Product Specialist (ISA & SIPP)

Company Overview

Interactive Brokers Group Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich CT USA with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks options futures currencies bonds and funds to clients in over 200 countries and territories. We serve individual investors and institutions including financial advisors hedge funds and introducing brokers. Our advanced technology competitive pricing and global market help our clients to make the most of their investments.

Barrons has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

About the Role

We are seeking a highly analytical and commercially minded Product Specialist to join our Product Management team. This role will focus primarily on tax-efficient account types with particular emphasis on Individual Savings Accounts (ISA) and Self-Invested Personal Pensions (SIPP).Reporting directly to the COO you will be responsible for ensuring operational excellence across tax-efficient product controls driving product enhancements to improve client experience and identifying opportunities to foster business growth through product role combines hands-on operational responsibilitiesincluding control reviews issue remediation and management information oversightwith strategic product development activities aimed at maintaining competitive positioning in the UK retail investment is an exceptional opportunity for a commercially aware professional with demonstrable ISA experience to take ownership of a critical product line within a high-growth global financial services organization.

Key Responsibilities

Product Control & Operational Oversight

• Conduct first-line-of-defence monitoring of product controls and operational processes for ISA SIPP and European tax-efficient accounts (e.g. PEA ISK TBSZ). Perform and oversee regular control reviews to prevent detect and remediate issues including ineligible investments over-contributions and cash/in-specie transfer errors.
• Develop and maintain control frameworks to ensure ongoing compliance with HMRC ISA regulations FCA requirements and relevant European tax authority rules. Escalate control breaches and coordinate remediation activities with Operations Compliance and Technology teams.
• Monitor key performance indicators and management information related to tax-efficient account operations. Identify trends anomalies and areas requiring attention producing regular reports for senior management.
• Act as the primary point of contact for complex operational issues relating to UK tax-efficient accounts coordinating resolution across Client Services Operations Tax Legal and Compliance functions.

Product Enhancement & Client Experience

• Drive continuous improvement of the client experience by identifying friction points across the client journey including account opening funding transfers trading and withdrawals.
• Project manage product enhancement initiatives from conception through implementation and post-launch review. Develop project plans including scope timelines resource requirements dependencies and risk mitigation strategies.
• Coordinate cross-functional teams and manage stakeholder expectations across Technology Operations Compliance Legal and Commercial functions to deliver product improvements on time and within budget.
• Develop and maintain product documentation including user guides FAQs training materials and internal process documentation to support Client Services teams and enhance client self-service capabilities.
• Conduct post-implementation reviews to capture lessons learned and drive continuous improvement in product delivery processes.

Business Growth & Strategic Development

• Leverage product knowledge and market expertise to identify opportunities for business growth including product feature enhancements new client segment targeting and competitive positioning improvements.
• Analyse client behaviour and product usage data to identify opportunities for growth cross-sell and product optimization. Create and maintain management information dashboards to track client activity product performance and key metrics (account growth AUM revenue engagement retention).
• Develop business cases for new products and features including market sizing revenue projections and implementation requirements. Contribute to strategic planning and roadmap development for IBKR UK product offerings.

Qualifications & Experience

• University degree in finance economics business or related field.
• Demonstrable experience working with UK Individual Savings Accounts (ISA) including strong understanding of ISA regulations eligible investments contribution limits transfer rules and HMRC reporting requirements.
• 2-5 years experience in a product management operations or control function within financial services (e.g. brokerage wealth management investment platform or retail banking).
• Strong analytical capabilities with ability to interpret complex data and generate actionable insights.
• Proven ability to manage projects and coordinate cross-functional teams to deliver results.
• Excellent stakeholder management skills across technical commercial and compliance functions.
• Strong written and verbal communication skills with ability to produce clear documentation and present to senior management.
• Fluent in English.

Highly Desirable

• Knowledge and experience of mutual funds operations including understanding of fund structures (UCITS OEICs unit trusts) order processing settlement cycles transfer agency functions trailer fees and distribution arrangements. Familiarity with fund eligibility requirements for tax-advantaged accounts and experience navigating fund data providers would be particularly valuable.
• Experience with Self-Invested Personal Pensions (SIPP) including understanding of pension regulations HMRC requirements eligible investments and transfer processes. At minimum candidates should demonstrate good general understanding of SIPP products and regulatory framework.
• Experience with European tax-advantaged accounts (e.g. French PEA Swedish ISK Hungarian TBSZ) or willingness to develop expertise in these products.
• Working knowledge of FCA regulations particularly relating to retail investment products client money/assets and product governance (PROD).
• Experience with control frameworks first-line-of-defence activities or operational risk management.
• Familiarity with brokerage operations including trading settlement corporate actions and custody.
• Experience with data analysis and visualisation tools (e.g. SQL Tableau Power BI Excel).
• Project management qualification (e.g. PRINCE2 PMP Agile) or equivalent practical experience.

Location and Hours:

20 Fenchurch Street London EC3M 3BY

8 am - 5 pm Monday - Friday

What We Offer

• Opportunity to take ownership of a critical product line within a globally recognized brokerage firm.
• Exposure to senior leadership and direct impact on business strategy and growth.
• Dynamic fast-paced environment with continuous learning opportunities.
• Collaborative multi-national team culture with opportunities for career progression
• Salary commensurate with experience
• Performance-based discretionary cash bonus scheme
• Discretionary stock grant
• Group Life Assurance cover
• Group Income Protection
• Occupation pension scheme based on Gross earnings
• Hybrid working model
• Above statutory annual leave increasing with service
• Daily company-paid lunch and healthy snack options throughout the day (when working from the office)
• Access to Private Medical Insurance Dental Plan and/or Health Cash Plan (including dependants) *
• Corporate events
• Travel season ticket loans*
• Cycle to work scheme*
• Fitness subsidisation

  *on successful completion of the probation period

Required Experience:

IC

Employment Type : Full Time
Experience: years
Vacancy: 1