Portfolio Manager
2 months ago
Portfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).
Operating within the change function, you will develop and manage the strategic roadmap for the company's digital wealth management products (e.g. investment platforms, client portals, CRM, financial planning tools), ensuring alignment with the business' strategic objectives, meeting market demands, and driving overall business growth.
You will work closely with product owners, developers, UX designers, and testers to ensure that products are delivered on time and within scope. You will work cross-functionally with Marketing, Sales and Engineering, whilst operating as a strategic partner to the C-suite. You will ensure all products in the portfolio comply with relevant regulations, standards, and ethical guidelines.
To be considered for this position, applicants must have the following:
- Good knowledge of Wealth Management products
- Proven experience successfully leading and optimising a diverse product portfolio
- Ability to manage large-scale transformation projects with a focus on digital innovation
- Strong experience in strategic planning, resource allocation, and risk management
- Demonstrated ability to lead cross-functional teams and drive alignment across different departments
- Experienced in working within Agile methodology environments such as SAFe
- Strategic mindset, with proven exposure collaborating with C-suite
This is a unique opportunity to join a high-calibre, dynamic team at the beginning of an exciting growth phase, in a highly visible and strategic role, critical in shaping the future of the company's digital landscape whilst managing ongoing change initiatives.
It must be stressed that only candidates with proven experience managing a portfolio of Wealth Management products, will be considered for this position. Experience within Business / Financial Advisory is highly beneficial.
This role can be offered on either a fixed term or daily rate contract basis, rates are negotiable depending on experience.
If interested in the above opportunity, please share if you require any adjustments to be made in our communication methods.
-
Research Portfolio Manager
3 weeks ago
Swindon, Swindon, United Kingdom Engineering and Physical Sciences Research Council Full timeJob SummaryRESEARCH PORTFOLIO MANAGERJob DescriptionAs a Research Portfolio Manager at the Engineering and Physical Sciences Research Council, you will play a crucial role in supporting the development and delivery of research initiatives. This includes building relationships with stakeholders within universities and industry to ensure high-quality research...
-
Digital Portfolio Manager
4 weeks ago
Swindon, United Kingdom Symmetry Search & Staffing Solutions Full timePortfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site). Operating within the change function, you will develop and manage the strategic roadmap for...
-
Tax Portfolio Manager
7 days ago
Swindon, Swindon, United Kingdom Michael Page Full timeUnlock your potential as a Tax Portfolio Manager with Michael Page in Swindon, UK. We're seeking an experienced professional to lead our Private Client Tax team and drive growth.About the RoleThis exciting opportunity will see you manage a diverse portfolio of private clients, develop your advisory skills, and lead a growing team of specialists.Company...
-
Research Portfolio Manager
1 month ago
Swindon, Swindon, United Kingdom Engineering and Physical Sciences Research Council Full timeJob SummaryResearch Portfolio ManagerJob DescriptionThis role will involve working with the Engineering and Physical Sciences research community to achieve EPSRC's aim to put the UK at the forefront of international research.The successful candidate will have the opportunity to manage their own projects and activities, building relationships with...
-
Portfolio Services Manager
5 days ago
Swindon, Swindon, United Kingdom CMD Recruitment Full timeCMD Recruitment is seeking an experienced Client Accounting Portfolio Manager to join our team.The ideal candidate will have a strong background in accountancy and a passion for business. They will be responsible for building deep relationships with clients, working alongside a professional support network, and reviewing financial information to focus on tax...
-
Insurance Portfolio Manager
4 weeks ago
Swindon, Swindon, United Kingdom Stride Resource Management Ltd Full timeLooking for a challenging role within a dynamic and highly performing team at Stride Resource Management Ltd? As an Insurance Portfolio Manager, you will play a key part in managing significant accounts and driving growth within the industry.Key ResponsibilitiesEngage with a diverse client portfolio, offering unique challenges and learning...
-
Portfolio Manager and Operations Director
4 weeks ago
Swindon, Swindon, United Kingdom Nationwide Building Society Full timeAbout the RoleAs a Portfolio Manager and Operations Director, you will be responsible for overseeing the portfolio operations and ensuring the effective management of the investment pipeline. This includes leading the Change Control Process and coordinating the Portfolio Management Investment Review forum.You will also lead on Portfolio Communications,...
-
Accountancy Portfolio Manager
4 days ago
Swindon, Swindon, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeWe are seeking an experienced insolvency case manager to join our dynamic team in Swindon. This role offers a portfolio of insolvency cases and flexible work from home options. You will enjoy a benefits package and advance your insolvency career in a supportive team environment.Main Responsibilities:Manage a portfolio of insolvency cases, including...
-
Insurance Portfolio Manager
5 days ago
Swindon, Swindon, United Kingdom Stride Resource Management Ltd Full timeStride Resource Management Ltd seeks a skilled Commercial Account Handler to enhance its North London team. This dedicated professional will collaborate with the Account Executive and Management teams, delivering exceptional service to a varied portfolio of commercial insurance clients.About the Role:This is an exciting opportunity for a seasoned Commercial...
-
Portfolio Manager
4 weeks ago
Swindon, United Kingdom Symmetry Search & Staffing Solutions Full timePortfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).Operating within the change function, you will develop and manage the strategic roadmap for the...
-
Portfolio Manager
4 weeks ago
Swindon, United Kingdom Symmetry Search & Staffing Solutions Full timeJob Description Portfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site). Operating within the change function, you will develop and manage the...
-
Portfolio Manager
2 months ago
Swindon, United Kingdom Symmetry Search & Staffing Solutions Full timePortfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).Operating within the change function, you will develop and manage the strategic roadmap for the...
-
Portfolio Manager
4 weeks ago
Swindon, United Kingdom Symmetry Search & Staffing Solutions Full timePortfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site). Operating within the change function, you will develop and manage the strategic roadmap for...
-
Portfolio Manager
2 months ago
Swindon, United Kingdom Symmetry Search & Staffing Solutions Full timePortfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).Operating within the change function, you will develop and manage the strategic roadmap for the...
-
Senior Tax Portfolio Manager
1 week ago
Swindon, Swindon, United Kingdom Michael Page (UK) Full timeA challenging opportunity has arisen for an experienced Senior Tax Portfolio Manager to join a prestigious regional firm in the South West & M4 corridor.About Our ClientOur client is an award-winning accountancy practice with a rich history of over 100 years of exceptional service to clients across the region.The firm has undergone significant expansion...
-
Senior Audit Portfolio Manager
4 weeks ago
Swindon, Swindon, United Kingdom Michael Page Finance Full timeAudit Manager for Michael Page FinanceJob SummaryMichael Page Finance is seeking a highly skilled Auditing Team Lead to manage a diverse portfolio of clients and drive exceptional results.Key ResponsibilitiesManage a portfolio of clients across various industries and ensure timely completion of audits.Lead and mentor a team of auditors to deliver...
-
Strategic Research Portfolio Manager
2 weeks ago
Swindon, Swindon, United Kingdom Engineering and Physical Sciences Research Council Full timeCompany OverviewThe Engineering and Physical Sciences Research Council (EPSRC) is a leading research funding agency dedicated to advancing scientific knowledge and innovation in the UK.About UsWe are seeking a highly motivated Strategic Research Portfolio Manager to join our team, working with researchers, businesses, and government agencies to support...
-
Head of Digital Portfolio
4 weeks ago
Swindon, United Kingdom Symmetry Search & Staffing Solutions Full timeHead of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ.This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects align with the...
-
Head of Digital Portfolio
1 month ago
Swindon, United Kingdom Symmetry Search & Staffing Solutions Full timeHead of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ.This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects align with the...
-
Head of Digital Portfolio
1 month ago
Swindon, United Kingdom Symmetry Search & Staffing Solutions Full timeHead of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ.This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects align with the...