Investments Product Manager

Responsibilities

• You'll take ownership of the governance and ongoing development of our investment product range throughout its lifecycle, acting as the link between Investment Management, Risk, Compliance, Operations, Distribution and Marketing.
• Your responsibilities will 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 ongoing review of investment products, ensuring they remain aligned to customer needs, commercial objectives and regulatory requirements.
• Producing and maintaining Fair Value Assessments in line with Consumer Duty, identifying trigger events and escalating any value for money concerns.
• Monitoring customer outcomes and maintaining Consumer Duty management information and key performance indicators.
• Supporting the successful marketing and distribution of investment products, including the production and review of product documentation.
• Building strong relationships with stakeholders across Investment Management, Compliance, Risk, Legal, Operations and Distribution.
• Preparing papers and presenting updates to governance and committee meetings, with opportunities to deputise for the Head of Product where required.
• Monitoring competitor activity and market developments to identify opportunities to strengthen the AJ Bell Investments proposition.
• Leading and supporting strategic projects that enhance our investment product offering.
• About you
• You'll already have significant experience working within investment product management, product governance or product development, ideally within an asset manager, discretionary investment manager or wealth management business.
• You'll bring:
• A Level 4 investment qualification such as the Investment Management Certificate (IMC), CISI Diploma or equivalent.
• At least five years' experience in investment product management, product development or fund governance.
• Strong knowledge of the FCA Handbook, including COLL, COBS and SYSC.
• Practical experience applying Consumer Duty, including Fair Value Assessments, target market reviews and customer outcomes monitoring.
• A good understanding of authorised funds, Managed Portfolio Services and discretionary investment management.
• Excellent stakeholder management skills with the ability to build credibility across Investment Management, Risk, Compliance, Legal and Operations.
• Experience operating within a first line risk environment, identifying and managing risks within your area of responsibility.
• Strong written communication skills with experience preparing governance papers, committee reports and regulatory documentation.
• Previous people leadership or team management experience.
• It would also be beneficial if you have:
• Experience working with UK investment platforms.
• Knowledge of platform due diligence and fund data distribution.
• Exposure to passive investing, retirement solutions or responsible investing.
• Experience 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 everyone, from professional financial advisers to first-time investors.
• Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.
• We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.

Benefits

Additional Information

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 and help ensure our products continue to meet the highest standards of governance, customer value and regulatory compliance.

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