Chetwood Bank
Senior Manager, Portfolio Strategy
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Senior Manager, Portfolio Strategy
Senior Manager, Portfolio Strategy
Department: Commercial Employment Type: Full Time Location: Wrexham Reporting To: Ben Mitchell
Description
As a Senior Manager Portfolio Strategy, you will be responsible for developing and managing data-driven product, pricing and promotional strategies to optimise the performance of the Savings portfolio. You will lead the development of pricing and planning models to ensure decision-making is fully informed by all available organisational data, and that portfolio strategy reflects both customer behaviour and market dynamics. You will play a central role in forecasting, planning and strategic change activity across the savings product suite.
Key Responsibilities
- Develop and own the Savings Pricing Strategy, including pricing models and governance alignment.
- Build and enhance data-driven pricing and forecasting models to support robust commercial and portfolio decision-making.
- Lead the Savings planning and forecasting process, developing assumptions based on market capacity, seasonality and portfolio data.
- Partner with finance and financial planning to translate assumptions into balance sheet and margin projections.
- Integrate savings funding and liquidity assumptions into the wider funding plan, supporting regulatory reporting.
- Support product, pricing and strategic change initiatives across the Savings portfolio, including new product development and service improvements.
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Skills, Knowledge & Expertise
- Experience in UK Savings products, with a strong understanding of ILAAP and FTP frameworks and their application in commercial decision-making.
- Strong commercial acumen, with the ability to assess the financial impact of pricing, product and strategic decisions.
- Excellent stakeholder management and communication skills, including the ability to produce clear reports and present to Executive Committee-level audiences.
- Strong analytical capability, with experience interpreting and combining internal and external data to support insight-led decision-making.
- Proficient in MS Office and/or Google Workspace tools, with strong capability in data analysis and reporting.
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Job Benefits
- Competitive salary
- 25 days holiday PLUS your BIRTHDAY off
- Pension contribution with Royal London
- Life Assurance
- Private medical, dental and optical health insurance with Axa
- Hybrid working
- Free breakfast available
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