
at M&G
Asset ManagementPosted 5 days ago
No clicks
**Director – Investment Proposition** - Shape UK advised wealth & retirement market's investment proposition suite (insured funds, smoothed solutions, OEICs, MPS) - Deliver strategy, governance, sustainable customer outcomes, and drive asset growth - Lead, influence cross-functional teams, collaborate with CIO, Distribution & Product Proposition - Requires senior investment management experience, adviser communication, and retirement solutions knowledge - M&G offers competitive benefits, inclusive culture, and flexible work arrangements
- Compensation
- Not specified GBP
- City
- London, Stirling, Edinburgh
- Country
- United Kingdom
Currency: £ (GBP)
Full Job Description
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.
We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.
Background:
In order to achieve M&Gs growth ambitions and support the aspiration of M&Gs Life business to be a force for good, this is an exciting opportunity to shape and influence our retail investment proposition suite and be at the forefront of how we meet the needs of customers and advisers in an ever evolving long term savings and investment market.
Role Summary
This is a senior, highimpact leadership role with responsibility for shaping and delivering the firms Investment Proposition across insured funds, smoothed solutions, OEICs and Model Portfolio Services. The role sits at the heart of the businesss growth strategy in the UK advised wealth and retirement market, combining deep investment expertise with strong commercial judgement to ensure propositions are competitive, scalable and aligned to adviser Centralised Investment and Retirement Propositions. As the senior owner of investment propositions and governance, the role plays a critical part in delivering strong, sustainable customer outcomes while supporting asset growth, retention and adviser adoption. Working closely with the CIO, Distribution and Product Proposition teams, the successful candidate will guide and influence the longterm strategic direction of the business, working with the Investment Office and external partnerships to build a marketleading proposition and reinforce the firms position as a trusted partner to advisers and their clients.
Key Responsibilities
Own Investment Proposition development and management across insured fund range, insured smoothed fund range, curated internal and external OEIC ranges ensuring a compelling proposition for the UK advised market
Create and deliver the Investment Proposition strategy and multiyear roadmap, strengthening competitiveness within targeted adviser Centralised Investment Propositions (CIPs) and Centralised Retirement Propositions (CRPs). A critical part of the role includes the development of the smoothed fund strategy for growing the distribution of smoothed funds across inhouse and third party solutions including the rationalisation of the ranges.
Provide market-led design preferences into the Life Investment Office who are in turn responsible for structuring, execution and monitoring our multiasset solutions; aiming for a clear and consistent narrative across the fund ranges.
Curate the OEIC range (both internal and external OEICS) available in our open architecture products.
Collaborate with inhouse and external MPS providers to create a strong complementary smoothed fund MPS range suitable for the target market it is designed for.
Act as senior owner with delegated responsibility for the Consumer Duty and conduct aspects of the fund ranges for both open and closed investment propositions.
Provide visible leadership on ESG and responsible investment, communicating sustainability preferences into proposition design and proposition reviews.
Own the investment communications agenda for the adviser market, collaborating with marketing and Life Investment Office to deliver clear, compliant, and adviserrelevant investment insight and key marketing messages.
Work with the Life Investment Office and Distribution to ensure all fund related communication is market leading and meets all standards of customer understanding and adviser needs.
Lead and develop a highperforming investment proposition team, establishing clear accountabilities, governance cadence, and crossfunctional collaboration with Product, Distribution, LIO, Risk, Compliance, and Operations.
Ensure all propositions support good customer outcomes, clear target market definitions, ongoing value, and alignment with UK regulatory expectations while maintaining commercial competitiveness
Core Competencies & Attributes
Strategic investment leadership able to set a clear, longterm investment proposition vision and translate it into executable roadmaps that drive growth in adviserled wealth and retirement markets.
Commercial and marketaware mindset strong understanding of the UK adviser ecosystem (CRPs, CIPs, platforms, MPS adoption) and how investment propositions create competitive advantage.
Credible investment authority respected by advisers, asset managers, and internal stakeholders as a senior investment leader with sound understanding of multiasset, smoothed, and outcomeoriented solutions.
Strong governance and risk mindset disciplined, evidenceled approach to proposition oversight, decisionmaking, and customer outcomes, balanced with appropriate commercial pragmatism.
People and influence leadership able to build, inspire, and lead highperforming specialist teams while collaborating across CIO, Product, Distribution, Risk, and Compliance at senior levels.
Experience & Qualifications
Essential:
Senior leadership experience in investment management, wealth, insurance, or DFM environments, with accountability for multiasset investment propositions.
Knowledge of retail market investment solutions, adviserfacing ecosystem and adviser investment communication experience, with the ability to articulate complex investment concepts clearly and credibly to UK wealth advisers and platforms.
Experience in retirementfocused solutions, including decumulation, volatility management, or smoothed outcomes within CRPaligned propositions.
Desirable:
Deep experience of multiasset portfolios across insured funds, smoothed funds and/or OEIC structures, including risk management, and performance oversight.
Proven experience of MPS design and governance, including either inhouse discretionary models, outsourced DFM arrangements, or hybrid/comanufactured solutions.
Experience leading or shaping ESG / responsible investment integration, including stewardship expectations and governance of sustainability claims.
What we offer:
At M&G, were committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:
As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.
Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy to balance your work and personal commitments.
Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.
To explore more about life at M&G and our full benefits offering, visit Life at M&G
We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions.
If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com
Location: London, Stirling, Edinburgh
Time Type: Full time




