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Portfolio director

Birkenhead
Delectus Partners
Director
Posted: 6 April
Offer description

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


This 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) preferred


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

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