Head of ISA, GIA and Savings - Carnegie Consulting
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Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- Competitive salary
Job Description:
Head of ISA & GIA - Leading UK Investment Platform
The Opportunity
Working for a market-leading, client-centric investment platform, this is a rare opportunity to take ownership of two of the firm’s flagship propositions. Additionally should you have Savings experience, this may also become part of a broader and larger role
This is a senior, high-impact leadership role sitting at the intersection of product, commercial strategy, and regulation. You will shape the future direction of ISA and General Investment Account offerings, ensuring they remain competitive, compliant, and aligned to evolving client needs.
With increasing regulatory scrutiny, changing client behaviours, and growing competition across the D2C wealth space, this role is pivotal in driving both *commercial growth and operational excellence.
You will operate as a true business leader - owning outcomes, influencing senior stakeholders, and leading cross-functional teams across product, distribution, risk, and policy.
Key areas of focus will include:
*Ownership and strategic development of ISA and GIA propositions
*Delivery of commercial growth plans and broader proposition evolution
*Oversight of regulatory frameworks including Consumer Duty, Conduct, and governance
*Development of new product features and client solutions (including tax-efficient offerings)
*Senior stakeholder management across internal teams and external partners
*Driving client outcomes, retention, and engagement
*Ongoing optimisation of risk, control, and operational frameworks
This is a role for someone who enjoys building, shaping, and leading from the front, not maintaining the status quo. It will offer:
*True ownership of a core revenue-driving product set
*High visibility across the organisation
*Ability to shape strategy in a business undergoing continued evolution
*A platform to make a genuine impact in a competitive and fast-changing market
Your Experience
You will be a proven leader within the UK retail investment / wealth / platform space, with deep expertise across ISAs and GIA products.
This role requires more than technical capability.
You will need to be:
*Commercially sharp, with a clear focus on client outcomes
*Naturally curious, with an entrepreneurial mindset
*Comfortable with ambiguity and change
*Credible at executive level, with strong influencing skills
*A builder - someone who sees opportunity, not constraint
More specifically:
*Strong track record of owning and scaling investment propositions
*Demonstrable commercial leadership experience, ideally with P&L exposure
*Deep understanding of UK regulatory frameworks (including Consumer Duty)
*Ability to operate comfortably in a complex, fast-evolving environment
*Experience influencing at senior level, often without direct authority
*Proven ability to lead, inspire, and develop high-performing teams
*Strong analytical mindset, balanced with commercial and strategic thinking
*Excellent communication skills, with the ability to translate complexity into clear messaging
*A background spanning platforms, wealth managers, or D2C investment businesses would be highly relevant
The Company
One of the UK’s leading direct-to-consumer investment platforms, supporting hundreds of thousands of private clients in saving and investing for the long term.
A scaled, profitable business with a strong brand, loyal client base, and significant assets under administration
At the forefront of the UK retail investment market, with flagship offerings across ISAs, GIAs, pensions, and broader wealth solutions.
Operating in an increasingly competitive and regulated landscape, with a clear focus on client outcomes, transparency, and innovation.
Combining the stability of an established market leader with a continued ambition to evolve, modernise, and grow.
The Opportunity
Working for a market-leading, client-centric investment platform, this is a rare opportunity to take ownership of two of the firm’s flagship propositions. Additionally should you have Savings experience, this may also become part of a broader and larger role
This is a senior, high-impact leadership role sitting at the intersection of product, commercial strategy, and regulation. You will shape the future direction of ISA and General Investment Account offerings, ensuring they remain competitive, compliant, and aligned to evolving client needs.
With increasing regulatory scrutiny, changing client behaviours, and growing competition across the D2C wealth space, this role is pivotal in driving both *commercial growth and operational excellence.
You will operate as a true business leader - owning outcomes, influencing senior stakeholders, and leading cross-functional teams across product, distribution, risk, and policy.
Key areas of focus will include:
*Ownership and strategic development of ISA and GIA propositions
*Delivery of commercial growth plans and broader proposition evolution
*Oversight of regulatory frameworks including Consumer Duty, Conduct, and governance
*Development of new product features and client solutions (including tax-efficient offerings)
*Senior stakeholder management across internal teams and external partners
*Driving client outcomes, retention, and engagement
*Ongoing optimisation of risk, control, and operational frameworks
This is a role for someone who enjoys building, shaping, and leading from the front, not maintaining the status quo. It will offer:
*True ownership of a core revenue-driving product set
*High visibility across the organisation
*Ability to shape strategy in a business undergoing continued evolution
*A platform to make a genuine impact in a competitive and fast-changing market
Your Experience
You will be a proven leader within the UK retail investment / wealth / platform space, with deep expertise across ISAs and GIA products.
This role requires more than technical capability.
You will need to be:
*Commercially sharp, with a clear focus on client outcomes
*Naturally curious, with an entrepreneurial mindset
*Comfortable with ambiguity and change
*Credible at executive level, with strong influencing skills
*A builder - someone who sees opportunity, not constraint
More specifically:
*Strong track record of owning and scaling investment propositions
*Demonstrable commercial leadership experience, ideally with P&L exposure
*Deep understanding of UK regulatory frameworks (including Consumer Duty)
*Ability to operate comfortably in a complex, fast-evolving environment
*Experience influencing at senior level, often without direct authority
*Proven ability to lead, inspire, and develop high-performing teams
*Strong analytical mindset, balanced with commercial and strategic thinking
*Excellent communication skills, with the ability to translate complexity into clear messaging
*A background spanning platforms, wealth managers, or D2C investment businesses would be highly relevant
The Company
One of the UK’s leading direct-to-consumer investment platforms, supporting hundreds of thousands of private clients in saving and investing for the long term.
A scaled, profitable business with a strong brand, loyal client base, and significant assets under administration
At the forefront of the UK retail investment market, with flagship offerings across ISAs, GIAs, pensions, and broader wealth solutions.
Operating in an increasingly competitive and regulated landscape, with a clear focus on client outcomes, transparency, and innovation.
Combining the stability of an established market leader with a continued ambition to evolve, modernise, and grow.
Job number 3661666
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