Role Overview

As the UK Personal Investor (UKPI) business continues to evolve, the role provides strategic leadership across investment thinking and methodologies that underpin decision‑making across the platform.

Responsibilities

• Define and own the advice methodology underpinning managed services and investment recommendations across D2C, managed and advised propositions.
• Design and evolve frameworks for portfolio construction, model development, prioritisation, and investment change, ensuring consistency across the Investment Offer function.
• Ensure analytical models, tools, and outputs are fit for purpose, clearly understood, and translated into practical application across segments.
• Shape and own the long‑term strategic direction of the UK investment offer, including the fund line‑up and broader proposition evolution.
• Use investment insights and modelling outputs to challenge prioritisation and strategic...