Investments Director

Key Responsibilities Asset Allocation and Investment Strategy

• Define and maintain the strategic asset allocation model, ensuring it remains robust, scalable and aligned with the risk-return objectives of each mandate
• Lead the tactical asset allocation process across equities, fixed income, alternatives, real assets and cash
• Oversee the selection, monitoring and review of underlying managers and investment vehicles within the multi-asset structure
• Ensure that the asset allocation process is clearly documented, repeatable and capable of being communicated confidently to clients and regulators
• Anticipate structural shifts in global markets and incorporate those insights into the firm’s evolving investment framework

• Design and continuously refine the end-to-end investment process, from research and idea generation through to portfolio construction, risk management and ongoing monitoring
• Lead Investment Committee discussions, fostering constructive challenge and ensuring clear accountability for decisions
• Implement effective escalation and decision-making frameworks to manage investment risk at every stage
• Work closely with the Investment Risk team to embed quantitative and qualitative controls, including stress testing and scenario analysis
• Ensure ongoing compliance with FCA regulations and industry standards

• Provide strategic direction and leadership to senior investment professionals
• Recruit, retain and develop investment talent to support long-term growth
• Set clear performance expectations aligned to fund outcomes and business objectives
• Embed succession planning and knowledge-sharing to ensure depth and resilience within the team

• Act as a spokesperson for the firm’s investment views at client events, industry conferences and media engagements
• Contribute to thought leadership through market commentary and research publications
• Engage with existing and prospective clients to articulate strategy, performance and outlook with clarity and confidence
• Support the continued growth and positioning of the multi-asset franchise in a competitive market

• A minimum of 15 years’ experience in asset management, including significant senior responsibility within a multi-asset context
• Deep expertise across equity, fixed income, alternatives and real assets
• A demonstrable track record of contributing to or driving investment performance across market cycles
• Experience operating within a regulated UK investment environment
• A relevant professional qualification such as CFA or equivalent

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's ‘Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

• Competitive salary plus benefits, commensurate with experience
• Starting holiday entitlement of 27, increasing up to 31 days with length of service and a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 8%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by Simply Health
• Discounted private healthcare scheme and dental plan
• F…