Product Specialist; ISA & SIPP

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting‑edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi‑national team and be a part of a company that simplifies and enhances financial opportunities using state‑of‑the‑art technology.

We are seeking a highly analytical and commercially minded Product Specialist to join our Product Management team. This role will focus primarily on tax‑efficient account types, with particular emphasis on Individual Savings Accounts (ISA) and Self‑Invested Personal Pensions (SIPP). Reporting directly to the COO, you will be responsible for ensuring operational excellence across tax‑efficient product controls, driving product enhancements to improve client experience, and identifying opportunities to foster business growth through product innovation.

The role combines hands‑on operational responsibilities—including control reviews, issue remediation, and management information oversight—with strategic product development activities aimed at maintaining competitive positioning in the UK retail investment market. This is an exceptional opportunity for a commercially aware professional with demonstrable ISA experience to take ownership of a critical product line within a high‑growth, global financial services organization.

• Conduct first‑line of defence monitoring of product controls and operational processes for ISA, SIPP, and European tax‑efficient accounts (e.g., PEA, ISK, TBSZ). Perform and oversee regular control reviews to prevent, detect, and remediate issues including ineligible investments, over‑contributions, and cash/in‑specie transfer errors.
• Develop and maintain control frameworks to ensure ongoing compliance with HMRC ISA regulations, FCA requirements, and relevant European tax authority rules. Escalate control breaches and coordinate remediation activities with Operations, Compliance, and Technology teams.
• Monitor key performance indicators and management information related to tax‑efficient account operations. Identify trends, anomalies, and areas requiring attention, producing regular reports for senior management.
• Act as the primary point of contact for complex operational issues relating to UK tax‑efficient accounts, coordinating resolution across Client Services, Operations, Tax, Legal and Compliance functions.
• Drive continuous improvement of the client experience by identifying friction points across the client journey, including account opening, funding, transfers, trading, and withdrawals.
• Project‑manage product enhancement initiatives from conception through implementation and post‑launch review. Develop project plans including scope, timelines, resource requirements, dependencies and risk mitigation strategies.
• Coordinate cross‑functional teams and manage stakeholder expectations across Technology, Operations, Compliance, Legal and Commercial functions to deliver product improvements on time and within budget.
• Develop and maintain product documentation including user guides, FAQs, training materials and internal process documentation to support Client Services teams and enhance client self‑service capabilities.
• Conduct post‑implementation reviews to capture lessons learned and drive continuous improvement in product delivery processes.

• Leverage product knowledge and market expertise to identify opportunities for business…