Head of Funds

Head of Funds - Wealth & Investment

We’re looking for an experienced and commercially minded Head of Funds to join Isio’s growing Wealth & Investment business.

This is a senior growth hire with the opportunity to help shape and lead our approach to funds across public and private markets. Sitting at the intersection of investment capability, product and distribution, you’ll play a key role in determining where we focus, how we take our propositions to market and how we build sustainable growth.

The role combines strategic leadership with a strong commercial and business development focus. You’ll work across our Wealth business to identify market opportunities, develop our funds proposition and lead sales activity, with particular focus on the opportunities emerging across private markets.

What you’ll be doing

You’ll take a lead role in developing and growing our funds proposition, including:

- Shaping the strategy for our funds offering across public and private markets.
- Identifying and prioritising attractive markets and distribution opportunities.
- Leading business development and sales activity for the proposition.
- Helping develop investment solutions that draw on Isio’s wider investment expertise and capabilities.
- Working closely with colleagues across Wealth to ensure our funds proposition complements and strengthens our existing client offering.
- Bringing together investment, commercial and distribution thinking to create propositions that are compelling to clients and scalable for the future.
- Helping establish the appropriate governance, due diligence and oversight required to support a high-quality funds proposition.

What we’re looking for

This is an opportunity for someone who combines deep investment market knowledge with genuine commercial capability.

You’re likely to bring:

- Strong experience within asset management, investment management, wealth management or a closely related environment.
- A strong understanding of funds and fund distribution, ideally spanning public and private markets.
- Demonstrable experience of business development, distribution or building commercially successful investment propositions.
- A good understanding of how institutional investment capabilities can be translated into solutions for different client markets.
- Strong knowledge of the investment landscape, with the credibility to engage senior stakeholders, investment professionals and prospective clients.
- The ability to identify market opportunities and turn strategy into commercial action.
- The confidence and leadership required to build something new while working collaboratively across an established wider investment business.

Experience of private markets, fund structuring and/or taking new investment propositions to market would be particularly valuable.

Why this opportunity?

This isn’t a role focused simply on maintaining an established fund range. It offers the opportunity to help build and shape the next stage of Isio’s Wealth proposition.

Following the acquisition of AI-driven investment manager Collidr, Isio has significantly strengthened its technology and model portfolio capabilities, supporting our ambition to scale our presence in the wealth advisory market. Alongside this, the launch of the WS Isio Unitised Fund Range provides a strong framework for delivering tailored, multi-asset solutions across public and private investment markets.

You’ll be joining a business with established institutional investment expertise and growing wealth capabilities, with the opportunity to bring those strengths together into a differentiated funds proposition across public and private markets.

For the right person, it offers genuine scope to influence the strategy, shape the proposition and lead its commercial growth.

Why Join Isio

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards and   our values guide how we advise our clients, how we operate as a business and how we work together as a team.   We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits .

About Isio

A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.

Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.

Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us [email protected]