Senior Portfolio Manager
New Today
Are you are a driven professional seeking a challenging and rewarding role? This company is a respected Top 20 accounting firm experiencing rapid growth and offering unparalleled career progression.
In this key position, you will manage a diverse portfolio of clients, acting as their primary point of contact and ensuring their financial and business needs are met with precision and expertise. This role offers a clear career pathway to Director level for ambitious individuals.
Responsibilities:
As a Senior Client Portfolio Manager, you will have responsibility for:
- Client Service:
- Maintain and enhance relationships with clients, addressing complex accounting and tax issues.
- Serve as the primary contact in the absence of the Partner/Director.
- Coordinate with compliance teams and handle intricate client work.
- Coach, mentor, and support junior team members.
- Lead and motivate your team, fostering an inclusive environment.
- Act as a role model, exemplifying professionalism and a client-centric approach.
- Business Development:
- Develop long-term client relationships and identify opportunities for additional services.
- Collaborate with Partners/Directors to expand the client base.
- Support business development initiatives, including pitches and proposals.
Requirements:
As a Senior Client Portfolio Manager, the key requirements are: -
- Proven experience managing a diverse client portfolio.
- Strong understanding of complex accounting and tax issues.
- Demonstrated ability to build and maintain strong client relationships.
- Experience leading and mentoring teams.
Benefits:
As a Senior Client Portfolio Manager the benefits are: -
- Competitive salary with regular reviews.
- Comprehensive health and wellness benefits.
- Flexible working arrangements, including homeworking and additional leave purchase.
- Generous support policies, including enhanced parental leave and pension.
- Additional perks, including a benefits platform and volunteer leave.
If you're a driven accounting professional looking for a rewarding career with a reputable firm, apply now!
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
#J-18808-Ljbffr- Location:
- Swindon, England, United Kingdom
- Salary:
- £125,000 - £150,000
- Job Type:
- FullTime
- Category:
- Finance
We found some similar jobs based on your search
-
New Today
Senior Portfolio Manager
-
Swindon, England, United Kingdom
-
£125,000 - £150,000
- Finance
Are you are a driven professional seeking a challenging and rewarding role? This company is a respected Top 20 accounting firm experiencing rapid growth and offering unparalleled career progression. In this key position, you will manage a diverse po...
More Details -
-
6 Days Old
Senior Portfolio Manager - Private Markets
-
Wolverhampton, England, United Kingdom
-
£125,000 - £150,000
- Finance
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Company Description LGPS Central (LGPSC) Ltd is the FCA-regulated asset manager for eight local authority pension funds across the Midlands. LGPSC is jo...
More Details -
-
6 Days Old
Senior Digital Portfolio Manager
-
West Midlands Combined Authority, England, United Kingdom
-
£100,000 - £125,000
- IT & Technology
Overview We are looking for experienced Digital Portfolio Managers to join our community of tech experts in DWP Digital. We’re using fresh ideas and leading-edge tech to build and maintain digital solutions that will be used by nearly every person in...
More Details -
-
17 Days Old
Senior Project Manager, Practice Lead, Portfolio Management
-
London, England, United Kingdom
-
£100,000 - £125,000
- Management & Operations
Senior Project Manager, Practice Lead, Portfolio Management role at NTT DATA, Inc. Applies advanced wide-ranging experience and in-depth professional knowledge to develop and resolve complex models and procedures in a creative way. May be accountable through a team for delivery of tactical business targets.
More Details -
-
17 Days Old
Senior Customer Account Portfolio Manager - Partner Markets
-
London, England, United Kingdom
-
£100,000 - £125,000
- Sales
The Senior Customer Account Portfolio Manager will lead and own a significant part of our business within a Partner Market, customer or OpCo. The successful candidate will spearhead market expansion, portfolio growth and service renewal/retention. Success depends on a strong grasp of our service offerings and a deep understanding of...
More Details -
-
18 Days Old
Senior Digital Portfolio Manager
-
Manchester, England, United Kingdom
-
£125,000 - £150,000
- IT & Technology
Senior Digital Portfolio Manager role at DWP Digital. Pay of £57,946, plus 28.97% employer pension contributions, hybrid working, flexible hours, and great work life balance. You'll be responsible for shaping, guiding, and overseeing the delivery of digital initiatives in DWP.
More Details -