Investment Proposition Manager
Core
Manage and develop retail-facing investment propositions (PruFund, MPS, Risk Managed Funds, OEIC ranges) to deliver strong customer outcomes, comply with regulations, and meet commercial objectives.
Role type
Manager-level investment proposition specialist
Builds
Retail investment products and take-to-market strategies
Domain
UK Financial Services / Life & Pensions / Asset Management
Deliverable
product features
Required skills
Life and pension product knowledge, investment structures (with-profits/smoothed funds, unitised collectives), regulatory framework understanding, stakeholder management, risk management, cross-functional project leadership
Preferred skills
Insured funds experience, model portfolio services (MPS), guaranteed products, ESG regulation knowledge, professional qualifications (IMC)
Technologies
Risk profiling tools, centralised investment propositions (CIPs), centralised retirement propositions (CRPs)
Responsibilities
Design investment solutions and communicate recommendations to senior stakeholders, collaborate on take-to-market strategies for new fund developments, work with distribution colleagues to deliver investment content, ensure controls meet regulatory requirements and risk appetite, assess fund investment outcomes qualitatively
Seniority
Manager, hands-on IC
