Core-Asset Consulting is seeking an experienced Portfolio Director to join their MPS team in Liverpool. The role demands leadership in portfolio oversight, governance, and client-facing communications to support adviser adoption and retention.
You will drive investment strategy, risk management, and performance analysis, partnering with technical research teams to deliver high-quality content and governance documentation. A CFA/CWM level qualification is preferred.
#J-18808-LjbffrSenior Portfolio Director, Wealth Management & Strategy in Liverpool employer: Core-Asset-Consulting
Join a leading financial services organisation in Newcastle upon Tyne as a Compliance Monitoring Officer, where you will thrive in a dynamic work culture that values compliance and professional growth. With a commitment to employee development and a competitive salary, this role offers the chance to engage in meaningful compliance initiatives while building strong relationships across the business. Experience a supportive environment that encourages diversity and inclusion, making it an excellent place for compliance professionals to advance their careers.
