Savings Portfolio Strategy Manager

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