Senior Investment Product Manager
- Employer
- Quilter
- Location
- London, United Kingdom
- Salary
- Competitive
- Closing date
- Aug 31, 2023
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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What the Hiring Manager Says
This is an exciting opportunity to work within the newly created Commercial and Propositions team which spans our new business segment, bringing together Quilter Investors, Quilter Investment Platform and Quilter Financial planning.
As a Senior Product Manager, you will help maintain the Quilter Investors' fund range and management portfolio services (MPS), supporting multiple aspects of the end-to-end customer journey, ensuring these solutions meet customer, legal and regulatory requirements and deliver suitable returns for shareholders.
Head of Proposition and Architecture Delivery Team
About the Role
Senior Investment Product Manager
Level: 5
Department: Commercial & Proposition
Location: London, England or Southampton, England
Contract type: Permanent, Full-Time, Hybrid Working
As Senior Product Manager you will support and maintain the investment solution proposition, which consists of a suite of multi-asset and single asset class funds, as well as MPS. You will help ensure that these solutions continue to operate efficiently and remain compliant with all regulatory, tax and corporate rules. You will deliver product changes including fund launches / mergers / closures, undertake and support product reviews, evaluate customer outcomes, and support assessments of value.
You will furthermore support the strategic and commercial development of these ranges. This includes ensuring the investment solutions remain fit for purpose, comparing and contrasting their USPs against competitors, market developments and customer and adviser feedback, to drive good customer outcomes and propose value adding developments.
You will maintain an up-to-date knowledge of relevant regulation such as UCITS and Mifid II and ensure that all fund legal documentation adheres to regulatory requirements. Where applicable, you will be expected to help formulate responses on consultations. You will also help ensure that all internal product documentation are maintained to a very high standard.
The role offers the opportunity to get involved with a wide variety of fund and MPS related activities, including defining investment guidelines, assessing the FCA's rules on Sustainability Disclosure Requirements (SDR), owning changes to fund literature, leading on fund changes as well as working closely with multiple disciplines including investment risk, performance, research, fund accounting, compliance and legal.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
Our ideal candidate has strong knowledge of the investment management industry, including a detailed knowledge and understanding of fund regulation such as UCITS and Mifid II as defined in COLL. You will ideally have 5+ years' experience in a product development role with an investment manager and have proven experience of leading on fund changes including regulatory filings, shareholder communications, and drafting internal governance papers.
You will be an effective communicator at all levels including to senior managers and board members, have a strong ability to influence, persuade and challenge individuals, and be able to own and drive work independently. You will be expected to write comprehensive product proposals, product recommendations and specifications for product changes and present these for approval to forums/committees to support a culture of strong governance oversight.
You will also have a high attention to detail and be able to understand or perform complex numerical analysis, for example fund performance and capital market assumptions.
You will objectively and systematically analyse problems and risks to drive to appropriate outcomes and have experience of delivery in complex high-pressure situations.
Ideally you will have gained a financial market certification such as IMC (Investment Management Certificate) or CFA (Chartered Financial Analyst).
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
This is an exciting opportunity to work within the newly created Commercial and Propositions team which spans our new business segment, bringing together Quilter Investors, Quilter Investment Platform and Quilter Financial planning.
As a Senior Product Manager, you will help maintain the Quilter Investors' fund range and management portfolio services (MPS), supporting multiple aspects of the end-to-end customer journey, ensuring these solutions meet customer, legal and regulatory requirements and deliver suitable returns for shareholders.
Head of Proposition and Architecture Delivery Team
About the Role
Senior Investment Product Manager
Level: 5
Department: Commercial & Proposition
Location: London, England or Southampton, England
Contract type: Permanent, Full-Time, Hybrid Working
As Senior Product Manager you will support and maintain the investment solution proposition, which consists of a suite of multi-asset and single asset class funds, as well as MPS. You will help ensure that these solutions continue to operate efficiently and remain compliant with all regulatory, tax and corporate rules. You will deliver product changes including fund launches / mergers / closures, undertake and support product reviews, evaluate customer outcomes, and support assessments of value.
You will furthermore support the strategic and commercial development of these ranges. This includes ensuring the investment solutions remain fit for purpose, comparing and contrasting their USPs against competitors, market developments and customer and adviser feedback, to drive good customer outcomes and propose value adding developments.
You will maintain an up-to-date knowledge of relevant regulation such as UCITS and Mifid II and ensure that all fund legal documentation adheres to regulatory requirements. Where applicable, you will be expected to help formulate responses on consultations. You will also help ensure that all internal product documentation are maintained to a very high standard.
The role offers the opportunity to get involved with a wide variety of fund and MPS related activities, including defining investment guidelines, assessing the FCA's rules on Sustainability Disclosure Requirements (SDR), owning changes to fund literature, leading on fund changes as well as working closely with multiple disciplines including investment risk, performance, research, fund accounting, compliance and legal.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
Our ideal candidate has strong knowledge of the investment management industry, including a detailed knowledge and understanding of fund regulation such as UCITS and Mifid II as defined in COLL. You will ideally have 5+ years' experience in a product development role with an investment manager and have proven experience of leading on fund changes including regulatory filings, shareholder communications, and drafting internal governance papers.
You will be an effective communicator at all levels including to senior managers and board members, have a strong ability to influence, persuade and challenge individuals, and be able to own and drive work independently. You will be expected to write comprehensive product proposals, product recommendations and specifications for product changes and present these for approval to forums/committees to support a culture of strong governance oversight.
You will also have a high attention to detail and be able to understand or perform complex numerical analysis, for example fund performance and capital market assumptions.
You will objectively and systematically analyse problems and risks to drive to appropriate outcomes and have experience of delivery in complex high-pressure situations.
Ideally you will have gained a financial market certification such as IMC (Investment Management Certificate) or CFA (Chartered Financial Analyst).
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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