Strategy Lead, CEO Office

About InvestEngine

InvestEngine is everything the modern investor should need: unbeatable value, market-leading automation, and built for simple, long-term investing.

We've built a strong foundation: £3 billion invested, award-winning service, and a passionate, high-calibre team. Now we're entering the next stage: shaping where the UK retail-investing market goes next, and making sure InvestEngine leads it.

This is where you come in.

About the Role

We're looking for a Strategy Lead to join our CEO Office .

This is a high-impact individual contributor role and a thinking-partner for the CEO and leadership team. You'll be the connective tissue between marketing, product and commercial strategy, anchored in a clear read of the UK retail investor and a serious, broad point of view on where the industry is going next.

You'll help the CEO and leadership team make better calls by joining up customer evidence, competitor and industry intelligence, and forward-looking views, then turning them into recommendations that get adopted.

This role suits someone who can hold an opinionated position in a room of senior leaders, write short and land the point, and turn ambiguity into clear recommendations.

What You'll Do

• Act as a thinking partner to the CEO and leadership team on strategy, leveraging the CEO's time on market scanning, surfacing what isn't yet on the radar, and pressure-testing strategy in the room

• Maintain a current, segment-level view of the UK retail investor, drawing on existing research, InvestEngine customer data, Analytics and Marketing

• Develop and refresh the house view on where UK retail investing is going next: product trends, emerging categories, competitor positioning and monetisation, and UK regulatory direction

• Help shape InvestEngine's business model and monetisation across the value chain, customer-side and supply-side (asset managers across ETFs and mutual funds)

• Act as a dedicated strategic input to the leadership team across Product and Marketing, working with the CPO, Heads of Product and our Head of Marketing to size opportunities, prioritise commercial bets, and connect customer and market evidence to major roadmap and positioning decisions

• Build the commercial thesis for paid products (pricing, tiering and the case for investment), in partnership with Product and Finance

• Deliver commercial inputs for fundraising and board materials

• Translate ambiguous strategic questions into structured recommendations the leadership team can act on

What We're Looking For

• Experience in consulting, VC/PE, corporate strategy, or a similar role at a high-growth fintech or consumer business; depth of impact matters more than years

• A real point of view on UK retail investing, ETFs and the wider investment-platform landscape

• Comfortable on both sides of the industry: demand side (UK retail investors, competitors, FCA developments) and supply side (asset managers across ETFs and mutual funds: their business models, P&L drivers, and where a platform like IE fits in their value chain)

• Track record of turning customer and market evidence into recommendations adopted by senior leaders

• Fluent in positioning, segmentation and narrative on one side; roadmap shaping, free-vs-paid tiering and commercial trade-offs on the other

• Builds credible LTV/CAC, payback and scenario models from scratch in a spreadsheet

• High ownership, strong written and verbal communication, comfortable challenging and being challenged

• Operates well in the grey: ambiguous inputs, incomplete data, senior stakeholders

• Background in fintech, asset management, brokerage or wealth platforms

• Working knowledge of UK regulatory direction (FCA Consumer Duty, advice/guidance boundary, targeted support)

• Experience contributing to fundraising or board materials

• Exposure to AI-enabled research and knowledge workflows

How We Work

We're a lean, fast-moving team that values clarity, ownership and transparency. You'll have real impact from day one and room to grow as we scale. We share decisions openly, work alongside high-calibre colleagues who are generous with their knowledge, and solve problems at the root, not just the symptoms. Hybrid working from London: outcomes and in-person collaboration in equal measure.

Our Hiring Process

• Introductory call with our Talent team

• Gamified cognitive assessment to understand how you think and problem-solve

• Competency interview focused on strategic thinking and structured problem-solving

• Final interview with the CEO and senior leadership, covering alignment and fit