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Enterprise Investment Scheme (EIS) Product Lead
Posted 13 days 10 hours ago by Octopus Group
Founded in 2000, Octopus is a group of businesses investing in the people, ideas and industries that will change the world. We're passionate about helping people get more from their money and have built an ecosystem of businesses that do just that - including Octopus MoneyCoach, Seccl, and Octopus Wealth.
AtOctopus Investments, we're experts in financial services and proud to be a certifiedB Corp. That means we care as much about the impact of our investments as the returns they generate. Today, we manage more than£12.4 billionon behalf of retail and institutional investors.
We think working here is great, but we're understandably bias. Clickhere to explore Life at Octopus.
About the RoleWhat We're looking for
We're looking for a strategic and collaborativeProduct Leadto take ownership of ourEnterprise Investment Scheme (EIS)offering. This is a senior role that blends product strategy, governance, and cross-functional leadership - ideal for someone with experience in financial services and a passion for building financial products that deliver value and impact.
You'll work closely with ourCo-Head of Retailand other senior leaders to shape the future of our EIS proposition, ensuring it remains competitive, compliant, and aligned with investor needs.
What you'll do
- Own the EIS Product Strategy:Lead the development, evolution and lifecycle management of our EIS product line.
- Drive Product Governance:Build and maintain robust governance frameworks across our investment products, ensuring regulatory compliance and risk management.
- Collaborate Cross-Functionally:Partner with legal, compliance, operations, marketing, and investment teams to deliver seamless product oversight.
- Engage Stakeholders:Act as the go-to expert for EIS and product governance, providing strategic insights to senior leadership.
- Stay Ahead of the Curve:Monitor market trends, competitor activity and regulatory changes to keep our products future-fit.
- Champion the Customer:Ensure our products are designed with transparency, clarity and investor value at their core.
- Continuously Improve:Identify opportunities to enhance product performance, governance processes and operational efficiency.
- Proven experience inproduct management or product governancewithin financial services.
- Exposure toEISor othertax-advantaged investment products(e.g. VCTs, BR) is essential.
- Strong understanding ofFCA regulationsand compliance best practices.
- Excellent communication and stakeholder management skills.
- A strategic mindset with a hands-on approach to delivery.
- Experience working incross-functional teamsand managing complex product portfolios.
- Analytical thinking and attention to detail.
Desired Experience:
- Background in investment management, wealth management, or financial product development.
- Experience leading governance or regulatory change initiatives.
- Familiarity with B2B2C product models and investor platforms.
What we offer:
- A competitive salary, bonus, pension and share incentive plan
- Take what you need holiday
- Access to Anchor, our wellness hub ( Headspace, coaching, Parent Cloud, Digital GP & 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.
Octopus Group
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