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About the Role

The Head of Client Outcomes is accountable for all activity relating to client outcomes governance, including Consumer Duty board reporting and the delivery of the Assessment of Value (AoV) and Annual Product Review (APR) processes. This role ensures client outcomes are considered throughout the product lifecycle and requires a blend of strong compliance, regulatory expertise, commercial awareness, and sound judgment.

Responsibilities

Own the end-to-end production of Consumer Duty management information (MI) and outcomes reporting for the Board and other relevant governance forums.
Coordinate cross-functional input from internal stakeholders to build a coherent, evidenced-based view of client outcomes across the four Consumer Duty outcomes.
Prepare board papers, outcomes dashboards, narrative commentary and reports that clearly articulate outcomes performance, emerging risks and remediation activity.
Lead delivery of the annual/periodic AoV and APR processes across the Group’s fund ranges, coordinating input from various teams.
Ensure AoV and APR methodologies remain fit for purpose and evidence robust challenge.
Act as a key partner to ensure emerging regulatory requirements, product considerations and potential client outcomes risks are understood and addressed across the business.
Proactively advise relevant stakeholders on regulatory expectations regarding client outcomes and client outcome considerations for product proposals.
Ensure commercial considerations are appropriately understood and taken into consideration within client outcomes discussions.
Manage and develop two direct reports, setting objectives, conducting performance reviews and supporting career development.
Plan and prioritise team workload across reporting cycles, ensuring deadlines for governance forums, committees and boards are consistently met.
Foster a culture of high-quality, evidence-based output and proactivity within the team.

Requirements

Strong working knowledge of UK asset management products (OEICs, unit trusts, ICVCs and investment trusts) and how they are distributed and priced.
In-depth knowledge of the key client outcomes frameworks (Consumer Duty, Annual Product Review and Assessment of Value) and the experience of the practical application and delivery of each.
Knowledge and experience of using technology to support the delivery of business processes, including workflow management tools and AI.
Confident report and governance paper writer, able to write clearly and succinctly.
Confident and clear presenter to senior committees and Boards.
Demonstrable ability to combine regulatory and compliance expertise with strong commercial awareness and judgement.
This role is subject to the Conduct Rules set by the FCA.

Skills

Consumer Duty reporting
Assessment of Value (AoV) processes
Annual Product Review (APR) processes
Regulatory expertise
Compliance expertise
Commercial awareness
Sound judgment
Stakeholder management
Team management
Data analysis
Reporting
Workflow management tools
AI

Location

London

Work Type

Hybrid

Experience Level

Head of
Management

Benefits

Private balcony
Table tennis room
Cycle storage
On-site shower facilities
Locker facilities

About the Company

Jupiter is one of the UK’s leading investment management companies with just over 500 employees and £73.7 billion worth of assets under management.
Jupiter provides investment services to individual and institutional investors through mutual funds, separately managed accounts and sub-advised funds.
Jupiter has experienced a period of international growth with offices open in EMEA and APAC.
The London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities.
The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.

Equal Opportunity

At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don’t think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.