Portfolio Manager (Membership)

At AAT it’s our mission to make it possible for more people to experience the opportunities a career in finance brings, through our accessible qualifications and supportive community. We are the UK’s leading qualification and professional membership body for vocational accountants. We pride ourselves on providing practical qualifications that meet the needs of both employers and employees, as well as products and services to support our members and customers throughout their careers.

Term: Permanent

Location: We have hybrid working in place, with 1-2 days per week, in our office in Canary Wharf.

What exactly will you be doing?

As our Portfolio Manager (Membership), you will play a pivotal role within AAT’s Products & Services team. You will lead the strategy, development and optimisation of our membership product portfolio, ensuring our categories, pathways and propositions meet regulatory requirements, reflect industry standards and deliver strong value to our members. You will also lead on the transformation of our membership product portfolio to deliver impact to our audiences.

You will oversee a team of Product Managers, guiding them to deliver high-quality products throughout the full lifecycle, from concept through to performance management. Working closely with the Product Director and collaborating across AAT, you will help shape a forward-looking membership proposition that strengthens the relevance, impact and sustainability of AAT membership.

You will lead with clarity, commercial insight and a strong customer lens, creating a high-performing, future-focused culture that drives continuous improvement across the portfolio.

Major objectives

• Design and refresh AAT’s membership categories and pathways in line with regulation, industry standards and strategic priorities.
• Lead on product innovation to transform our product sets to be future-ready.
• Lead the membership product portfolio strategy and roadmap alongside the Product Director.
• Ensure the membership portfolio is compliant and aligned with AAT’s wider qualification, membership and organisational strategy.
• Use insights, research and competitor analysis to identify opportunities and drive innovation.
• Oversee effective product lifecycle management to maintain a balanced, future‑focused portfolio.
• Collaborate with internal teams to enhance member recognition and strengthen the membership proposition.
• Monitor portfolio performance using data and KPIs, taking action to optimise outcomes.
• Provide inspiring leadership to the Product Managers, fostering a strong customer‑focused and commercially aware culture.

What are we looking for?

• Extensive experience designing and refreshing membership categories, pathways or professional membership propositions.
• Strong knowledge of industry regulation, professional body standards and the accountancy or membership sector.
• Proven experience in product strategy, lifecycle management and delivering successful product outcomes.
• Ability to plan and manage complex projects, schedules and budgets.
• Strong problem‑solving, analytical and financial management skills.
• Excellent stakeholder management, influencing and relationship‑building capabilities.
• Ability to translate complex requirements into clear, compelling product requirements.
• Demonstrable leadership experience, with the ability to motivate and develop high‑performing teams.
• A strategic thinker with a proactive, positive, “can‑do” mindset.
• Strong customer focus and commitment to delivering value at every stage.

This is a significant and exciting time to join AAT. You will have the opportunity to shape the future of our membership product offering, ensuring it remains relevant, competitive and meaningful to current and future generations of finance professionals. Your work will directly contribute to AAT’s mission, brand impact and long-term sustainability. If you are a collaborative leader with a passion for membership excellence, strategic product development and delivering meaningful value to customers, we’d love to hear from you.

Benefits

• Hybrid working (1-2 days per week in our London office) and opportunities for further flexible working.
• 25 days’ annual leave, increasing one day per year up to a maximum of 30 days plus bank holidays.
• Great pension scheme, life assurance and critical illness cover.
• Health cash plan.
• Enhanced maternity and shared parental leave contributions of up to 6 months’ full pay depending on the length of service.
• Regular wellbeing initiatives.
• Cycle2Work scheme and much more.

Closing date: The planned closing date for this role is 5 April 2026 at 17.00, however, we reserve the right to close the role earlier than planned.

It’s an exciting time to join AAT and we would love you to join us on our journey. In 2023 we achieved one-star company status in the Best Companies survey and we have recently launched our strategy to 2030. We are committed to being an inclusive and welcoming place to work. We encourage applications from diverse candidates and make recruitment decisions based on skill and experience. We have a Diversity and Inclusion (D&I) Champions group, which leads on our D&I strategy and organise events to celebrate and raise awareness. We are a disability-confident committed employer and have signed up to the Race at Work Charter. We have also signed up for the Women in Finance Charter and in 2022 we exceeded our target for appointing females into senior positions.

Come and help us to make AAT an even better place to work!

Interested? To apply please upload a copy of your CV and fill your application online.