Investment Products Expert

• Ten or more years in investment, brokerage, or asset management with accountability for a product area, portfolio, or team.
• Deep familiarity with client investment instruments and market mechanics.
• Strong understanding of brokerage regulatory environments at European, national, and supervisory levels.
• Proven product ownership from business case to scale or retirement.
• Experience driving initiatives through large organizations with alignment across stakeholders.
• Comfort working with technology teams and knowledge of iterative versus sequenced delivery approaches.

Nice to have:

• Experience integrating investment products into bank mobile and online channels.
• Experience defining sales for funds and certificate-based products.
• Background in fund management, transfer agency, depositary, or fund accounting.
• Experience defining service operations and performance metrics.
• Recognized investment qualifications such as CFA or investment adviser or broker licence.

• Own the strategy for the retail investment and brokerage offering, deciding what gets built, simplified, or withdrawn.
• Manage lifecycle of products in portfolio, deciding investment and simplification actions.
• Shape how offerings are sold and serviced based on client and adviser experience.
• Track market trends domestically and internationally to propose competitive offerings.
• Lead complex cross-functional initiatives ensuring scope, timing, risk, and outcomes.
• Serve as the definitive internal reference on investment products and brokerage regulation and elevate domain expertise internally.