Job description

  • Location:
    Leeds, Liverpool
  • Employee Type:
  • Department:
    IWI Technical Management
  • Division:
    IWI Technology
  • Employment Type:
    Full time
  • Salary:

Portfolio Lead (4952)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

What we're looking for

We are looking for a strong team player to be the portfolio lead for our compliance, HR and finance colleagues.

The right candidate will interface directly with our colleagues in compliance, HR and finance. They will manage the stakeholder relationship and ensure delivery of the portfolio. 

Your role 

  • You will report into the Head of Business change and be responsible for working with your business sponsors in compliance, to facilitate structured and transparent change, which will deliver meaningful outcomes for clients and shareholders
  • Work with the Head of Change to align the portfolio and its outcomes to the Business Strategy
  • Deliver both business and technology change with clear outcomes, agreed purpose and defined benefits across the portfolio
  • You will develop strong stakeholder relationships with your stakeholders finance and be comfortable communicating at many levels
  • You may have some line management responsibility for project managers and business analysts. You should also be comfortable working within a matrix environment.

What you bring to the table

  • Thorough understanding of Wealth and Investment Management business processes and cross functional processes
  • Solid change management experience as a Project or Programme Manager
  • Hands on experience of technology solutions and technology based portfolios of change
  • An understanding of Project Portfolio Management
  • Experience of managing a change team, in multiple locations (desirable)
  • Strategic and pragmatic thinker
  • Proactive and energetic
  • Resilient
  • Accurate and timely, underpinned by planning skills

Close map
The Plaza, 100 Old Hall Street, Liverpool, UK, L3 9AB

Meet the recruiter

Judica Theron

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance