Portfolio Manager (Schemes and Placement)
Location: Dublin hybrid (2 to 3 days in office)
Salary: €80,000 to €90,000 plus 10% bonus and benefits
Job Type: Permanent, Full Time
About the Client
360 Search is partnering with a leading insurance intermediary group to recruit a Portfolio Manager for its Irish business. The group is known for a collaborative, people-first culture and strong staff retention. In Ireland, it has a substantial national footprint advising clients across commercial, personal, health, life and pensions, and mortgages.
About the Role
Reporting to the Head of Markets, the Portfolio Solutions Manager will oversee the delivery of the placement strategy across the business’s retail schemes. The existing book includes some of the largest transport portfolios in the market, and the role will also lead the creation of new schemes, identifying the right insurer partners and building those relationships.
This is an individual contributor role with strong visibility to the CEO and Managing Directors. It has a proven track record of progression, with previous holders moving into senior leadership.
Key Responsibilities
- Shape and deliver portfolio and scheme strategy, scope and objectives with senior stakeholders.
- Drive placement planning and execution, managing multiple schemes and projects at once.
- Develop new schemes and grow new business through effective placement strategies.
- Build and maintain senior insurer relationships, ensuring strong strategic alignment.
- Act as the main point of contact and escalation point for broking teams and insurers on portfolio and scheme matters.
- Create and maintain scheme documentation, including PIDs, business cases and KPIs.
- Measure performance and produce MI and reporting to support data-driven decisions.
- Identify risks early and ensure mitigating action is taken.
- Develop tools, processes and best practice to support continuous improvement.
- Represent the business at external events and keep up to date with market trends.
- Work in line with all compliance, governance, regulatory and information security requirements.
About You
- 8+ years’ experience in schemes, placement or portfolio management.
- CIP qualified. Degree desirable but not essential.
- Strong relationship builder, comfortable engaging senior stakeholders.
- Confident in market engagement, presentations and high-impact document delivery.
- Experience analysing data to assess profitability, scalability and viability.
- Proven track record of full lifecycle portfolio delivery.
- Highly organised, analytical and commercially minded, with good awareness of the regulatory environment.
- Collaborative, customer focused and adaptable, with the ability to work to tight deadlines.
What’s on Offer
- €80,000 to €90,000 salary plus 10% bonus.
- 25 days annual leave.
- 5% pension contribution.
- Death in service at 4x salary.
- Income protection at 75%.
- Hybrid working, typically 2 to 3 days in the office, with some travel.
- Clear career progression and senior visibility.
