to assess commercial opportunities, including AUM, retention and revenue.
• Cross-Functional Leadership: Lead cross-functional teams to deliver on strategic priorities, including product development, operational enhancements, and regulatory initiatives.
• Market Insight & Innovation: Monitor market trends, competitor activity, and regulatory developments to ensure Octopus products remain competitive and compelling for investors. Identify, size, and test new market opportunities, product enhancements, and strategic partnerships to drive sustainable growth.
• Stakeholder Engagement: Build strong relationships with internal and external stakeholders, including senior leadership, regulators, advisers, and investors.
• Board Management: Act as a liaison with the external Boards, reviewing, preparing and presenting board papers where appropriate.

Qualifications

Proven experience in a senior product, strategy, or business leadership role within financial services, with deep expertise in retail tax-advantaged products, including knowledge of regulatory rules and ability to analyse performance and scenarios through this lens.

Strong financial modelling and analysis skills, with proven ability to build, stress-test, and interpret complex models to support investment decisions, scenario planning, and product performance evaluation.

An understanding of FCA regulations, governance frameworks, and board-level reporting, with experience in turnaround, product, or investment strategy.

Exceptional communication and stakeholder management skills, with experience engaging at board and executive level.

Commercially minded with a track record of driving product growth and innovation.

Background in venture capital, investment management, or financial product development.

Desirable

• The ideal candidate will be accountancy qualified (e.g. ACA, ACCA, CIMA, CFA) or hold an MBA from a recognised institution

What we offer

A competitive salary, bonus, pension and share incentive plan

Take what you need holiday

Flexible working

Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more

Enhanced family leave policies

Life insurance, critical illness cover and income protection

Private medical insurance for you and your family

Electric vehicle leasing

The option to work overseas up to a month per year

Our Values

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.