Overview
In this role, you will support the Product Governance team to ensure products meet client needs and regulatory standards. You’ll contribute to governance processes, data-driven reviews, and the launch or closure of products as market opportunities evolve. You will work with cross-functional teams to maintain clear messaging and compliant documentation, shaping how products are positioned and assessed for client value. This is a hands-on role in a reputable wealth manager, offering exposure to governance forums, data analysis, and cross-team collaboration to drive client-focused outcomes.
Pay / Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme
- Pension Scheme (non-contributory)
- Private Medical Insurance
- Life Assurance (4x salary)
- Income Protection (75% of salary)
Responsibilities
- Produce product review papers for the Product Governance Forum and wider business
- Source papers and data for the PGF from other teams
- Attend monthly meetings of the PGF and provide challenge where needed
- Help embed Customer Duty into the team’s processes
- Analyse data to support the annual Assessment of Value
- Support maintenance of QC Product Governance Policies, Approvals and other PGF documentation
- Monitor and analyse distribution data, fund flows and other quantitative data; produce review reports for the PGF
- Collaborate with Marketing and Investment Specialists to ensure messaging and positioning of products across marketing collateral and communications
- Analyse data for fund distribution and respond to third party data requests
Key requirements
- thoroughness and accuracy in task execution
- ability to analyse and present data clearly
- strong written communication and language skills
- technical knowledge of relevant computer systems and ongoing learning
- ability to balance priorities and meet deadlines
- willingness to present findings
- understanding of regulatory obligations and TCF principles
- open to learning and developing operational knowledge
- ability to build and maintain internal and external relationships
- relevant professional qualifications such as IMC/CFA are desirable
- clear and effective communication
- effective listening
- attention to detail
- data analysis
- knowledge of regulatory frameworks and compliance
- experience with product governance processes and documentation
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