- Company Name
- Morson Edge (Technology)
- Job Title
- Investment Product Manager (Wealth Investment Management)
- Job Description
-
**Job Title**
Investment Product Manager (Wealth Investment Management)
**Role Summary**
Lead the design, launch, and continuous improvement of a broad portfolio of wealth investment products, ensuring they remain commercially viable, compliant, and deliver strong customer outcomes. Drive data‑driven insights, collaborate cross‑functionally on pricing and governance, and manage the full product lifecycle from concept to retirement.
**Expectations**
- Deliver competitive investment solutions that meet regulatory, consumer‑duty, and commercial objectives.
- Influence product strategy and pricing across multi‑asset funds, alternative investments, segregated accounts, C&E portfolios, and self‑select solutions.
- Maintain robust governance, risk controls, and documentation for all product families.
- Advise senior stakeholders on market trends, customer requirements, and regulatory changes to shape future product roadmaps.
**Key Responsibilities**
- Own end‑to‑end customer journey and experience for wealth investment products.
- Conduct annual product reviews, target market assessments, and fair‑value assessments in line with governance and regulatory mandates.
- Lead MI and analytics initiatives: develop dashboards, monitor Consumer Duty outcomes, and support data‑led decision making.
- Collaborate with operations, compliance, and second‑line teams to review journeys, test product controls, and ensure a best‑in‑class client experience.
- Provide cost‑to‑serve and commercial analysis for each product family; contribute to pricing and proposition recommendations.
- Communicate findings and recommendations to senior audiences, influencing product strategy and governance outcomes.
- Monitor market trends, competitor activity, and regulatory developments; translate insights into product opportunities.
**Required Skills**
- Proven product management experience in wealth or investment management.
- Deep knowledge of investment vehicles (funds, segregated accounts, alternative products).
- Insight into UK personal banking investor segments and wealth‑manager product suites.
- Expertise in Consumer Duty, MiFID, PROD, COLL, IDD, AIFMD, SDR, SFDR.
- Strong stakeholder management; ability to influence across all organisational levels.
- Advanced analytical skills; experience building MI dashboards and interpreting data for decision‑making.
- Excellent communication; able to present complex information to senior non‑technical audiences.
- Familiarity with sustainable and responsible investing frameworks.
**Required Education & Certifications**
- Bachelor’s degree in Finance, Economics, Business, or related discipline.
- Professional qualifications such as CFA, FRM, or ACCA preferred.
- Regulatory training (e.g., IIA, CRA) for wealth/product management is an advantage.