Job Description

Purpose of the role

To act as a bridge between Product teams and clients, providing in-depth knowledge and support for a specific range of  products.

Accountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance

• Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.

• Response to customer inquiries and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage.

• Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.

• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.

• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes

• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.

• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.

• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.

• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.

• Take ownership for managing risk and strengthening controls in relation to the work done.

• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.

• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.

• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.

• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.

• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join us as a Product Specialist in the Private Markets team within the Investments Private Bank and Wealth Management (PB&WM) business. This Product Specialist role focuses on tax-efficient investments (Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT), and Business Relief products (BR)), together termed Venture Capital Products.

The role will provide key support to the Private Markets team so that it can achieve its objective to define, implement and support a range of recommended Venture Capital Products. This will entail managing the selection and on-boarding of new products, overseeing the product lifecycle, as well as supporting the ongoing distribution of tax-efficient investments. The Private Markets team is responsible for the PB&WM Private Markets offering, including the Barclays Private Assets Programme, Multi-Vintage Portfolios, the Direct Investments Platform and Venture Capital Products.  

As a Product Specialist, you will be the subject matter expert on technical attributes of the product and manage internal delivery for colleagues across PB&WM. This includes comprehensive ownership of product launches, governance architecture, and execution of key risk controls. You will also have a key role in the distribution of this product range, supporting the commercial success of the EIS, VCT and BR business and significantly contributing to both defining and implementing a coordinated distribution strategy.

What you will be doing

• Overseeing the end-to-end product lifecycle for EIS, VCT and BR investments – supporting product selection, ongoing maintenance, and governance requirements.
• Managing front-office communications regarding Venture Capital Products, including delivering presentations and creation of client-facing materials.
• Leading meetings with key clients where your skills and knowledge will aid distribution of these investments.
• Maintaining and developing robust, long-term relationships with senior managers and portfolio managers at external firms.
• Taking end-to-end ownership of complex queries and initiatives to drive forwards to resolution.
• Identifying and managing external/internal events and changes impacting the tax-efficient investments platform, liaising with internal and external stakeholders to promote good client outcomes and furthering business objectives.
• Collaborate with Risk, Tax, Compliance, and Legal teams to build and maintain a strong governance and controls environment.

Essential Skills/Basic Qualifications:

• Attention to detail, with the ability to multi-task, prioritise and make decisions independent of significant support from colleagues and management.
• Strong understanding of operational risk – from internal control requirements to the broader regulatory environment.
• Effective communication skills, including the ability to convey technical information clearly to a broad range of technical and non-technical stakeholders.
• Ability to work in a collegiate manner to actively share knowledge and experience in order to meet commercial and business objectives.

Desirable skills/Preferred Qualifications:

• Technical expertise including experience working with or an interest in EIS, VCT and BR investments.
• Previous experience in product management and product governance for investment products.
• IMC, CFA, Project Management and Funds Operations qualifications.

You may be assessed on the key critical skills relevant for success in role such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London.