Profile:
We’re looking for a relationship‑driven, commercially minded professional to grow adoption of Charles Stanley products and services within Raymond James Wealth Management. You’ll build long‑term partnerships with advisory firms across your region, promoting solutions including Bespoke DFM, MPS, AIM IHT and Multi‑Asset OEICs.
As the regional face of the Charles Stanley brand, you’ll lead strategic conversations, identify growth opportunities and ensure advisers receive the insight and support they need.
What You’ll Do:
- Drive regional growth through strong, values‑led partnerships
- Promote Charles Stanley solutions across a diverse adviser base
- Lead engagement with key firms and influence senior stakeholders
- Shape propositions using market insight and competitor analysis
- Collaborate cross‑functionally to deliver integrated solutions
- Use CRM and analytics to track performance and inform decisions
- Mentor the Sales Executive and support a proactive team culture
What You’ll Bring:
- Strategic business development experience in financial services
- Strong relationship‑building skills with senior stakeholders
- Excellent communication and presentation abilities
- A collaborative, commercially minded approach
- IMC (or equivalent) welcome but not essential
Skills That Will Help You Succeed:
- Exceptional strategic thinking and influencing skills.
- Ability to navigate complex client structures and deliver tailored solutions.
- Broad knowledge of Discretionary Fund Management products.
- Strong commercial acumen and the ability to translate strategy into action.
- Leadership qualities that support cross‑functional initiatives and positive team culture.
Why This Role Matters:
You’ll play a key role in expanding the reach of Charles Stanley‑branded solutions, strengthening RJWM’s presence in the adviser market, and shaping our long‑term growth.
At Raymond James, we uphold the highest standards of integrity, professionalism, and ethical conduct in line with FCA expectations. All employees are expected to demonstrate behaviours that support a culture of transparency, accountability, and fairness. This includes acting with honesty, treating clients and colleagues with respect, and consistently making decisions that reflect the best interests of customers and the integrity of the financial system. Adherence to the FCA’s Conduct Rules is not only a regulatory requirement but a core part of our commitment to maintaining trust and confidence in the markets we serve.
