Job Description
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
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...