Product Reporting and Disclosures Manager

3 weeks ago

Peterborough Ontario KJ, Renfrew region, Canada Marlborough Group Full time
Product Reporting and Disclosures Manager

The Marlborough Group, Peterborough, United Kingdom, Product Governance

Company Description

Marlborough Group is a successful investment business that manages over £15 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin.

The Group employs more than 150 people across its business lines:

  • Marlborough Limited – The Group’s investment management business
  • Investment Fund Services Limited – The Group's Authorised Corporate Director (ACD) Authorised Fund Manager business
  • Select Platform – The Group’s platform business

Marlborough Group’s success has been built on a reputation for excellence in active fund management, leading the way in industry expertise, service quality, product understanding, and added value for our investors.

As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals. That means putting our investors at the forefront of everything we do and constantly striving for excellence in the service we deliver.

In addition to receiving a comprehensive benefits package, successful candidates will join a team committed to collaborative working in an environment where personal and professional development is genuinely valued.

Role Purpose

This role is to manage the production and regular review of all product documentation and reporting. This includes the production of product documents and investor communications, such as Key Investor Information Documents, Customer Facing Documents for SDR, Prospectus documents, mailings, and website notices. This is a consumer-centric role with the main objective of ensuring consumers understand the information they are given at the right time to make informed decisions about their investments.

This role also covers product reporting, such as the EMT/EPT/TCFD reporting that supports the business in distributing its products and meeting its regulatory responsibilities.

This is a critical position given the importance of communicating with consumers and ensuring our products are represented accurately, requiring excellent organisational skills and attention to detail.

The role will require a close working relationship with multiple teams, engaging and building effective partnerships across the company. You will work with a range of internal stakeholders such as project managers, business development managers, Compliance, Investor Support, and the Data Teams, as well as managing external stakeholders such as sponsors, administration partners, and third-party law firms.

The role requires a good understanding of the four Consumer Duty outcomes and the COLL rule book.

Key Responsibilities
  • Act as the team technical SME of all product documentation, investor communications, and regulatory reporting.
  • Take a leading role in the production and regular review of all product disclosures and reporting, ensuring quality control checks are embedded.
  • Support the business in successfully delivering business/product initiatives that meet regulatory expectations.
  • Own the KIID and CFD production process, filing updates with the FCA, communicating with all key stakeholders, and publishing within the required timescales while developing the process for efficiency and enhancing controls.
  • Maintain and update prospectus documents with non-material updates as part of small changes and annual updates.
  • Contribute towards the annual Consumer Duty Board reporting.
  • Create and maintain a framework for communicating with consumers about their products throughout the product lifecycle, communicating at the right time, and in a way they can understand.
  • Design communications that are clear, transparent, and accessible to all consumers, including disclosing risks and costs involved so that consumers can make informed decisions based on their personal circumstances and needs.
  • Understand consumer needs and any vulnerabilities to determine how best to communicate with them.
  • Review client communications across all channels: verbal and written, ensuring they are in plain-English, jargon-free, and easy to read.
  • Tailor communications to fit the needs and circumstances of different consumer groups with varying needs and vulnerabilities.
  • Monitor and evolve the communications framework by gathering client feedback, including consumer testing to check communications are clear and effective.
  • Ensure team procedures are followed and consistently and continuously improved.
Requirements

Skills:

  • Able to problem solve and deal with complex queries
  • Able to prioritise and work to strict deadlines
  • Strong written and verbal communication skills
  • Good stakeholder management, at all levels
  • Able to persuade and influence
  • Good knowledge of Microsoft Excel, Word, and PowerPoint
  • Ability to apply regulatory principles to different scenarios
  • Ability to research new products, industry standards, and best practices
  • Good knowledge of the UK regulatory system, including COLL and PROD sourcebooks

Qualifications:

  • 5 GCSEs Grade A - C (must include Mathematics and English)
  • Investment Operations Certificate (IOC)

Experience:

  • At least 3 years in a role that covers investor communications, product development, or fund/MPS operations experience

Personal Qualities:

  • Work collaboratively as part of a team
  • Able to work under pressure
  • Flexible and able to learn quickly
  • Friendly and approachable
  • Resilient
  • Ability to make a positive contribution to both the team and the Company
Other Information
  • Competitive salary with annual salary reviews
  • 25 days annual leave plus statutory bank holidays and the option to buy/sell up to 5
  • Your birthday off
  • 9% non-contributory pension
  • Annual discretionary bonus scheme
  • Death in Service at 5x annual salary
  • Training for IOC and other relevant qualifications
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