Senior Portfolio Manager

1 week ago

Sydney, New South Wales, Australia beBeeDirector Full time $180,000 - $250,000
Lead Financial Institutions Portfolio Manager

This is a senior leadership role that involves shaping the strategic direction of financial institutions.

Key Responsibilities:
  • Strategic Direction: Develop and implement business strategies to drive growth and retention of the financial institutions portfolio.
  • New Business Opportunities: Identify and pursue new business opportunities, lead tender responses and proposals, and contribute to the growth of the financial institutions portfolio.
  • Innovation: Drive innovation by anticipating client needs and market dynamics, identifying opportunities for product development and market expansion.
  • Expert Advice: Provide expert advice on insurance coverage, claims, emerging risks, and regulatory changes affecting financial sectors.

The ideal candidate will have experience in leading high-performing teams, managing P&L and margin performance, and ensuring alignment with financial goals and strategic targets. This opportunity offers the chance to drive growth by ensuring consistent and high-quality performance in retention, acquisition, and service delivery throughout the financial institutions portfolio.

Maintain strategic relationships with insurers and underwriters, staying abreast of market trends, capacity shifts, and product innovation. Monitor and interpret industry trends, competitor activity, and regulatory developments, and disseminate insights to internal and external stakeholders.

Represent the organization at industry forums and speaking engagements to elevate brand visibility and thought leadership in the financial institutions space. Lead a high-performing team through coaching, performance management, and career development planning.

This role requires strong leadership skills, excellent communication abilities, and a deep understanding of the financial sector.

A successful candidate will be able to analyze complex data, develop creative solutions, and drive business outcomes.

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