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Senior Portfolio Director – Hybrid, Adviser-Facing Strategy

Job in Coatbridge, North Lanarkshire, ML5, Scotland, UK
Listing for: Montpellier Resourcing
Full Time position
Listed on 2026-07-24
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Job Description & How to Apply Below

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.

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Position Requirements
10+ Years work experience
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