OverviewPortfolio Implementation ManagerCAPTRUST is seeking a
Portfolio Implementation Manager who will oversee a team responsible for ensuring client accounts are managed and invested in accordance with established investment strategies, client directives, and account restrictions. As a Portfolio Implementation Manager, you will also help drive operational excellence through process improvement initiatives, risk mitigation, and quality controls that enhance accuracy, efficiency, and scalability.
From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:
ResponsibilitiesJob Responsibilities:
- Provide strong people leadership through coaching, performance management, and talent development while fostering a culture of accountability, collaboration, and continuous improvement
- Collaborate with the Trading, Advisor, and Client Service teams and the Investment Group, to support account activity and address client needs
- Able to serve as a key point of contact for the team, influencing outcomes without direct authority
- Oversee and support portfolio implementation, rebalancing, and trading functions to ensure compliance with investment guidelines, client restrictions, and organizational policies while assisting with issue resolution
- Research and resolve trading, operational, and data-related issues, escalating complex matters when appropriate
- Maintain accurate portfolio and trading system data by identifying discrepancies and supporting corrective actions
- Play an integral role in data testing and process validation for a firm wide order management system migration
- Assist or run point on ad hoc requests within the team or from other teams as needed
QualificationsMinimum Qualifications:
- 5-10 years of professional experience in managed accounts portfolio implementation within a wealth management or RIA environment
- 3+ years experience leading teams, including coaching, performance management, and employee development
- Bachelor's degree or equivalent years of work experience
- Strong understanding of financial markets, operational aspects of asset and money movements, rebalancing accounts, and trading attributes of different investment types
- Experience working within a Managed Accounts Platform
- High level of professionalism, attention to detail, and accountability
Desired Qualifications/Skills
- Strong organizational and time management skills, with the ability to independently prioritize multiple responsibilities, manage competing demands, and consistently meet deadlines
- Ability to communicate complex investment, risk, and portfolio information clearly and effectively to internal leadership and external partners
- Demonstrated ability to succeed in a high-growth, process-driven, deadline-oriented organization
- Proven capability in monitoring, maintaining, and delivering operational and performance metrics to leadership, with an emphasis on accuracy, consistency, and decision-supporting insights
- Technology savvy, Power BI experience a plus
- Strong knowledge of Microsoft Dynamics 365 (CRM) or other CRMs
- Demonstrated ability to collaborate effectively and contribute to a team-oriented environment
WHAT can you expect from your career at CAPTRUST?Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team.
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
- Paid time off (PTO) or Paid Sick Leave (PSL)
WHERE will you be working?4208 Six Forks Rd #1700 | Raleigh, NC 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
