Job Overview
Strategist — Embedded Wealth & Investment Products
Location: Riyadh, Saudi Arabia
Seniority Level: Senior Strategist / Product Strategy
Employment Type: Full-time, Permanent
Industry: Fintech, WealthTech, Investment Technology, Digital Finance
Work Model: Remote / Regional
Strategic Proposition
We are looking for a forward-thinking Embedded Wealth & Investment Products Strategist to identify ways investment capabilities can be integrated directly into digital platforms and customer ecosystems.
The role sits at the intersection of wealth management, fintech distribution, investment products, customer behaviour, product economics, and digital commerce.
Strategic Responsibilities
- Identify opportunities to embed investment capabilities within digital financial journeys.
- Research customer segments and their investment needs.
- Develop concepts for digitally distributed investment products.
- Analyse market size, customer demand, competitive positioning, and revenue potential.
- Build financial models for proposed investment propositions.
- Develop product roadmaps alongside product and technology teams.
- Evaluate automated investment, portfolio-management, and investment-analytics technologies.
- Identify strategic distribution partnerships.
- Analyse customer acquisition, engagement, retention, and assets-under-management potential.
- Develop pricing and commercialisation strategies.
- Conduct competitor benchmarking across WealthTech markets.
- Assess the commercial viability of emerging investment technologies.
- Present strategic recommendations and investment cases to senior leadership.
Required Experience
- 7–11 years of experience in WealthTech, asset management, investment banking, fintech, consulting, or financial product strategy.
- Bachelor’s or Master’s degree in Finance, Economics, Business, Technology, or related field.
- Strong understanding of investment products and digital financial services.
- Demonstrated experience with product strategy and commercial modelling.
- Strong research, analytical, and presentation capabilities.
- CFA, MBA, MSc Finance, or equivalent qualification is advantageous.
Strategic Toolkit
WealthTech | Investment Products | Embedded Finance | Product Economics | Market Intelligence | Digital Distribution | Portfolio Technology | Commercial Strategy
Indicative Compensation
SAR 38,000–55,000 monthly + benefits and performance incentives.
Strategic Outcome
Create scalable investment propositions that bring wealth-management capabilities closer to customers through digital distribution, while maintaining compelling economics, strong adoption potential, and differentiated market positioning.
Are you excited about this opportunity?
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Apply now by clicking on the “Apply Now” button below.
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