Third Party Funds Product Specialist

St. James's Place Partnership; Greater London; Hybrid; GBP 65,000 - 100,000; Full time

Benefits offered by this job

Private Medical Insurance

Generous Pension Scheme

28 days annual leave + options to buy

Enhanced parental leave

Job summary

St. James’s Place is seeking a Third Party Funds Product Specialist in London to shape how fund research, investment insights and manager information are communicated across the business.

This role sits at the heart of our Third Party Fund proposition, translating investment knowledge into clear communications for Fund Research, Solutions, Distribution and Governance teams. You’ll collaborate with colleagues across Wealth Management to ensure accurate, engaging content and governance materials.

Qualifications

• Experience gained within wealth management or asset management.
• Ability to translate complex investment concepts into clear and engaging messages.
• Strong stakeholder engagement and collaboration with multiple teams.
• Attention to detail with a commercial mindset.

Responsibilities

• Acting as a subject matter expert on third-party funds, investment managers and approved fund propositions.
• Partnering with Fund Research teams to communicate fund selection decisions and manager changes.
• Producing clear, engaging and accurate investment communications for diverse audiences.
• Developing fund updates, manager profiles, proposition materials and governance documentation.
• Helping collaborators understand investment recommendations and proposition developments.
• Supporting governance forums, committees and senior leadership discussions with high-quality materials.
• Building strong relationships across Investments, Product, Distribution, Marketing and Governance teams.
• Identifying opportunities to improve accessibility, consistency and effectiveness of investment communications.
• Supporting innovation initiatives, including AI-enabled solutions to enhance content delivery.
• Contributing to projects that improve quality and efficiency of investment information.

Skills

Investment knowledge

Communication skills

Stakeholder management

Financial services experience

Fund research

Education

CFA/IMC progress

Job description

Are you ready tochart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success.This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

Location: London - Lombard Street Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

About the Role

We’re looking for a talented investment professional to join our Investment Office as a Third Party Funds Product Specialist. This is an exciting opportunity to play a key role in shaping how investment insights, fund research and manager information are communicated across the business. Sitting at the heart of our Third Party Fund proposition, you’ll work closely with colleagues across Fund Research, Solutions, Distribution and Governance to ensure investment information is translated into clear, engaging and impactful communications.

You’ll become a trusted source of expertise on our approved Third Party Fund Range, helping collaborators understand fund positioning, manager changes and proposition developments. This is a highly visible role that offers broad exposure across the business and would suit someone who enjoys combining technical investment knowledge with strong communication, collaboration and stakeholder engagement skills.

What You'll Be Doing

• Acting as a subject matter expert on third-party funds, investment managers and approved fund propositions.
• Partnering with Fund Research teams to communicate fund selection decisions, manager changes and investment insights.
• Producing clear, engaging and accurate investment communications for a variety of audiences.
• Developing fund updates, manager profiles, proposition materials and governance documentation.
• Helping collaborators understand investment recommendations and proposition developments.
• Supporting governance forums, committees and senior leadership discussions through the preparation of high-quality materials.
• Building strong relationships across Investments, Product, Distribution, Marketing and Governance teams.
• Identifying opportunities to improve the accessibility, consistency and effectiveness of investment communications.
• Supporting innovation initiatives, including the use of technology and AI-enabled solutions to enhance investment content and insight delivery.
• Contributing to projects that improve the quality and efficiency of investment information across the business.

About You

You’ll be an investment professional with experience gained within wealth management, asset management or a related financial services environment.

You’ll enjoy translating complex investment concepts into clear and engaging messages, enabling collaborators to understand technical information and make informed decisions. You’ll be comfortable working with a wide range of stakeholders, building credibility through your investment knowledge, communication skills and collaborative approach. Strong attention to detail, a commercial mindset and a genuine interest in investment markets. You will enjoy working in a collaborative environment where you can influence outcomes, develop strong relationships and contribute to the ongoing evolution of our investment proposition.

• Experience gained within wealth management, asset management or a related investment environment.
• CFA, IMC or progress towards a relevant investment qualification.
• Strong understanding of investment funds, fund propositions and manager selection processes.
• Experience within product specialist, proposition, fund research, investment communications or similar roles.
• Ability to translate complex investment concepts into clear, engaging and accessible communications.
• Experience within fund research, manager research or multi-manager investment environments.…
• Knowledge of the UK adviser and wealth management market.
• Experience supporting investment governance forums, committees or proposition review processes.
• Exposure to proposition development, distribution or investment marketing activities

What's in it for you?

Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.

In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include:

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
• Private Medical Insurance – company-funded cover for you and your immediate family
• Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
• Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
• Protection Benefits – company-funded critical illness cover, income protection, and life assurance
• EV salary sacrifice scheme through Tusker

Reasonable Adjustments

We're an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all, if you require reasonable adjustment(s) at any stageplease let us know by emailing us at [e-mail]

Research tells usthat applicants (especially those from underrepresented groups) can be put offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If you think you would be a good match for this role andcan demonstrate some transferable experience.

If you're excitedabout this role and believe you have the skills and experience we're lookingfor, we'd love to hear from you! As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.