Senior Manager, Portfolio Strategy

Company: Chetwood Bank
Apply for the Senior Manager, Portfolio Strategy
Location: Wales
Job Description:

Senior Manager, Portfolio Strategy

Department: Commercial

Employment Type: Full Time

Location: Wrexham

Reporting To: Ben Mitchell

Description

As a Senior Manager Portfolio Strategy, you will be responsible for developing and managing data-driven product, pricing and promotional strategies to optimise the performance of the Savings portfolio. You will lead the development of pricing and planning models to ensure decision-making is fully informed by all available organisational data, and that portfolio strategy reflects both customer behaviour and market dynamics. You will play a central role in forecasting, planning and strategic change activity across the savings product suite.

Key Responsibilities

  • Develop and own the Savings Pricing Strategy, including pricing models and governance alignment.
  • Build and enhance data-driven pricing and forecasting models to support robust commercial and portfolio decision‑making.
  • Lead the Savings planning and forecasting process, developing assumptions based on market capacity, seasonality and portfolio data.
  • Partner with finance and financial planning to translate assumptions into balance sheet and margin projections.
  • Integrate savings funding and liquidity assumptions into the wider funding plan, supporting regulatory reporting.
  • Support product, pricing and strategic change initiatives across the Savings portfolio, including new product development and service improvements.

Skills, Knowledge & Expertise

  • Experience in UK Savings products, with a strong understanding of ILAAP and FTP frameworks and their application in commercial decision‑making.
  • Strong commercial acumen, with the ability to assess the financial impact of pricing, product and strategic decisions.
  • Excellent stakeholder management and communication skills, including the ability to produce clear reports and present to Executive Committee-level audiences.
  • Strong analytical capability, with experience interpreting and combining internal and external data to support insight‑led decision‑making.
  • Proficient in MS Office and/or Google Workspace tools, with strong capability in data analysis and reporting.

Job Benefits

  • Competitive salary
  • 25 days holiday PLUS your BIRTHDAY off
  • Pension contribution with Royal London
  • Life Assurance
  • Private medical, dental and optical health insurance with Axa
  • Hybrid working
  • Free breakfast available

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Posted: July 7th, 2026