AJ Bell
Investments Product Manager
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Product Manager (Investments) – AJ Bell Investments
We're committed to delivering high-quality investment solutions that help customers achieve better financial outcomes. As our product range continues to evolve, we're looking for an experienced Product Manager to play a key role in shaping, governing, and developing our authorised fund range and Managed Portfolio Service (MPS).
This is an opportunity to join a collaborative, high-performing investment business where you'll:
- Influence product strategy
- Work closely with senior stakeholders across the organisation
- Ensure our products meet the highest standards of governance, customer value, and regulatory compliance
Responsibilities
As Product Manager, you’ll take ownership of the governance and ongoing development of our investment product range throughout its lifecycle. Key responsibilities include:
- Leading and developing a team supporting the AJ Bell Investments product range
- Owning the product approval process for new funds, share classes, and Managed Portfolio Service launches
- Leading the design, enhancement, and review of investment products, ensuring alignment with:
- Customer needs
- Commercial objectives
- Regulatory requirements
- Producing and maintaining Fair Value Assessments in line with Consumer Duty, including:
- Identifying trigger events
- Escalating value-for-money concerns
- Monitoring customer outcomes and maintaining:
- Consumer Duty management information
- Key performance indicators (KPIs)
- Supporting marketing and distribution of products, including:
- Production and review of product documentation
- Collaboration on go-to-market strategies
- Building strong relationships with stakeholders across:
- Investment Management
- Risk
- Compliance
- Legal
- Operations
- Distribution
- Presenting updates to governance and committee meetings, including deputising for the Head of Product where required
- Monitoring competitor activity and market developments to:
- Strengthen the AJ Bell Investments proposition
- Identify strategic opportunities
- Leading and supporting strategic projects that enhance the investment product offering
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Requirements
You’ll bring significant experience in investment product management, governance, or development, ideally within:
- An asset manager
- A discretionary investment manager
- A wealth management business
Essential Criteria
- A Level 4 investment qualification, such as:
- Investment Management Certificate (IMC)
- CISI Diploma
- Equivalent qualification
- At least five years’ experience in:
- Investment product management
- Product development
- Fund governance
- Strong knowledge of:
- The FCA Handbook (COLL, COBS, SYSC)
- Consumer Duty implementation (e.g., Fair Value Assessments, target market reviews)
- Authorised funds, Managed Portfolio Services (MPS), and discretionary management
- Exceptional stakeholder management skills, able to build credibility across:
- Investment Management
- Risk
- Compliance
- Legal
- Operations teams
- Experience operating in a first-line risk environment, identifying and mitigating risks
- Strong written communication skills for:
- Governance papers
- Committee reports
- Regulatory documentation
- Previous team leadership or management experience
Beneficial (but not required)
- Experience with UK investment platforms
- Knowledge of:
- Platform due diligence
- Fund data distribution
- Passive investing
- Retirement solutions
- Responsible/sustainable investing
- Awareness of Sustainability Disclosure Requirements (SDR)
About AJ Bell
AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for clients from:
- Professional financial advisers
- First-time investors
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Scale & Impact
- 723,000+ customers
- £108.7 billion+ in assets under management
- Committed to simplifying and democratising investing
Culture & Recognition
- UK’s Best 100 Companies to Work For (six consecutive years)
- Great Place to Work® (2025 and 2026)
- Supportive, collaborative environment
What We Offer
Benefits
| Benefit | Details |
|---|---|
| Holiday | 27 days (increasing with service) + bank holidays + buy/sell holiday scheme |
| Pension | 8% contribution + employer matching |
| Bonus & Share Schemes | Discretionary bonus, free shares, BAYE share plan |
| Health & Wellbeing | Health Cash Plan, discounted private healthcare, free gym access |
| Family & Flexibility | Enhanced family leave, travel/bike loan schemes, Employee Assistance Programme |
Work Life
- Hybrid model: Minimum 50% office time/month (with initial full-time period for new starters)
- Office locations: London or Manchester
- Social & Learning: Team events (e.g., summer/Xmas parties), tailored development opportunities
- Dress Code: Informal
Inclusion & Diversity
- Total inclusion culture: Respect for diverse backgrounds
- Blind recruitment: Based on skills, experience, potential
Location & Compensation
- Business Area: AJ Bell Investments
- Locations: Manchester or London
- Salary Range: £50,000–£60,000 per year
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