Head of D2C Investment Proposition, Aviva
Aviva Direct Wealth
+ Bonus opportunity – 25% of annual salary Actual amount depends on your performance and Aviva’s.
Insurance, wealth and retirement business
Open for applications
Insurance, wealth and retirement business
1001+ employees
Open for applications
+ Bonus opportunity – 25% of annual salary Actual amount depends on your performance and Aviva’s.
1001+ employees
Company mission
With you today, for a better tomorrow. Aviva exist to be with people when it really matters, throughout their lives.
Role
Who you are
- Are you someone with experience of D2C Investment Propositions, are you keen to lead this agenda and own the D2C Investment Strategy for Aviva Direct Wealth? Then this is the role for you
- An experienced leader with a strong track record of delivering marketing leading D2C investment propositions. Excellent understanding of key drivers in D2C investment market with excellent understanding of SIPPs/ ISA’s/GIA/ ETF’s/ Equity trading for retail customers. Includes in-depth knowledge of Direct Wealth (D2C) offerings and customer base to identify investment proposition opportunities
- Gravitas and credibility, dealing with and influencing internal and external stakeholders at all levels with confidence. Skilled internal and external communicator with strong external presentation and speaking abilities
- Customer focused, driven and passionate with strong interpersonal and collaboration skills
- Good understanding of investment markets, asset classes, fund types, asset management techniques and styles, including a strong understanding of ESG
- Strong knowledge of the regulatory environment for investment platforms, including specifically MiFID rules and FCA’s rulebook for Platform Service Providers (PSPs) and comfort in operating under a shared service legal entity model
What the job involves
- Direct Wealth (D2C) is a key strategic business within Aviva’s Wealth offering
- Our vision is to simplify life’s financial decisions so our customers can act with confidence
- Accountable for setting the investment strategy for Direct Wealth (D2C), working closely with Aviva Investors and the Wealth & Advice Investment COE – ensuring our customers have the right investment products for their needs
- Accountable for the suite of investment products and tools available to our Direct Customer base – ensuring customers have the investment products that they understand, perform as they expect and are competitively priced. This includes working with our Wealthify team to bring consistent high performance for customers across all D2C channels
- Responsible for working with Direct Wealth (D2C) Propositions team to ensure they have the right range of high performing retail products to build a competitive customer proposition
- Accountable for products and funds available to DW customers and responsible for reviewing fund range with Aviva Investors. Ensure products available align to target customer needs. Includes assessing future retail investment products inc investment pricing to support broadening of customer base (e.g. decumulation products, gilts, bonds)
- Leads the assessment, implementation and embedding of the impact of regulatory changes or government initiatives for Direct Wealth (eg ‘UK ISA’, UK Wealth Fund) - linking with appropriate risk and governance representatives and frameworks within Wealth & Advice. This includes ensuring any due diligence, regulatory requirements and annual value for money assessments are completed on time with any issues resolved
Salary benchmarks
Our take
With 18 million international customers, Aviva is the largest provider of insurance and leading life and pension funds in the UK. With a history that dates back to the founding of Hand in Hand Fire & Life Insurance Society in 1696, Aviva’s current form is thanks to a merger between Norwich Union and CGU plc in the year 2000.
Over the noughties, Aviva grew its market out to Europe and established a high-profile foothold in America thanks to the most expensive advertising campaign of the time that included celebrities Alice Cooper and Bruce Willis. Into the 2010s, the insurance broker was forced to restructure and close a large number of its non-core businesses in a bid to increase its shareholder returns and streamline its focus. In 2012 it sold its US wing to Athene Holding to further this goal.
Now stripped back after sell-offs of subsidiaries in Indonesia, Italy, and many more countries, Aviva is refocusing on pensions. In the wake of a Pensions Dashboard Programme delay in the UK, Aviva is in the running to take over the programme thanks to its pre-existing private systems. This exemplifies Aviva’s renewed focus on the fintech sector, all whilst playing national analyst during the cost of living crisis thanks to its annual Age of Ambiguity study.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company values
- Care
- Commitment
- Community
- Confidence
Company HQ
City of London, London, UK
Articles
Leadership
Amanda Blanc
(CEO, not founder)Currently Group Board Non-Executive Director at BP. Previously Chairman of the Welsh Rugby Union, Senior Advisor at Trov, CEO at Zurich Insurance Company.
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