Profile:
We’re looking for a relationship‑focused, proactive professional to help strengthen and grow our partnerships with intermediary clients. In this role, you’ll engage with advisory firms of all sizes from small independents to national networks, using a blend of remote, virtual, and group‑based strategies. You’ll play a key part in deepening relationships, delivering tailored presentations, and positioning Raymond James WM as a trusted partner across our full proposition suite.
If you enjoy building meaningful connections, delivering compelling content, and working collaboratively to drive commercial success, this role offers the opportunity to make a real impact.
What You’ll Be Doing:
- Driving business growth by delivering agreed revenue and AUM targets through strategic client engagement.
- Building strong relationships with high‑value IFAs through virtual meetings, webinars, and group presentations.
- Coordinating and hosting sessions with subject matter experts to deepen client understanding and strengthen partnerships.
- Working closely with Client Directors to deliver a coordinated adviser contact strategy and share valuable client insights.
- Identifying and prioritising IFAs for enhanced engagement and partnership development.
- Aligning with national campaigns and initiatives, providing feedback to marketing on lead‑generation performance.
- Using CRM and MI data to plan targeted engagement strategies and track progress.
- Representing RJWM as a leading, client‑centred wealth management partner.
- Supporting the Client Directors’ annual event programme to showcase new propositions and build community and loyalty.
What You’ll Bring:
- Proven success in strategic business development and client engagement.
- Experience delivering virtual and group presentations to professional audiences.
- Strong understanding of the IFA market and discretionary fund management.
Skills That Will Help You Succeed:
- Exceptional communication skills — both virtual and in‑person.
- Ability to coordinate subject matter experts and deliver engaging, tailored content.
- Highly organised, proactive, and collaborative approach to working with colleagues and clients.
Why Join Us?
You’ll be part of a supportive, forward‑thinking team that values collaboration, innovation, and client outcomes. This role offers the chance to build influential relationships, shape engagement strategies, and contribute to the continued growth of RJWM’s intermediary proposition.
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.
