Workplace Investment Proposition Manager

Aegon UK; London; Hybrid; GBP 63,000 - 96,000; Full time

Job summary

An established industry player is seeking a Workplace Investment Proposition Manager to drive the development of innovative investment solutions. This exciting role involves collaborating with various teams to analyze market trends, manage stakeholder relationships, and ensure the delivery of compelling workplace propositions. The company values diversity and inclusion, providing a supportive environment where your contributions can significantly impact the organization's growth and success. If you are passionate about investment strategies and thrive in a collaborative setting, this opportunity is perfect for you.

Benefits

Non-contributory pension (8%-12%)

Discretionary bonus

34 days leave per year

Private medical cover

Life assurance

Critical illness cover

Enhanced parental leave

Retail discount vouchers

Cycle2work scheme

Subsidised restaurant

Qualifications

• Experience in workplace pensions and investment propositions.
• Strong stakeholder management and communication skills.

Responsibilities

• Lead development of investment proposition initiatives.
• Review market performance and produce business cases.
• Present investment solutions to clients and stakeholders.

Skills

Stakeholder Management

Investment Expertise

Communication Skills

Project Delivery

Education

Relevant Industry Recognised Qualifications (e.g. IMC)

Job description

Job Description Summary

Workplace Investment Proposition Manager

Permanent

Location: Edinburgh or London (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time)

Salary: £63,440 - £95,160 (depending on the experience you can bring)

Closing date:22nd April 2025

We're Aegon. We're a company of ambitious, positive problem-solvers who get things done. We're a team, not a group of individuals. Collaboration is our life force and we believe it's our duty to leave things better than we find them.

We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

We are now looking for a Workplace Investment Proposition Manager to join our Investment Proposition department based in either Edinburgh or London.

The Workplace Investment Proposition Manager is responsible for leading the development of a range of investment proposition initiatives as required by business needs. This is a role which will require drive, investment expertise and stakeholder management, whilst delivering solutions which meet customer and market needs to drive growth for Aegon. Within this role you will also:

1. Review market and competitor sales and investment performance, gaining insights and conducting analysis of competitive position for workplace propositions.
2. Produce and manage business cases to support the development of new propositions.
3. Work with Investment Business Development colleagues to create proposition concepts to meet market needs.
4. Ensure that the correct governance frameworks are followed.
5. Work with Distribution and Marketing to develop go-to-market plans.
6. Present investment solutions to external clients and internal stakeholders including Committees.
7. Maintain a thorough knowledge of the UK investment marketplace and its dynamics, providing informed opinion into AEGON Distribution teams – contributing to ensuring a strong workplace proposition within a highly competitive market at all times.

We’d love to hear from you if you have:

1. Experience in workplace pensions, particularly from a client facing background in supporting and developing workplace investment propositions.
2. Experience as an Investment Proposition Manager / Investment Consultant or a Senior Analyst looking for the next step up.
3. Strong knowledge of workplace member investment needs.
4. Excellent written and verbal communication skills and confident presentation capabilities, with extensive stakeholder management skills.
5. Experience in delivery of projects / initiatives.
6. Relevant industry recognised qualifications favourable e.g. IMC.

What’s in it for you?

1. A non-contributory pension between 8%-12%
2. A discretionary bonus, depending on personal and company performance
3. 34 days leave per year (including bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our staff live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.

We serve a diverse, ever-changing world. It's tough, but we work tirelessly to leave things better than we find them. If that sounds like the sort of place you'd like to work, hit the "Apply" button.

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.

Equal Opportunity Employer:

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.