Portfolio Director: Model Portfolios & Adviser Enablement

Screened

Liverpool City Region

Posted 1 week ago

About the role

Meraki Talent partners with a UK-wide investment management firm to appoint a Portfolio Director. You will lead model portfolios' management and governance as the technical investment specialist and primary adviser contact.

You will drive performance, support scalable distribution, and deliver high-quality client communications to boost adviser adoption and retention. Leadership and mentoring of juniors are included.

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About this listing

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