Portfolio Manager – Managed Portfolio Service (MPS)

About the Opportunity

Up to £80,000 plus EXCELLENT bonus and benefits. Hybrid working available! A leading UK wealth management firm is seeking a Portfolio Director to join its Managed Portfolio service (MPS) team in Liverpool. This senior role involves hands-on stewardship of model portfolios, technical investment expertise, and acting as the main point of contact for financial advisers.

Responsibilities

• Define and implement investment strategies aligned to each model’s risk profile
• Keep investment process records in good order
• Monitor and manage investment risk
• Ensure model changes are implemented promptly
• Follow markets, economic trends, and geopolitical developments
• Give advisers clear portfolio updates
• Write market outlooks and thought-leadership pieces
• Capture adviser and market feedback for proposition development
• Mentor and develop junior colleagues

About You

Requirements for the successful Portfolio Director:

• Significant experience managing portfolios at scale and complexity
• A Level 7 qualification - Chartered Wealth Manager (CWM) or CFA
• A strong track record in client service
• Confident use of industry systems such as FactSet or Morningstar Direct
• The ability to produce clear, insightful investment communications

Benefits

• A senior, investment-facing role with real ownership
• Market-leading benefits package including pension, medical insurance, life assurance, and more
• Hybrid working and an inclusive culture

About Company

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services offered are those of an Employment Agency.