Strategy Lead - Retail Investments at Octopus

City of London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

31 Dec, 25

Salary

0.0

Posted On

02 Oct, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Strategy, Financial Modelling, Stakeholder Management, Product Development, Market Insight, Innovation, Regulatory Knowledge, Commercial Focus, Cross-Functional Leadership, Communication Skills, Investment Strategy, Growth, Retention, Team Leadership, Analytical Skills, Consumer Duty Principles

Industry

Financial Services

Description

Company Description At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world. We think working here is great, but we’re understandably bias. Click here to explore Life at Octopus. Job Description The Role We’re 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. You’ll 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, you’ll 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. That’s 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. We're 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, we’ll be happy to accommodate where possible.

Responsibilities

The Strategy Lead will define and execute long-term strategies for retail tax products, ensuring alignment with broader business objectives. This role involves leading cross-functional teams to deliver on strategic priorities and monitoring market trends to keep products competitive.