Portfolio Implementation Manager
Charles StanleyLondon, England, United Kingdom
Posted March 2, 2026
Full Time
About the Company
Charles Stanley, part of Raymond James Wealth Management, is a leading UK wealth management firm offering bespoke investment portfolios and tailored financial advice. With a focus on client-centric service since 1792, Charles Stanley provides comprehensive solutions including discretionary portfolio management, execution-only share dealing, ISAs, SIPPs, corporate wealth management, financial planning, and specialist fiduciary services. The company's extensive network of over 20 offices across the UK ensures high-standard service to individuals, charities, institutions, and professional advisers.
Job Description
Portfolio Implementation Manager responsible for executing trades, rebalancing activity, and cash management across centrally managed portfolios, ensuring alignment between client portfolios and agreed investment strategies.
Requirements
- Degree in Finance, Economics, or a related field (or equivalent experience)
- 3â5 yearsâ experience in portfolio implementation, trading support, risk monitoring, or multiâasset portfolio management
- CISI Level 4 required; IMC or CFA Level I preferred
