Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role focuses on strengthening and growing partnerships with intermediary clients, engaging with advisory firms of all sizes through a blend of remote, virtual, and group-based strategies. You will deepen relationships, deliver tailored presentations, and position Raymond James WM as a trusted partner.

Responsibilities

• Drive business growth by delivering agreed revenue and AUM targets through strategic client engagement.
• Build strong relationships with high-value IFAs through virtual meetings, webinars, and group presentations.
• Coordinate and host sessions with subject matter experts to deepen client understanding and strengthen partnerships.
• Work closely with Client Directors to deliver a coordinated adviser contact strategy and share valuable client insights.
• Identify and prioritise IFAs for enhanced engagement and partnership development.
• Align with national campaigns and initiatives, providing feedback to marketing on lead-generation performance.
• Use CRM and MI data to plan targeted engagement strategies and track progress.
• Represent RJWM as a leading, client-centred wealth management partner.
• Support the Client Directors’ annual event programme to showcase new propositions and build community and loyalty.

Requirements

• 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

• 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.

About the Company

• You’ll be part of a supportive, forward-thinking team that values collaboration, innovation, and client outcomes.
• 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.