Strategic Partnerships Lead – Intermediary Wealth

Raymond James UK; Greater London; À distance; GBP 60 000 - 90 000; Plein temps

Résumé du poste

Raymond James UK is seeking a relationship-focused, proactive professional to strengthen and grow partnerships with intermediary clients across advisory firms of all sizes. You’ll engage with advisory firms through a blend of remote, virtual, and group-based strategies, deliver tailored presentations, and position RJWM as a trusted partner across our full proposition suite.

You’ll help deepen relationships, drive revenue and AUM growth, and support client directors’ event programmes, ensuring

Qualifications

• Evidence of delivering strategic client growth and revenue targets.
• Experience engaging with advisory firms from independents to networks.
• Strong presentation and communication skills for professional audiences.

Responsabilités

• Drive growth by delivering revenue and AUM targets through strategic client engagement.
• Build strong relationships with high-value IFAs via virtual meetings, webinars, and group presentations.
• Coordinate and host sessions with subject matter experts to deepen client understanding.
• Work with Client Directors to deliver a coordinated adviser contact strategy and share insights.
• Identify and prioritise IFAs for enhanced engagement and partnership development.
• Align with national campaigns and provide 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 Client Directors’ annual event programme to showcase new propositions and build loyalty.

Connaissances

Strategic business development

Client engagement

Virtual & group presentations

IFAs market knowledge

Outils

CRM systems

MI data analysis

Description du poste

Raymond James UK is seeking a relationship-focused, proactive professional to strengthen and grow partnerships with intermediary clients across advisory firms of all sizes. You’ll engage with advisory firms through a blend of remote, virtual, and group-based strategies, deliver tailored presentations, and position RJWM as a trusted partner across our full proposition suite.

You’ll help deepen relationships, drive revenue and AUM growth, and support client directors’ event programmes, ensuring