Portfolio Director: Strategy & Adviser Leadership

Screened
Liverpool
Posted 1 week ago
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About the role

Meraki Talent partners with a UK-wide investment management firm to appoint a Portfolio Director. The role will lead the management and governance of model portfolios, acting as the technical investment specialist and main contact for advisers.

You will drive portfolio performance, support scalable distribution, and deliver high-quality client communications to enhance adviser adoption and retention. Level 7 qualification (CWM or CFA preferred) is desirable.

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