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Product Manager
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Product Manager
Product Specialist
About the Role
We are seeking a highly analytical and commercially minded Product Specialist to join our Product Management team. This role focuses primarily on tax-efficient account types, with particular emphasis on Individual Savings Accounts (ISA) and Self-Invested Personal Pensions (SIPP).
Reporting directly to the COO, you will be responsible for ensuring operational excellence across tax-efficient product controls while driving product enhancements to improve client experience and identifying opportunities for business growth through product innovation. This exceptional opportunity is ideal for a commercially aware professional with demonstrable ISA experience to take ownership of a critical product line within a high-growth, global financial services organisation.
Key Responsibilities
1. Product Control & Operational Oversight
- Conduct first-line-of-defence monitoring of product controls and operational processes for ISA, SIPP, and European tax-efficient accounts (e.g., PEA, ISK, TBSZ).
- Perform regular control reviews to detect and remediate issues such as:
- Ineligible investments
- Over-contributions
- Cash/in-specie transfer errors
- Develop and maintain control frameworks ensuring compliance with:
- HMRC ISA regulations
- FCA requirements
- Relevant European tax authority rules
- Escalate control breaches and coordinate remediation with Operations, Compliance, and Technology teams.
- Monitor key performance indicators (KPIs) and management information related to tax-efficient account operations, identifying trends, anomalies, and opportunities.
- Serve as the primary point of contact for complex UK tax-efficient account operational issues, coordinating resolutions across:
- Client Services
- Operations
- Tax
- Legal
- Compliance
2. Product Enhancement & Client Experience
- Drive continuous improvement by identifying friction points across the client journey, including:
- Account opening
- Funding
- Transfers
- Trading
- Withdrawals
- Project manage product enhancement initiatives from conception to implementation and post-launch review, including:
- Scope, timelines, and resource planning
- Risk mitigation strategies
- Dependency management
- Coordinate cross-functional teams with Technology, Operations, Compliance, Legal, and Commercial teams to ensure on-time, on-budget delivery.
- Develop and maintain:
- User guides
- FAQs
- Training materials
- Internal process documentation
- Conduct post-implementation reviews to capture lessons learned and drive operational improvement.
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3. Business Growth & Strategic Development
- Use product knowledge and market expertise to identify business growth opportunities, including:
- Feature enhancements
- New client segment targeting
- Competitive positioning improvements
- Analyse client behaviour and product usage data to identify:
- Growth opportunities
- Cross-sell potentials
- Product optimisation needs
- Create management information dashboards to track:
- Client activity
- Product performance
- Key metrics (account growth, AUM, revenue, engagement, retention)
- Develop business cases for new products and features, including:
- Market sizing
- Revenue projections
- Implementation requirements
- Contribute to strategic planning and roadmap development for UK retail investment products, ensuring:
- Competitiveness
- Alignment with client needs
- Commercial objectives
- Regulatory compliance
Qualifications & Experience
Required
- University degree in finance, economics, business, or a related field.
- Demonstrable experience working with UK Individual Savings Accounts (ISA), including:
- Strong understanding of:
- ISA regulations
- Eligible investments
- Contribution limits
- Transfer rules
- HMRC reporting requirements
- Strong understanding of:
- 4+ years’ experience in a product management, operations, or control function within financial services (e.g., brokerage, wealth management, investment platform, or retail banking).
- Strong analytical capabilities, with the ability to:
- Interpret complex data
- Generate actionable insights
- Proven project management experience, including:
- Coordination of cross-functional teams
- Delivery of results
- Excellent stakeholder management skills across:
- Technical teams
- Commercial functions
- Compliance
- Strong written and verbal communication skills, including:
- Production of clear documentation
- Presentation to senior management
- Fluent in English.
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Highly Desirable
- Knowledge/experience of mutual funds operations, including:
- Fund structures (UCITS, OEICs, unit trusts)
- Order processing
- Settlement cycles
- Transfer agency functions
- Trailer fees & distribution arrangements
- Experience with fund eligibility for tax-advantaged accounts
- Experience navigating fund data providers
- Experience with Self-Invested Personal Pensions (SIPP), including:
- Pension regulations
- HMRC requirements
- Eligible investments
- Transfer processes
- Experience with European tax-advantaged accounts (e.g., PEA, ISK, TBSZ) or a willingness to develop expertise.
- Working knowledge of FCA regulations, particularly:
- Retail investment products
- Client money/assets
- Product governance (PROD)
- Experience with control frameworks, first-line-of-defence activities, or operational risk management.
- Familiarity with brokerage operations, including:
- Trading
- Settlement
- Corporate actions
- Custody
- Experience with data analysis and visualisation tools, e.g.:
- SQL
- Tableau
- Power BI
- Excel
- Project management qualification (e.g., PRINCE2, PMP, Agile) or equivalent practical experience.
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