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Purpose of the role:
- To ensure the corporate retirement fund business remains competitive with the best in the industry by driving product development, enhancement and maintenance. You will be responsible for all aspects of the product proposition, ensuring it remains relevant, competitive and aligned with client needs.
- You will support the sales and distribution teams to grow the business by developing a strong commercial strategy, refining technical marketing and positioning and designing underlying models to support an effective client sales strategy.
- This role also includes helping to shape the operational strategy, ensuring best practices and optimizing value-added services offered through the corporate channel.
- A strong technical investment background is essential. You must be able to present effectively at trustee, management and executive committee meetings, demonstrating deep expertise in investment performance, asset allocation and risk management within a multi-asset portfolio framework.
Product Development & Maintenance
- Design, develop and maintain the corporate retirement fund product to ensure competitiveness and alignment with market trends and regulatory requirements.
Sales Enablement & Commercial Strategy
- Develop and implement a commercial strategy that supports business growth, ensuring alignment between product positioning and sales objectives.
- Provide technical marketing support, including the creation of compelling sales collateral and product insights for advisers, employers and members.
Operational Strategy & Value-added Services
- Support the implementation of an operational strategy that ensures best-in-class product delivery and service experience.
- Identify and integrate value-added services to enhance the corporate channel’s offering, ensuring continuous improvement and innovation.
Investment Knowledge & Portfolio Analysis
- Be able to provide in-depth analysis of investment performance, asset allocation (and attribution) and assess risk factors of an investment portfolio for retirement objectives.
- Present insights at trustee, ManCo and executive meetings.
Stake Holder Engagement & Market Positioning
- Collaborate with internal and external stakeholders, including sales teams, investment teams and even industry partners to strengthen market positioning.
- Stay informed on industry trends, competitor strategies and regulatory developments, ensuring product remains ahead of the curve.
Skills and Experience:
- Investment qualification, CFA, CFP or equivalent
- Regulatory Knowledge e.g. RE5 exam
- Umbrella pension specific product knowledge e.g. previously been a broker consultant or Umbrella operations manager
- Experience in a similar role for a minimum of 5-10 years
