Are you passionate about shaping the future of retail investing Do you bring experience across ISA SIPP and wider retail investment products alongside a strong grasp of regulatory and change management If so wed love to hear from you.
Were looking for a commercially minded analytical and curious professional to join our Retail Strategy & Offer Change this role youll help us assess the evolving retail investment landscape identify strategic opportunities and guide the business through change. Youll work closely with senior leaders product teams and crossfunctional partners to ensure we deliver insightdriven competitive and compliant propositions for our clients.
What Youll Do
- Partner with business stakeholders to analyse retail strategy market trends and competitive positioning - translating insight into meaningful recommendations.
- Develop and refine business requirements for product and offer changes (e.g. ISA SIPP investment accounts) and oversee those changes through to production.
- Build and deliver compelling materials for senior leadership including presentations white papers and case studies.
- Interpret complex datasets and transform them into clear actionable insights to drive decisionmaking.
- Develop and maintain strong collaborative relationships with key stakeholders business partners and peer teams keeping them informed aligned and engaged.
- Support strategic initiatives and contribute to the development of longterm business plans.
- Stay informed on regulatory change consumer behaviour trends and the competitive retail investment landscape.
- Contribute to continuous improvement professional development and bestpractice sharing across the team.
- Participate in crossfunctional projects and perform additional duties as required.
What Were Looking For
- Experience within the retail investment or wealth management sector ideally with exposure to products such as ISAs SIPPs GIAs or investment wrappers.
- Background in business strategy product analysis or change management ideally supporting regulated environments.
- Strong analytical skills with the ability to interpret complex information and present insights clearly and persuasively.
- Experience working with crossfunctional partners and influencing stakeholders at all levels.
- Comfortable navigating regulatory considerations and understanding the impact of market or rule changes on the customer and the business.
- Strong communication skills and the ability to craft highquality written and visual outputs.
- A proactive curious mindset with a passion for continuous learning.
- Degreelevel education or equivalent professional experience.
Why Join Us
- A chance to work at the heart of a growing retail investment business.
- Real influence over strategic direction and product evolution.
- A collaborative culture that encourages curiosity and innovation.
- Great exposure to senior leadership and meaningful career development pathways.
Special Factors
- Vanguard is not offering visa sponsorship for this position.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Required Experience:
IC
Are you passionate about shaping the future of retail investing Do you bring experience across ISA SIPP and wider retail investment products alongside a strong grasp of regulatory and change management If so wed love to hear from you.Were looking for a commercially minded analytical and curious prof...
Are you passionate about shaping the future of retail investing Do you bring experience across ISA SIPP and wider retail investment products alongside a strong grasp of regulatory and change management If so wed love to hear from you.
Were looking for a commercially minded analytical and curious professional to join our Retail Strategy & Offer Change this role youll help us assess the evolving retail investment landscape identify strategic opportunities and guide the business through change. Youll work closely with senior leaders product teams and crossfunctional partners to ensure we deliver insightdriven competitive and compliant propositions for our clients.
What Youll Do
- Partner with business stakeholders to analyse retail strategy market trends and competitive positioning - translating insight into meaningful recommendations.
- Develop and refine business requirements for product and offer changes (e.g. ISA SIPP investment accounts) and oversee those changes through to production.
- Build and deliver compelling materials for senior leadership including presentations white papers and case studies.
- Interpret complex datasets and transform them into clear actionable insights to drive decisionmaking.
- Develop and maintain strong collaborative relationships with key stakeholders business partners and peer teams keeping them informed aligned and engaged.
- Support strategic initiatives and contribute to the development of longterm business plans.
- Stay informed on regulatory change consumer behaviour trends and the competitive retail investment landscape.
- Contribute to continuous improvement professional development and bestpractice sharing across the team.
- Participate in crossfunctional projects and perform additional duties as required.
What Were Looking For
- Experience within the retail investment or wealth management sector ideally with exposure to products such as ISAs SIPPs GIAs or investment wrappers.
- Background in business strategy product analysis or change management ideally supporting regulated environments.
- Strong analytical skills with the ability to interpret complex information and present insights clearly and persuasively.
- Experience working with crossfunctional partners and influencing stakeholders at all levels.
- Comfortable navigating regulatory considerations and understanding the impact of market or rule changes on the customer and the business.
- Strong communication skills and the ability to craft highquality written and visual outputs.
- A proactive curious mindset with a passion for continuous learning.
- Degreelevel education or equivalent professional experience.
Why Join Us
- A chance to work at the heart of a growing retail investment business.
- Real influence over strategic direction and product evolution.
- A collaborative culture that encourages curiosity and innovation.
- Great exposure to senior leadership and meaningful career development pathways.
Special Factors
- Vanguard is not offering visa sponsorship for this position.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Required Experience:
IC
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