Montpellier Resourcing
Investment Portfolio Director (MPS)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
đź’¸ ÂŁCOMPETITIVE plus excellent bonus and benefits
🏠Hybrid working available!
Due to exciting business growth, a leading UK wealth management firm is looking for a Portfolio Director to join its Managed Portfolio service (MPS) team in Liverpool. This is a senior, investment-facing appointment that combines hands-on stewardship of model portfolios with the role of technical investment specialist and lead point of contact for financial advisers.
You will own a well-governed, robust investment process, support the firm’s distribution effort at scale, and communicate with clarity and authority - driving model performance, adviser take-up and long-term client retention. It is a role for an experienced portfolio manager who enjoys being close to both the investment decision-making and the advisers who rely on it.
Duties of the Portfolio Director
- Investment strategy & model management: Define and implement investment strategies aligned to each model’s risk profile, drawing on the right systems, tools and market knowledge.
- Governance & documentation: Keep investment process records in good order - asset allocation committee minutes, model change rationales and the regulatory evidence covering suitability, PROD and Consumer Duty.
- Risk oversight: Monitor and manage investment risk, including volatility, drawdown and tracking-error targets, and keep total cost budgets (ongoing charges plus transaction costs) within agreed limits, with consistency of models maintained across platforms.
- Platform delivery: Ensure model changes are implemented promptly across the firm’s third-party adviser platforms, working with operations to resolve any exceptions.
- Market & performance monitoring: Follow markets, economic trends and geopolitical developments; track portfolio performance and rebalance as needed to hold the intended asset allocation.
- Adviser engagement: Give advisers clear portfolio updates on performance drivers, risk metrics and positioning, and build and deliver training and supporting materials for the proposition.
- Content & thought leadership: Write market outlooks, thought-leadership pieces and Consumer Duty evidence that links product features to client benefits and outcomes.
- Proposition development: Capture adviser and market feedback and share it with portfolio managers, product and risk to help evolve the proposition (for example around income, ESG or tax efficiency).
- Team leadership: Mentor and develop junior colleagues, contribute to - and where appropriate lead - internal committees and projects, and champion a collaborative, standards-led culture.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements for the successful Portfolio Director
- Significant experience managing portfolios at scale and complexity, ideally within a model portfolio (MPS) environment
- A Level 7 qualification - Chartered Wealth Manager (CWM) or CFA, with CWM preferred
- A strong track record in client service and a clear contribution to business performance
- Confident use of industry systems such as FactSet or Morningstar Direct and FE Analytics
- The ability to produce clear, insightful investment communications
- A sound working knowledge of client administration, regulatory compliance and investment risk procedures
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What’s in it for you
- A senior, investment-facing role with real ownership: a permanent appointment where you shape the models, own the adviser relationship and see the direct impact of your work, with study support and funding for further qualifications.
- A market-leading benefits package: a non-contributory pension of up to 10%, private medical insurance, life assurance, income protection, a company share scheme, discretionary bonus and flexible holidays.
- Hybrid working and an inclusive culture: a genuine balance between office and home, alongside a people-first culture with social and inclusion networks, volunteering days and a real sense of belonging.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills