Product Reporting Manager

• Shape proposition oversight. Help develop the framework that enables Lloyds Wealth to understand how its products and services are performing for clients.
• Make data meaningful. Turn reporting, client feedback and management information into clear insights, recommendations and action.
• Influence important decisions. Present to senior stakeholders and governance forums, helping the business identify risks and opportunities at an early stage.
• Deliver good client outcomes. Lead important activities including Consumer Duty reporting, Fair Value Assessments, Proposition Reviews and Target Market reporting.
• Improve how we work. Collaborate with Technology and business teams to develop dashboards, monitoring indicators, review triggers and escalation processes.
• Build trusted relationships. Work across Lloyds Wealth and the wider Lloyds Banking Group, as well as with relevant third-party partners.

What You’ll Bring

• Significant knowledge and experience of the wealth management sector, including end-to-end proposition or product management and oversight.
• A strong understanding of the UK wealth and asset management market and its regulatory environment, particularly the Consumer Duty.
• Experience of proposition governance, client outcomes monitoring, reporting, Fair Value Assessments or product and service reviews.
• Strong commercial and analytical capability, with the ability to interpret information, identify emerging risks and recommend practical action.
• Experience developing or improving management information, reporting frameworks, performance indicators or governance processes.
• Excellent communication and stakeholder management skills, with the confidence to influence and constructively challenge senior colleagues.
• Strong written and verbal communication skills, including experience preparing papers and presenting to senior governance forums.
• Experience managing third-party relationships and resolving issues across organisational boundaries.
• The ability to stay informed about regulatory and industry developments and translate them into meaningful improvements.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some Fantastic Benefits Our Colleagues Enjoy

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
• Financial Advice: Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards and Benefits section of our Careers website.

We Support Flexible Working

We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You Belong Here

We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.