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About the Role

We are seeking a highly analytical and commercially minded Product Specialist to join our Product Management team, focusing primarily on tax-efficient account types like ISA and SIPP. You will ensure operational excellence, drive product enhancements for better client experience, and identify growth opportunities through innovation. This role combines hands-on operational responsibilities with strategic product development to maintain a competitive edge in the UK retail investment market.

Responsibilities

Conduct first-line-of-defence monitoring of product controls and operational processes for ISA, SIPP, and European tax-efficient accounts.
Perform and oversee regular control reviews to prevent, detect, and remediate issues including ineligible investments, over-contributions, and cash/in-specie transfer errors.
Develop and maintain control frameworks to ensure ongoing compliance with HMRC ISA regulations, FCA requirements, and relevant European tax authority rules.
Escalate control breaches and coordinate remediation activities with Operations, Compliance, and Technology teams.
Monitor key performance indicators and management information related to tax-efficient account operations, producing regular reports for senior management.
Act as the primary point of contact for complex operational issues relating to UK tax-efficient accounts, coordinating resolution across various functions.
Drive continuous improvement of the client experience by identifying friction points across the client journey.
Project manage product enhancement initiatives from conception through implementation and post-launch review.
Coordinate cross-functional teams and manage stakeholder expectations to deliver product improvements on time and within budget.
Develop and maintain product documentation including user guides, FAQs, training materials, and internal process documentation.
Conduct post-implementation reviews to capture lessons learned and drive continuous improvement in product delivery processes.
Leverage product knowledge and market expertise to identify opportunities for business growth.
Analyse client behaviour and product usage data to identify opportunities for growth, cross-sell, and product optimization.
Create and maintain management information dashboards to track client activity, product performance, and key metrics.
Develop business cases for new products and features, including market sizing, revenue projections, and implementation requirements.
Contribute to strategic planning and roadmap development for IBKR UK product offerings.

Requirements

University degree in finance, economics, business, or related field.
Demonstrable experience working with UK Individual Savings Accounts (ISA), including strong understanding of ISA regulations, eligible investments, contribution limits, transfer rules, and HMRC reporting requirements.
2-5 years' experience in a product management, operations, or control function within financial services.
Strong analytical capabilities with ability to interpret complex data and generate actionable insights.
Proven ability to manage projects and coordinate cross-functional teams to deliver results.
Excellent stakeholder management skills across technical, commercial, and compliance functions.
Strong written and verbal communication skills with ability to produce clear documentation and present to senior management.
Fluent in English.

Skills

Knowledge and experience of mutual funds operations, including understanding of fund structures, order processing, settlement cycles, transfer agency functions, trailer fees, and distribution arrangements.
Familiarity with fund eligibility requirements for tax-advantaged accounts.
Experience navigating fund data providers.
Experience with Self-Invested Personal Pensions (SIPP), including understanding of pension regulations, HMRC requirements, eligible investments, and transfer processes.
Good general understanding of SIPP products and regulatory framework.
Experience with European tax-advantaged accounts (e.g., French PEA, Swedish ISK, Hungarian TBSZ) or willingness to develop expertise.
Working knowledge of FCA regulations, particularly relating to retail investment products, client money/assets, and product governance (PROD).
Experience with control frameworks, first-line-of-defence activities, or operational risk management.
Familiarity with brokerage operations including trading, settlement, corporate actions, and custody.
Experience with data analysis and visualisation tools (e.g., SQL, Tableau, Power BI, Excel).
Project management qualification (e.g., PRINCE2, PMP, Agile) or equivalent practical experience.

Location

20 Fenchurch Street, London, EC3M 3BY

Work Type

Hybrid working model
Full-time

Experience Level

2-5 years' experience in a product management, operations, or control function within financial services

Education Level

University degree in finance, economics, business, or related field

Salary/Compensations

Salary commensurate with experience

Benefits

Performance-based discretionary cash bonus scheme
Discretionary stock grant
Group Life Assurance cover
Group Income Protection
Occupation pension scheme based on Gross earnings
Above statutory annual leave, increasing with service
Daily company-paid lunch and healthy snack options throughout the day (when working from the office)
Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants)
Corporate events
Travel season ticket loans
Cycle to work scheme
Fitness subsidisation

About the Company

Interactive Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries.
We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories.
We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers.
Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years.
Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.