Head of Client Outcomes
Core
Lead client outcomes governance, Consumer Duty reporting, and Assessment of Value/Annual Product Review processes for an investment management firm.
Role type
Senior leadership (Head of Client Outcomes)
Builds
Governance reports, dashboards, and regulatory compliance frameworks for client outcomes.
Domain
Financial Services / Investment Management / Regulatory Compliance
Deliverable
dashboards & analysis
Required skills
UK asset management expertise, Consumer Duty framework knowledge, regulatory judgment, stakeholder management, team leadership, report writing
Preferred skills
AI and workflow tool proficiency, board presentation skills
Responsibilities
Own end-to-end production of Consumer Duty management information and outcomes reporting; Coordinate cross-functional input for Assessment of Value and Annual Product Review processes; Advise stakeholders on regulatory expectations and client outcome risks; Manage and develop a team of two direct reports.
Seniority
Senior, hands-on IC with people management