Wealth Management Portfolio Manager responsible for managing discretionary investment portfolios for high - net - worth individuals and institutions. Lead the development of investment strategies and support client relationships in a wealth management context.
About the role
- Strategic Partner & Commercial Manager overseeing quoting activities and managing relationships with strategic partners. Driving commercial coordination to ensure effective quote processing and delivery.
Responsibilities
- Own the intake, coordination, and follow-through of all quote requests across the customer base
- Ensure quote requests are acknowledged promptly and progressed without delay
- Partner with estimating and engineering teams to confirm scope clarity, pricing accuracy, and realistic lead times
- Manage multiple active quotes simultaneously, including revisions and follow-ups
- Ensure quotes are issued accurately, professionally, and within expected timelines
- Manage day-to-day commercial interactions with assigned strategic partner firms
- Lead and participate in partner calls, meetings, and reviews as needed
- Maintain consistent, timely communication and follow-up with partner teams
- Act as a customer- and partner-facing point of contact during the quoting phase
- Maintain a strong sense of urgency in responding to inquiries, revisions, and follow-ups
- Set and manage expectations regarding timing, scope clarification, and next steps
- Proactively communicate status updates to external partners and internal teams
- Serve as the primary commercial interface during the quoting phase between sales, estimating, engineering, manufacturing, and project management
- Prepare clean commercial handoffs to the Project Management team for awarded work
- Identify and escalate scope gaps, risks, or assumptions early in the quoting process
- Support change management for revised or evolving quote requests
- Drive consistency and continuous improvement in quoting workflows, tools, and documentation
- Identify recurring issues impacting quote turnaround time or quality
- Contribute ideas to improve commercial efficiency as volume and complexity increase
Requirements
- 5+ years of experience in sales, commercial operations, or quoting within a technical or manufacturing environment
- Strong written and verbal communication skills
- High attention to detail with the ability to manage multiple priorities
- Strong sense of urgency and accountability
- Ability to work cross-functionally in a fast-paced environment
- Willingness to learn technical electrical and infrastructure-related products
- Reliable follow-through with strong organizational skills
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