SIPP & ISA Product Specialist

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech
The Role
The role involves technical leadership for SIPP and ISA product wrappers, ensuring compliance with regulations, managing stakeholders, and driving product development.
Summary Generated by Built In

The Role

Vanguard UK Personal Investor (UKPI) is seeking an experienced and commercially minded Technical Lead to strengthen its expertise across product wrappers. This is a key role supporting both ongoing business operations and future strategic proposition development.

You will take ownership of the technical and regulatory integrity of SIPP and ISA wrappers, ensuring they remain compliant, competitive, and aligned to evolving market and regulatory requirements. Working at the heart of the proposition and change function, you will play a critical role in shaping the platform’s future offering and delivering improved outcomes for clients.

In this role you will

Technical Leadership

  • Act as the technical lead for SIPP and ISA wrappers within UKPI

  • Define and maintain technical requirements aligned to Vanguard’s customer proposition

  • Partner with proposition teams to ensure alignment between customer experience, regulation, and platform capabilities

  • Monitor industry developments and ensure wrappers remain aligned with market and regulatory changes

  • Collaborate across workstreams to ensure technical impacts are understood and deliverable

  • Establish and maintain core regulatory control frameworks for product wrappers

  • Identify and assess the impact of new regulatory and technical changes on services and propositions

Regulatory Oversight

  • Ensure ongoing regulatory compliance of SIPP and ISA wrappers within the platform

  • Contribute to consultation responses and regulatory developments

  • Represent Vanguard externally at industry forums and working groups

  • Engage with the FCA on regulatory and proposition-related matters where required

  • Translate regulatory developments into clear business impacts, risks, and solutions for senior stakeholders

Business & Proposition Development

  • Partner with internal teams to identify and deliver wrapper enhancements and changes

  • Leverage customer insights and feedback to prioritise propositional improvements

  • Maintain awareness of industry positioning to anticipate regulatory and market changes

  • Balance priorities across the platform to ensure aligned and effective delivery of technical change

  • Ensure all regulatory changes are implemented on time and to a high standard

  • Maintain and update product specifications across SIPP, ISA, and General Account (GA)

What it takes

  • Extensive knowledge of the UK SIPP and ISA markets, including regulatory frameworks, with strong technical understanding of platform products (SIPP, ISA, GA)

  • Proven experience working within pensions and retail financial services, including administration environments

  • Demonstrated ability to deliver regulatory change programmes and maintain robust governance and control frameworks

  • Strong stakeholder management skills, with the ability to influence senior leaders and collaborate across multidisciplinary teams to deliver technical and propositional change

  • Commercially aware, able to align technical solutions with client outcomes and business objectives

  • Analytical and inquisitive mindset, with strong attention to detail and the ability to interpret complex information and ambiguity to form clear, pragmatic recommendations

  • Solution-focused and delivery-driven, committed to achieving high-quality outcomes in complex environments

  • Professional qualifications such as PMI, CISI, or equivalent are desirable

Special Factors 

  • Vanguard is not offering visa sponsorship for this position

  • This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)

Why Vanguard? 

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. 

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments. 

It's what we stand for: value to investors. 

Inclusion Statement  

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”  

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. 

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Skills Required

  • Extensive knowledge of the UK SIPP and ISA markets and regulatory frameworks
  • Proven experience working within pensions and retail financial services
  • Experience delivering regulatory change programmes and maintaining governance frameworks
  • Strong stakeholder management skills and influencing senior leaders
  • Professional qualifications such as PMI, CISI, or equivalent are desirable

Vanguard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.

  • Retirement Support Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
  • Wellbeing & Lifestyle Benefits Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
  • Affordable Benefits Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.

Vanguard Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Charlotte, NC
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

Similar Jobs

NBCUniversal Logo NBCUniversal

Designer

AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Hybrid
Bedford, Bedfordshire, England, GBR
68000 Employees

NBCUniversal Logo NBCUniversal

Construction Director

AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Hybrid
Bedford, Bedfordshire, England, GBR
68000 Employees

NBCUniversal Logo NBCUniversal

Manager, Architecture & Engineering Design

AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Hybrid
Bedford, Bedfordshire, England, GBR
68000 Employees

NBCUniversal Logo NBCUniversal

Transport Operations Director

AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Hybrid
Bedford, Bedfordshire, England, GBR
68000 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
31 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account