Role Overview

The Client Partner is accountable for deepening and scaling Financial Services client relationships, focusing on revenue expansion, account ownership, and long-term client retention. This role requires a senior account leader who understands wealth management and advisory-driven Financial Services models.

This position requires prior professional experience at Raymond James. Candidates without direct Raymond James experience will not be considered.



Key Responsibilities

• Lead end-to-end ownership of assigned Financial Services accounts.


• Grow revenue through account expansion, renewals, and multi-year agreements.


• Build trusted relationships with senior executives and key decision-makers.


• Drive adoption of technology sol...