Investment Offering Manager 12 months Fixed Term Contract - NatWest Group - #2164386

eFinancialCareers


Date: 2 weeks ago
City: London
Contract type: Full time
eFinancialCareers

Join us as an Offering Manager, Investment Products & Solutions

  • You'll shape and lead the strategic direction of the Investment Products & Solutions (IP&S) proposition, securing alignment with business objectives and evolving client needs
  • You'll drive critical design decisions across fund ranges, portfolio solutions and risk profiles, strengthening differentiation and maintaining a competitive market position
  • You will be a key member of the team working to align our investment offering across the combined Coutts and Evelyn Partners business.
  • Gain the opportunity to act as a trusted advisor on complex investment and proposition matters, influencing senior stakeholders and shaping high-impact strategic decisions across the business
  • You'll work from home some of the time but will be expected to work from our London office a minimum of three days a week
  • This role will be offered for a period of 12 months


What you'll do

As an Offering Manager, you'll lead the strategic development and delivery of the IP&S offering within the Client Solutions function. You'll take ownership of key performance indicators and strategic milestones, shaping a compelling and differentiated investment proposition that meets the evolving needs of clients across of Coutts and Evelyn Partners.

Along with this, you'll drive complex, high-impact initiatives across the IP&S platform, spanning regulatory change, product innovation, and market expansion. Operating as a recognised expert, you'll partner closely with senior stakeholders to advise on complex investment and proposition matters, helping shape strategic direction and decision-making.

You'll also be:

  • Leading the evolution of the IP&S and Evelyn Partners product suite, managing multi-disciplinary teams to deliver major change and innovation initiatives
  • Driving integration across the combined Coutts and Evelyn Partners business, client segments and business units, making sure activity is aligned strategically and operationally across the platform
  • Leading projects and a developing team of specialists, setting clear direction and enabling delivery of key components of the investment proposition
  • Contributing to thought leadership as a recognised industry expert and representing NatWest Group in external forums where appropriate
  • Driving continuous improvement, using benchmarking, competitor analysis, and client insight to keep the proposition competitive and market-leading
  • Partnering with risk and control functions, including first and second Line of defence, to secure robust governance and effective risk management across the offering lifecycle


The skills you'll need

To succeed in this role, you'll bring deep knowledge of the investment product suite across IP&S. You'll combine this with a strong understanding of the UK Wealth Management market, including regulatory frameworks, competitive dynamics and emerging trends. You'll also need a proven track record of formulating and delivering strategic business plans, including oversight of multi-disciplinary teams, project delivery and large-scale initiatives, that drive growth and innovation.

We'll expect you to have:

  • The ability to advise and influence senior stakeholders, acting as a recognised subject matter expert on complex investment and propositional matters
  • Strong experience leading and delivering through cross-functional teams, making sure strategic and operational alignment across investment offerings
  • A collaborative approach to working across diverse stakeholders and business areas, enabling integrated and coherent proposition delivery
  • Proven experience leading the development of unitised and discretionary investment propositions across multiple client segments

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