Lead Portfolio Specialist

1 month ago

London, United Kingdom WTW Full time

Lead Portfolio Specialist
- London, GB

February 19, 2024

This role sits within the Specialist Portfolio Solutions team which seeks to help investors access our best thinking and implementation when it comes to investment funds and strategies. Your primary responsibility is to grow our global client base in a strategically important area of the Investment business. We offer solutions across the full range of listed and private markets, all structured to give investors the best chance of meeting their strategic investment goals.

As a Lead Portfolio Specialist, you will own the sales outcomes for your asset class solutions. You will be responsible for building and executing a distribution strategy (covering marketing and prospecting activity), determining priority regions and markets for your solutions, and building relationships with regional sales teams and stakeholders to deliver on your growth objectives.

**The Role**

**Sales and clients**
- You will lead the team of Specialists and Analysts working on your Solutions, directing work flow and ensuring efficient use of resources
- You will be responsible for developing and executing on your distribution strategy and ensuring this evolves to reflect changing priorities and market conditions. You will be responsible for tracking activity and how that leads to additional sales opportunities.
- You will own the market positioning and messaging for your Investment Solutions ensuring this has the maximum impact in your priority regions.
- You will have significant input and influence into our marketing efforts across the globe, prioritizing sales channels and the marketing strategy in relevant solutions. You will be required to input into regional sales strategies as it relates to your solutions and ensuring the appropriate sales resource is being applied
- You will own and be responsible for your solution specific pipeline and generating the activity to support the sales goal.
- You will support the overall SPS leaders on product initiatives and development and work with the Product team on developing these and taking them to market (messaging, roadshows, content etc)
- You will lead sales proposals for both internal and external use and help the regional teams manage complex stakeholder sales processes.
- You will be required to build relationships with clients and prospects

**People**
- You will be introduced to colleagues and external third parties and the role will require you to be able to build strong networks internally in the Investment business and to collaborate effectively on cross-functional teams. A strong track record in relationship building is required.
- You will work in a very collaborative team and can learn from industry experts, to develop your own skills as well as providing support to more junior colleagues across the business.
- CFA qualifications preferred.

**The Requirements**
- Strong desire to build relationships with colleagues, clients and prospects and contribute to growing our business.
- Investment management or asset management experience is required.
- A preference for experience of sales, marketing and content creation (including investment writing) to open conversations.
- A growth mindset, adaptability, self-discipline, and strong organizational skills are a must.
- Experience managing a pipeline and towards sales goals is preferred.
- The MS Office suite is used daily so experience working with these programs is beneficial, particularly in Excel and PowerPoint.
- MS Dynamics skills are preferred.

Equal Opportunity Employer

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

  • Portfolio Specialist

    1 month ago

    London, United Kingdom Impax Asset Management Full time

    ROLE PURPOSE: The Portfolio Specialist position plays an important role as a representative of the Impax Listed Equities team in front of clients, prospects, and their advisors. This is an opportunity to leverage knowledge on stocks, environment themes and the investment process to help clients & prospects understand what Impax offers and how investments...

  • Portfolio Specialist

    1 month ago

    London, United Kingdom Transport for London Full time

    **Organisation** - BUSINESS SERVICES **Job** - Business Analysis **Position Type** - Full Time Job Title: Continuous Improvement Specialist (044125) Band: 2 Location: London (Pier Walk Office-Hybrid) Duration: Permanent **Salary**: Circa 40k **Job Overview** The Continuous Improvement & Business Development Team is a critical part of the Business...

  • Portfolio Manager

    3 days ago

    London, United Kingdom Maven Full time

    Maven is a proprietary trading organisation formed in 2011, that has offices in London, Amsterdam, Hong Kong, New York and Sydney Maven’s proprietary trading group, Maven Investment Partners, employs a multi-strategy investment approach by deploying capital to a wide range of investment and trading strategies, managed by a global team of over thirty...

  • Procurement Category Specialist

    1 month ago

    London, United Kingdom Portfolio Procurement Full time

    This is an exciting new Category Specialist - General Indirect and Corporate Servicesrole to join a highly reputable, truly global organisation to support the ongoing internal reputation of procurement internally, managing the spend within this designatedcategory. **Role overview**: - Reporting to the Category Manager, you will be responsible for carrying...

  • Power Portfolio Specialist

    4 days ago

    London, United Kingdom Equinor UK Limited Full time

    Power Portfolio Specialist - Overview Job ID: 27827Country: Great BritainLocation(s): LondonCompany: Equinor UK LimitedContact Name: Workplace: OnshoreDiscipline: Marketing & SupplyEducation Preferred: Bachelor or Master's degreeExperience Preferred: Not IndicatedClosing Date: Mar 3 2024- Job Description We're 22,000 colleagues in more than 30 countries...

  • Portfolio Manager

    3 days ago

    London, United Kingdom Maven Full time

    Maven is a proprietary trading organisation formed in 2011, that has offices in London, Amsterdam, Hong Kong, New York and Sydney Maven’s proprietary trading group, Maven Investment Partners, employs a multi-strategy investment approach by deploying capital to a wide range of investment and trading strategies, managed by a global team of over thirty...

  • Portfolio Manager Success Specialist

    5 days ago

    London, United Kingdom Balyasny Asset Management L.P. Full time

    LoadingSorry to interruptCSS Error Portfolio Manager Success Specialist LocationLondon PostedPosted 17 Days Ago CodeREQ5784 Loading

  • Sector Portfolio Lead

    1 month ago

    London, United Kingdom TPXimpact Full time

    The role of Sector Portfolio Lead is pivotal to helping Digital Experience Division (DX) achieve its commercial, client and strategic success, cementing our position as a leading experience agency.  This Sector Portfolio Lead will be responsible for the operational and delivery excellence of a specific sector (Charity and Fundraising) within DX. They...

  • Portfolio Specialist Inside IR35

    2 days ago

    London, United Kingdom Public Sector Resourcing Full time

    Portfolio Specialist Inside IR35Contract Term: 18 monthsContracting Authority: AWELocation: Hybrid with 3 days week in Aldermaston What if you could work on something that you can't test but cannot afford to fail? Something that could have spent years on a submarine, is launched into outer space (where the temperature is below -250c), comes hurtling through...

  • Data Portfolio Lead

    11 hours ago

    London, United Kingdom ARC IT Recruitment Full time

    Data Portfolio Leadto £95k + bonus and benefitsLondon / HybridData Portfolio Lead is sought by thriving insurance organisation to help deliver their data strategy and objectives whilst overseeing the management of the data project portfolio across the group. This role sits in the Group Data function and has a global remit to support their data initiatives...

  • Data Portfolio Lead

    4 days ago

    London, United Kingdom ARC IT Recruitment Full time

    Data Portfolio Leadto £95k + bonus and benefitsLondon / HybridData Portfolio Lead is sought by thriving insurance organisation to help deliver their data strategy and objectives whilst overseeing the management of the data project portfolio across the group. This role sits in the Group Data function and has a global remit to support their data initiatives...

  • Data Portfolio Lead

    2 days ago

    London, United Kingdom Arc IT Recruitment Full time

    Data Portfolio LeadFind out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.to £95k + bonus and benefitsLondon / HybridData Portfolio Lead is sought by thriving insurance organisation to help deliver their data strategy and objectives whilst overseeing the management of the data project...

  • Data Portfolio Lead

    7 hours ago

    London,, UK, United Kingdom ARC IT Recruitment Full time

    Data Portfolio Leadto £95k + bonus and benefitsLondon / HybridData Portfolio Lead is sought by thriving insurance organisation to help deliver their data strategy and objectives whilst overseeing the management of the data project portfolio across the group. This role sits in the Group Data function and has a global remit to support their data initiatives...

  • Data Portfolio Lead

    3 days ago

    London, United Kingdom Arc IT Recruitment Full time

    Data Portfolio LeadFind out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.to £95k + bonus and benefitsLondon / HybridData Portfolio Lead is sought by thriving insurance organisation to help deliver their data strategy and objectives whilst overseeing the management of the data project...

  • Portfolio Delivery Lead

    4 weeks ago

    London, United Kingdom JSS Transform Full time

    We are working with a leading Lloyd's Managing Agency that is looking to recruit a Portfolio Delivery Lead to support the Head of Change ensuring that all projects & programmes are completed in a timely manner, high quality and in budget.This will be done through effective delivery planning, auditing projects & programmes, working with third parties, and...

  • Portfolio Delivery Lead

    4 weeks ago

    London, United Kingdom JSS Transform Full time

    We are working with a leading Lloyd's Managing Agency that is looking to recruit a Portfolio Delivery Lead to support the Head of Change ensuring that all projects & programmes are completed in a timely manner, high quality and in budget. This will be done through effective delivery planning, auditing projects & programmes, working with third parties,...

  • Portfolio Delivery Lead

    4 weeks ago

    London, United Kingdom JSS Transform Full time

    We are working with a leading Lloyd's Managing Agency that is looking to recruit a Portfolio Delivery Lead to support the Head of Change ensuring that all projects & programmes are completed in a timely manner, high quality and in budget. This will be done through effective delivery planning, auditing projects & programmes, working with third parties,...

  • Power Portfolio Specialist

    1 month ago

    London, United Kingdom Redstone Search Group Full time

    Redstone Commodity Search focus on offering 360° search solutions to the global commodities markets. With a competitive coverage of Trading Houses, Producers, Majors, Utilities, Merchants, Hedge Funds, Investment Banks and Brokerages; Redstone Commodity Search can confidently offer you an edge in today’s volatile market. Redstone Commodity Search are...

  • Power Portfolio Specialist

    7 days ago

    London, United Kingdom Redstone Search Group Full time

    Redstone Commodity Search focus on offering 360° search solutions to the global commodities markets. With a competitive coverage of Trading Houses, Producers, Majors, Utilities, Merchants, Hedge Funds, Investment Banks and Brokerages; Redstone Commodity Search can confidently offer you an edge in today’s volatile market.To be considered for an interview,...

  • Portfolio Delivery Lead

    3 weeks ago

    London, United Kingdom JSS Transform Full time

    Job DescriptionWe are working with a leading Lloyd's Managing Agency that is looking to recruit a Portfolio Delivery Lead to support the Head of Change ensuring that all projects & programmes are completed in a timely manner, high quality and in budget.This will be done through effective delivery planning, auditing projects & programmes, working with third...