Strategy Lead Retail Investments

The Role 

Were looking for a strategic driven and purpose-led Strategy Lead to drive growth innovation and impact across key retail products at Octopus Investments. This is a hands-on high-influence role at the centre of our retail agenda - setting direction spotting opportunities and turning strategy into measurable outcomes. Youll thrive on pace ambiguity and building momentum across cross-functional teams ensuring our products stay ahead of market trends and deliver exceptional value for investors. 

In the first 12 months success will mean delivering against a defined strategic growth plan Testing and validating new propositions or market segments and ensuring the product continues to meet investor needs within the regulatory and market context and delivers exceptional value. To achieve this youll work closely with senior stakeholders across investments distribution operations legal and compliance.  

Key Responsibilities 

• Strategy: Define innovate and execute the long-term strategies for retail tax products ensuring alignment with Octopus broader business objectives and market opportunities while embedding Consumer Duty principles to consistently deliver good outcomes for investors. 

• Commercial focus: Build commercially focused strategies for products focusing on growth and retention. Act as the accountable owner for delivery of the strategic plan reporting progress and outcomes to the external Board. Able to build and analyse financial models of the product to assess commercial opportunities including AUM retention and revenue. 

• Cross-Functional Leadership: Lead cross-functional teams to deliver on strategic priorities including product development operational enhancements and regulatory initiatives. 

• Market Insight & Innovation: Monitor market trends competitor activity and regulatory developments to ensure Octopus products remain competitive and compelling for investors. Identify size and test new market opportunities product enhancements and strategic partnerships to drive sustainable growth. 

• Stakeholder Engagement: Build strong relationships with internal and external stakeholders including senior leadership regulators advisers and investors. 

• Board Management: Act as a liaison with the external Boards reviewing preparing and presenting board papers where appropriate. 

Qualifications :

 Proven experience in a senior product strategy or business leadership role within financial services with deep expertise in retail tax-advantaged products including knowledge of regulatory rules and ability to analyse performance and scenarios through this lens. 

 Strong financial modelling and analysis skills with proven ability to build stress-test and interpret complex models to support investment decisions scenario planning and product performance evaluation. 

 An understanding of FCA regulations governance frameworks and board-level reporting with experience in turnaround product or investment strategy. 

 Exceptional communication and stakeholder management skills with experience engaging at board and executive level. 

 Commercially minded with a track record of driving product growth and innovation. 

 Background in venture capital investment management or financial product development. 

Desirable

• The ideal candidate will be accountancy qualified (e.g. ACA ACCA CIMA CFA) or hold an MBA from a recognised institution 

Additional Information :

What we offer

  A competitive salary bonus pension and share incentive plan
Take what you need holiday
 Flexible working 
Anchor (our wellness hub) which includes Headspace one to one coaching through Sanctus Parent Cloud Digital GP Shout & more
Enhanced family leave policies
Life insurance critical illness cover and income protection
Private medical insurance for you and your family
Electric vehicle leasing
The option to work overseas up to a month per year

Our Values 
At our core we believe that how a company behaves is just as important as what it does. Thats why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders employees customers communities environment and shareholders are considered in every decision we make. 

We are committed to building a workplace where diversity is valued and inclusion is a priority. By providing equal opportunities for growth and development we embrace and celebrate all races genders religions sexual orientations ages disabilities and socio-economic backgrounds. We believe teams achieve their best when every member feels safe respected and empowered to be their authentic selves.

Were proud to be disability confident and are committed to supporting candidates with a disability including neurodiversity and mental health conditions throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process well be happy to accommodate where possible.

Remote Work :

No

Employment Type :

Full-time