Investment Proposition Development Senior Manager

Phoenix Group
Edinburgh
Workplace: HybridContractGBP 53,000+ annuallyFunction: Solutions Engineering & Sales EngineeringSkills: ["Stakeholder management","Strategic thinking","Governance","Investment analysis"]

Lead the Workplace Investment team as it shapes the future of the default investment proposition. Drive strategic initiatives including introducing private markets into Sustainable Multi Asset (SMA), redesigning the at-retirement investment strategy, and scaling the Future Opportunities proposition. Develop investment recommendations, coordinate governance approvals, and oversee implementation planning with Distribution, Asset Management, Investment Operations, and Master Trust stakeholders to deliver the 2027 roadmap.

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Phoenix Group
Phoenix Group
2 days ago

Investment Proposition Development Senior Manager

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Last checked: 6 hours agoStatus: Live

Job Summary

Lead the Workplace Investment team as it shapes the future of the default investment proposition. Drive strategic initiatives including introducing private markets into Sustainable Multi Asset (SMA), redesigning the at-retirement investment strategy, and scaling the Future Opportunities proposition. Develop investment recommendations, coordinate governance approvals, and oversee implementation planning with Distribution, Asset Management, Investment Operations, and Master Trust stakeholders to deliver the 2027 roadmap.
Location: Edinburgh
Workplace: Hybrid
Employment Type: Contract · 12 months
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Lead delivery of key strategic initiatives for the default investment proposition, including private markets in Sustainable Multi Asset (SMA) and review of at-retirement strategy.
  • •Develop investment recommendations and coordinate governance approvals to move initiatives forward.
  • •Oversee implementation planning and work with Distribution, Asset Management, Investment Operations, and Master Trust stakeholders.
  • •Agree, shape, and drive the 2027 proposition roadmap balancing member outcomes, commercial considerations, and regulatory requirements.
  • •Review and scale the Future Opportunities proposition to improve long-term retirement outcomes for members.

Pay and Benefits

Salary: GBP 53,000 annually
Perks:Health InsuranceAnnual LeavePensionLife AssuranceIncome ProtectionVolunteering Days

Key Requirements

  • •Lead the development and delivery of strategic investment proposition initiatives across SMA, Future Opportunities, and route into retirement solutions.
  • •Define requirements for future strategic asset allocation reviews using robust member, commercial, and investment analysis.
  • •Drive governance activity through proposition development, business case creation, and approval forums.
  • •Coordinate implementation planning and stakeholder engagement across Distribution, Asset Management, Investment Operations, Master Trust, and Investment Communications.
  • •Use strong investment knowledge, stakeholder management, and strategic thinking to deliver complex proposition enhancements.
Skills:Stakeholder managementStrategic thinkingGovernanceInvestment analysis

Company Brief

Phoenix Group
A UK long-term savings and retirement business operating brands including Standard Life, SunLife, Phoenix Life and ReAssure, managing pensions, annuities and wealth solutions with c.12 million customers and large assets under administration.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1782
Glassdoor
Glassdoor: 3.8
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