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Portfolio Director

1 month ago

Swindon, Swindon, United Kingdom Symmetry Search & Staffing Solutions Full time
Portfolio Manager Opportunity

Are you a seasoned Portfolio Manager with a strong background in Wealth Management products? Do you have excellent change management skills and experience leading large-scale transformation projects? We are seeking a highly skilled individual to join our team as a Portfolio Manager, responsible for developing and managing the strategic roadmap for our digital wealth management products.

Key Responsibilities:

  • Develop and manage the strategic roadmap for digital wealth management products
  • Lead cross-functional teams and drive alignment across different departments
  • Manage large-scale transformation projects with a focus on digital innovation
  • Ensure all products in the portfolio comply with relevant regulations, standards, and ethical guidelines
  • Collaborate with C-suite and other stakeholders to drive business growth

Requirements:

  • 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 our company's digital landscape while managing ongoing change initiatives.

We are looking for a candidate with a strong track record of managing a portfolio of Wealth Management products, with experience within Business/Financial Advisory being highly beneficial. This role can be offered on either a fixed-term or daily rate contract basis, with rates negotiable depending on experience.