Senior Portfolio Director – Hybrid, Adviser-Facing Strategy

Job Description

Montpellier Resourcing is recruiting a senior Portfolio Director for its Managed Portfolio Service team in Liverpool. This hybrid role combines hands-on model portfolio stewardship with being a technical investment specialist and lead adviser contact.

You will own robust investment processes, drive model performance, and support adviser engagement and training. A senior specialist who can influence outcomes and partner with risk, product and compliance will thrive in this environment.