Head Of Money Management, Savings, Investment & Insurance Products

Job Title: :

Head of Money Management, Savings, Investment & Insurance Products

Vacancy ID :

099272

Vacancy Type :

Permanent

Post Date :

05-Jan-2026

Close Date :

19-Jan-2026

PTSB is seeking applications for the senior leadership role of Head of Money Management, Savings, Investment & Insurance Products. Reporting directly to the Head of Bank Products and Pricing, and as a key member of our product management leadership team, the Head of Money Management, Savings, Investment & Insurance Products plays a fundamental role in influencing, driving, and delivering on the Group¿s funding strategy as defined by ALCO, ExCo, and the Board. 

This role is responsible for the ongoing innovation and strategic direction of one of our key product segments ¿ ¿Manage My Money¿ ¿ and is a key enabler in ensuring we deliver the right money management, savings, investment, and insurance propositions at the right price to our personal customers through all our service channels.

Following significant developments in PTSB¿s money management, savings, and investment capabilities, a unique opportunity exists to shape the future evolution of the bank¿s ability to meet customer needs and to support the transformation of PTSB¿s presence in these markets. The role involves collaborating with key internal stakeholders such as Treasury, Risk, Distribution, Operations, Customer and Marketing teams to deliver on agreed foundational capabilities, pricing, and product development strategies.

The role holder is accountable for supporting delivery of ambitious growth, income, funding, and risk management targets. As the ultimate owner for delivery of the P&L for money management, savings, investment, and insurance products, the role holder will be responsible for pricing, performance, and risk management interventions to achieve the agreed customer and commercial outcomes. A key aspect of the role will be working closely with distribution and marketing teams to ensure pricing is managed effectively, and where negotiation is permitted, establishing appropriate pricing frameworks and controls to achieve target margins and growth.

For this critical role, you will have an established track record of success as a leader in a financial services product category including management of pricing, proposition development and distribution strategies.

The Bank has engaged with global executive search firm Brightwater Executive to assist them with a formal executive search. For a more detailed job spec or to apply, please contact Estelle Davis at Brightwater below.

To apply, please submit your application comprising of a cover letter (max 300 words) and CV to:

Estelle Davis: PTSB@brightwaterexecutive.com

by Monday 19th January 5pm. Please note: only applications comprising a covering letter and CV via this email address will be considered.

The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve.