Product Manager (6 month FTC) - Wealth & Investments
Posted 1 day ago by Talent Frame
£70,000 Per year
Undetermined
Hybrid
London Area, United Kingdom
Summary: The Product Manager role at a leading financial services firm focuses on wealth and investment management products, requiring direct relevant experience. The position involves developing and refining product propositions, ensuring compliance with regulatory standards, and overseeing performance monitoring. The role is hybrid, allowing for three days in the office and two days working from home, based in either London or Birmingham.
Key Responsibilities:
- Lead the design, development, and ongoing refinement of key propositions, including model portfolios, risk-rated solutions, and DFM offerings.
- Ensure alignment with client strategies and track market trends, competitor activities, and customer feedback for continuous improvement.
- Work with compliance and risk teams to ensure the proposition meets all regulatory standards and maintain documentation for proposition changes and reviews.
- Oversee the performance of model portfolios and investment solutions, producing regular performance reports and MI for internal stakeholders and clients.
- Develop and maintain key client materials, including factsheets and educational content.
- Collaborate with digital and platform teams to ensure integration into client portals and adviser tools, driving automation and efficiency in delivery and rebalancing of model portfolios.
Key Skills:
- Product management background within investment management, wealth management, or financial planning.
- Deep understanding of model portfolios and discretionary investment services.
- Good knowledge of UK regulatory frameworks.
- Excellent stakeholder management and communication skills.
- Qualifications such as CFA, IMC etc. are a plus.
Salary (Rate): £70,000.00 yearly
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
Talent Frame are pleased to working with a leading financial services firm on a Product Manager role focused on wealth and investment management products. (Please note, this is NOT a technology PM role. Please only apply if you have directly relevant experience.) This role can be based in either London or Birmingham. Hybrid working: 3 days in the office, 2 days working from home.
Key Responsibilities
- Proposition Strategy & Development
- Lead the design, development, and ongoing refinement of key proposition, including model portfolios, risk-rated solutions, and DFM offerings.
- Ensure alignment with client strategies.
- Track market trends, competitor activities, and customer feedback to ensure continuous improvement.
- Product Governance
- Work with compliance and risk teams to ensure the proposition meets all regulatory standards.
- Maintain documentation for proposition changes and reviews.
- Performance Monitoring & Reporting
- Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles.
- Produce regular performance reports and MI for internal stakeholders and clients.
- Client Communication
- Develop and maintain key client materials, including factsheets and educational content.
- Digital Enablement
- Work with digital and platform teams to ensure integration into client portals and adviser tools.
- Drive automation and efficiency in the delivery and rebalancing of model portfolios.
Experience Required
- Product management background within investment management, wealth management, or financial planning.
- Deep understanding of model portfolios and discretionary investment services.
- Good knowledge of UK regulatory frameworks.
- Excellent stakeholder management and communication skills.
- Qualifications such as CFA, IMC etc. are a plus.
If we receive a high number of applications, we may need to close earlier than advertised so get your application in quickly! Regrettably please note we may not be able to reply to each and every application. We are committed to diverse and inclusive recruitment practises that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process.