Strategy Lead Retail Investments

Octopus; Greater London; On-site; GBP 85,000 - 115,000; Full time

Job summary

A leading investment firm based in Greater London seeks a Strategy Lead to drive growth and innovation across retail products. This hands-on role involves defining long-term strategies and engaging cross-functional teams to ensure product competitiveness. Candidates should have a strong background in financial services, expertise in retail tax products, and exceptional stakeholder management skills. The company offers competitive pay, flexible working options, and a commitment to diversity and inclusion.

Benefits

Competitive salary

Bonus

Pension and share incentive plan

Take what you need holiday

Life insurance

Private medical insurance

Electric vehicle leasing

Qualifications

• Proven experience in senior product strategy or business leadership role in financial services.
• Strong financial modelling and analysis skills with complex models.
• Understanding of FCA regulations and board-level reporting.
• Exceptional communication and stakeholder management skills.

Responsibilities

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

Skills

Marketing

Data Visualization

Financial Modeling

Strategic Planning

Customer relationship management

Management Consulting

Analytics

Education

Accountancy qualified or MBA

Tools

Tableau

Microsoft PowerPoint

Google Suite

Job description

The Role

Were 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. Youll 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 youll 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

Additional Information

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

At our core we believe that how a company behaves is just as important as what it does. Thats why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders employees customers communities environment and shareholders are considered in every decision we make.

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 well be happy to accommodate where possible.

Remote Work

Remote Work : No

Employment Type

Employment Type : Full‑time

Key Skills

• Marketing
• Data Visualization
• TableauCustomer Segmentation
• Microsoft Powerpoint
• Investment Banking
• Strategic Planning
• Financial Modeling
• Customer relationship management
• Management Consulting
• Google Suite
• Analytics

Experience

Experience : years

Vacancy

Vacancy : 1