Senior Portfolio Manager

The Openwork Partnership; Swindon; Hybrid; GBP 97,000 - 115,000; Full time

Job summary

The Openwork Partnership seeks a Senior Portfolio Manager to lead strategic investments and manage acquisitions within the Financial Services sector. The role requires strong stakeholder engagement, operational insight, and a proven track record in driving portfolio performance. This permanent hybrid position allows for flexibility while demanding accountability in achieving financial targets.

Benefits

Bonus scheme - 17.5%

Pension scheme with matching contributions

27 days holiday plus bank holidays

Private medical insurance

Dental insurance

Critical illness cover

Death in service - 4x salary

Qualifications

• Strong experience in Financial Services sector.
• Ability to lead transaction execution and structuring deals.
• Good understanding of UK financial advice market.

Responsibilities

• Overseeing evaluation, negotiation, and execution of acquisitions.
• Manage full deal lifecycle from due diligence to post-transaction.
• Driving performance and managing portfolio companies.

Skills

Stakeholder management

Strategic thinking

Operational insight

Team leadership

Commercial awareness

Job description

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Following recent investment from Bain Capital and aligned with our strategic goals around succession and renewal in the network, we’re building a team to oversee and manage our strategic investments into the franchisees within The Openwork Partnership.

As Senior Portfolio Manager in our Strategic Investments team, you will lead the performance and management of acquisitions, disposals and owned businesses, driving strategic growth. Reporting to the Strategic Investments Director, you’ll be able to influence outcomes, steer initiatives, and ensure delivery of our Adviser proposition through M&A execution.

This is a permanent hybrid role, and can be based in either our Swindon or London office, with the requirement to be in the office 2 days a week.

The benefits:

• Salary – up to £115,000
• Bonus scheme - on target bonus – 17.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days.
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include:

• Overseeing the evaluation, negotiation, and execution of acquisitions and disposals within the portfolio, collaborating with senior leadership, legal, and financial teams.
• Manage the full deal lifecycle, from due diligence to structuring, negotiation, and post-transaction integration or exit.
• Overseeing the structuring of deals, focusing on maximising value through tailored financial solutions, ensuring alignment with the broader strategic goals of the financial advice network.
• Monitoring and driving the performance of all portfolio businesses, driving management teams to ensure adherence to financial targets and strategic goals.
• Delivering on value creation plans to enhance the operational and financial performance of each portfolio company and ensure wider team are focused on these targets
• Providing ongoing strategic direction to portfolio companies and maintain strong relationships with portfolio company management
• Regularly reporting on portfolio performance to senior leadership, highlighting key developments, risks, and opportunities, as well as recommending adjustments to strategies when necessary.

What will you need to succeed?

• Strong experience gained in the Financial Services sector.
• Experience in leading a team to deliver transaction execution, including acquisitions, disposals, and structuring deals, preferably within the financial advice or wealth management sectors.
• Good understanding of the UK financial advice market, including regulatory frameworks (FCA), client servicing models, and adviser business structures.
• Awareness of business commercials and ability to identify risks and commercial mitigations
• Very strong stakeholder management skills, with the ability to engage effectively with senior management, external advisors, investors, and portfolio company leadership.
• Strategic thinking and operational insight to optimise portfolio performance and align businesses with broader network goals.
• Proven experience driving value creation and performance improvement in portfolio businesses, with a focus on operational enhancements, client retention, and revenue growth.
• Able to take responsibility for delivery to challenging financial and commercial targets and manage a portfolio of investments to an overall target return
• Ability to lead collaboratively in a cross-functional team, managing multiple projects simultaneously in a fast-paced environment.

Why join The Openwork Partnership?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

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