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Posted 05 August, 2026

Portfolio Director

Delectus Partners
Liverpool, ENG, GB Full Time

Job Description

A prominent UK wealth and investment manager is seeking a Portfolio Director to help lead its Model Portfolio Service (MPS).

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This investment specialist-type role combines investment strategy, portfolio governance, risk oversight, and adviser engagement, with influence over proposition development and performance outcomes.

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You’ll bring:

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  • Multi‑asset / MPS portfolio management experience
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  • Strong investment governance, investment risk, and regulatory knowledge
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  • Excellent adviser‑facing communication skills
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  • Experience of leading or mentoring a small team
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  • CFA or CWM (Level 7) required.
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This is an opportunity to work in a growing business with an MPS with a broad and established fund range.

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