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Portfolio Director Jobs (NOW HIRING)

We are seeking a highly skilled and experienced Portfolio Director to join our team in Edinburgh. The successful candidate will be responsible for growing and managing a portfolio of high-net-worth ...

PORTFOLIO DIRECTOR

New Haven, CT · On-site

$97K - $110K/yr

The Portfolio Director is a key leadership position responsible for overseeing property management and maintenance operations across the assigned portfolio. This role combines strategic oversight ...

Do you have the career opportunities as a Portfolio Director - Radiology you want with your current employer? We have an exciting opportunity for you to join HealthTrust which is part of the nation ...

The Portfolio Director must have an in-depth knowledge of the contracts, suppliers, and products in their portfolio Key Responsibilities and Duties Communications: Communicate contract portfolio ...

Title: Michigan Portfolio Director Location: Hybrid work environment with 2 to 3 days in office/on-site with clients in the greater Ann Arbor, MI area Ready to make a difference? The Portfolio ...

Programme and Portfolio Directors lead complex, multi‑workstream transformation initiatives from planning through delivery. This is a senior delivery leadership role focused on structure, momentum ...

Job Summary AppleOne is seeking an experienced Property Portfolio Director for a direct hire opportunity in Fresno, County. This management-level role oversees a portfolio of five residential ...

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Portfolio Director information

See salary details

$52.5K

$146.1K

$247K

How much do portfolio director jobs pay per year?

As of Sep 11, 2026, the average yearly pay for portfolio director in the United States is $146,114.00, according to ZipRecruiter salary data. Most workers in this role earn between $99,500.00 and $195,000.00 per year, depending on experience, location, and employer.

What is a portfolio director?

A Portfolio Director is a senior management professional responsible for overseeing a group of related projects or programs within an organization. Their main role is to ensure that these projects align with the company's strategic goals, optimize resource allocation, and deliver maximum value. Portfolio Directors often coordinate with project managers, stakeholders, and executives to prioritize initiatives, manage risks, and track overall performance. They play a key role in decision-making to balance competing demands and achieve business objectives across the portfolio.

How does a portfolio director typically collaborate with cross-functional teams to achieve project goals?

A Portfolio Director works closely with project managers, department heads, and executive leadership to align projects with organizational strategy. They facilitate communication between teams, prioritize initiatives based on business value, and resolve resource conflicts. Regular portfolio review meetings and status updates are common practices, ensuring that all stakeholders are informed and that projects progress smoothly toward shared objectives. This collaborative approach is key to managing risks and adapting to changing organizational needs.

What are the key skills and qualifications needed to thrive as a portfolio director, and why are they important?

To succeed as a Portfolio Director, you need strong strategic planning, financial analysis, and project management skills, usually supported by a relevant degree and experience managing multiple projects or investments. Familiarity with portfolio management software, financial modeling tools, and certifications like PMP or CFA can be highly beneficial. Leadership, negotiation, and effective communication are essential soft skills for guiding teams and stakeholders. These competencies ensure the successful alignment, execution, and optimization of projects or investments within organizational goals.

What is the difference between Portfolio Director vs Project Manager?

AspectPortfolio DirectorProject Manager
ResponsibilitiesOversees multiple projects and programs aligning with strategic goalsManages individual projects, ensuring timely delivery and scope management
CredentialsOften requires advanced degrees and certifications like PMP or PgMPTypically holds PMP or similar project management certifications
Work EnvironmentStrategic, executive-level, often in corporate or agency settingsOperational, team-focused, working directly on project execution
FocusPortfolio oversight, strategic alignment, resource allocationProject planning, execution, and delivery

The main difference between a Portfolio Director and a Project Manager lies in scope and focus. The Portfolio Director oversees multiple projects and aligns them with strategic business goals, while the Project Manager concentrates on managing individual projects to ensure successful completion. Both roles often require similar certifications, but their responsibilities and work environments differ significantly.

How do you become a portfolio director?

To become a portfolio director, candidates typically need extensive experience in project or program management, strong leadership skills, and a deep understanding of the industry or organization. Earning relevant certifications such as PMP or PgMP can enhance qualifications, and developing expertise in strategic planning and stakeholder management is essential. Progressing through roles like project manager or senior manager often leads to this executive position.

How much do portfolio directors make?

Portfolio directors typically earn between $100,000 and $200,000 annually, depending on experience, industry, and location. They often oversee multiple projects or investments and require strong leadership and strategic planning skills.
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What are the most commonly searched types of Portfolio jobs?

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Infographic showing various Portfolio Director job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 84% Full Time, 12% Part Time, 1% Temporary, and 1% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $146,114 per year, or $70.2 per hour.

Portfolio Director

Edinburgh, IN • On-site

Other

Re-posted 7 days ago


Key responsibilities

  • Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions.

  • Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk tolerance.

  • Lead and mentor a team of investment professionals, fostering a collaborative and high-performance culture.


Job description

We are seeking a highly skilled and experienced Portfolio Director to join our team in Edinburgh. The successful candidate will be responsible for growing and managing a portfolio of high-net-worth clients, providing strategic investment advice, and ensuring the delivery of exceptional client service.

In addition, you will take increasing day-to-day ownership of a set of existing intermediary relationships and associated discretionary portfolios, providing excellent service and robust investment oversight. Over time, you will help grow the intermediary book in partnership with business development colleagues, while operating within agreed governance and risk frameworks.

About Cazenove Capital

AtCazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The base

We are based at Charlotte Square in the centre of Edinburgh.

The team

We are one of the largest UK-based wealth management firm, based in Edinburgh headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.

What you’ll do

Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions

Portfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk tolerance

Market Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insights

Team Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance culture

Business Development: Identify and pursue new business opportunities, contributing to the growth of the firm's client base and assets under management

Compliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct.

The knowledge, experience and qualifications you need

Education: Bachelor’s degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirable

Experience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net- worth client portfolios

Strong analytical and quantitative skills

Excellent communication and interpersonal skills

Demonstrated ability to build and maintain client relationships

Leadership experience with the ability to mentor and develop team members

In-depth knowledge of financial markets, investment strategies, and regulatory requirements.

What you’ll be like

Client-focused with a commitment to providing exceptional service

Strategic thinker with the ability to develop and implement innovative investment solutions

High level of integrity and professionalism

Strong work ethic and the ability to thrive in a fast-paced environment.

Why Join Us

Reputation: Join a prestigious firm with a strong reputation in the wealth management industry

Resources: Access to Schroders' global resources and research capabilities

Career Development: Opportunities for continuous learning and professional growth

Collaborative Culture: Work in a supportive and dynamic team environment

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Job Info
  • Job Identification 1790
  • Job Category Investment
  • Posting Date 07/23/2026, 02:42 PM
  • Job Schedule Full time
  • Locations 24-25 Charlotte Square, Edinburgh, EH2 4ET, GB
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