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Delectus Partners Linkedin · Posted 20d ago

Portfolio Director

Liverpool

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Indexed description

A prominent UK wealth and investment manager is seeking a Portfolio Director to help lead its Model Portfolio Service (MPS).


This investment specialist-type role combines investment strategy, portfolio governance, risk oversight, and adviser engagement, with influence over proposition development and performance outcomes.


You’ll bring:

  • Multi‑asset / MPS portfolio management experience
  • Strong investment governance, investment risk, and regulatory knowledge
  • Excellent adviser‑facing communication skills
  • Experience of leading or mentoring a small team
  • CFA or CWM (Level 7) required.


This is an opportunity to work in a growing business with an MPS with a broad and established fund range.


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