Platform Specialist

3 weeks ago


UK, UK, United Kingdom Stephenson Executive Search Full time

Product Specialist – Award-Winning Wealth Management Firm


Our client, an award-winning wealth manager, seeks a Product Specialist to join their team in Mayfair. With approximately £6bn AUM, upper-decile discretionary performance, and offices in Monaco and Dubai, this firm is recognised for its commitment to excellence and long-term client relationships.


The Role:

Reporting directly to the CIO and Head of Distribution, the Product Specialist will play a vital role in articulating the firm’s investment strategies and offerings. The ideal candidate will be experienced in managing relationships across various sectors, including institutional investors, private wealth managers, and financial advisors. Key responsibilities include:


  • Contributing to product development and supporting the broader business strategy
  • Delivering product updates and insights to clients and key stakeholders
  • Collaborating on the creation of marketing materials and ensuring regulatory compliance
  • Representing the firm at conferences and roadshows alongside senior leaders


This client-focused role involves regular engagement and delivering timely, relevant insights to meet the needs of a sophisticated client base. Success in this role will rely on analytical skill, effective communication, and a proven ability to build trusted client relationships.


About You:

We are looking for a candidate who is:

  • Experienced across asset classes, with a strong understanding of wealth management and client-facing roles
  • Skilled at tailoring insights and solutions for diverse clients, from family offices to institutional investors
  • Self-motivated, collaborative, and prepared to work closely with both team members and clients
  • Enthusiastic about travel to connect with clients and present investment opportunities


Why Join Our Client:

This role offers the chance to join a firm that values excellence, collaboration, and growth. You’ll be working in a dynamic, entrepreneurial environment, where client retention and consistent, high-quality service are top priorities.



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