Wealth Management-Jobs in United States

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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 influence outcomes, steer initiatives, and ensure delivery of our Adviser proposition through M&A execution.

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

The benefits include:

• Salary – up to £115,000
• Bonus scheme - on target bonus – 17.5%
• Pension scheme - contribute up to 5% of your salary, with Openwork matching an additional 5%
• Critical illness cover
• Death in service - 4x salary
• 27 days holiday + bank holidays, with an option to buy up to 10 additional days
• Other flexible benefits including private medical and dental insurance

Your responsibilities will include:

• Evaluating, negotiating, and executing acquisitions and disposals within the portfolio, collaborating with senior leadership, legal, and financial teams.
• Managing the full deal lifecycle, from due diligence to structuring, negotiation, and post-transaction activities.
• Structuring deals to maximize value through tailored financial solutions aligned with strategic goals.
• Monitoring and driving performance of portfolio businesses, ensuring they meet financial targets and strategic objectives.
• Implementing value creation plans to improve operational and financial performance of portfolio companies.
• Providing strategic guidance to portfolio companies and maintaining strong relationships with management.
• Reporting regularly on portfolio performance, highlighting key developments, risks, and opportunities, and recommending strategic adjustments.

What will you need to succeed?

• Strong experience in the Financial Services sector.
• Leadership experience in transaction execution, including acquisitions, disposals, and deal structuring, ideally within financial advice or wealth management sectors.
• Understanding of the UK financial advice market, FCA regulations, client servicing models, and adviser structures.
• Commercial awareness to identify risks and mitigations.
• Excellent stakeholder management skills, engaging effectively with senior management, external advisors, investors, and portfolio leaders.
• Strategic and operational insight to optimize portfolio performance and align with network goals.
• Proven ability to drive value creation and performance improvements in portfolio businesses.
• Capacity to meet challenging financial and commercial targets across a portfolio of investments.
• Collaborative leadership in managing multiple projects in a fast-paced environment.

Why us?

We're a dynamic, fast-growing business with ambitious goals. Our success is driven by our talented team, and we invest in their personal and professional development. We’re proud to be one of the Best 100 Large Companies to work for in 2022. Our culture values individuality and inclusivity, ensuring everyone can thrive regardless of race, religion, disability, or gender. We foster a caring environment that supports work-life balance, trusting employees to choose how, when, and where they work.