Regional Director, Client Relationships – South

130 Raymond James Financial Services, Inc.; Saint Petersburg (FL); Hybrid; USD 90,000 - 180,000; Full time

Job summary

Raymond James in Saint Petersburg, FL is seeking a Senior Relationship Manager to cultivate existing client contacts and develop new relationships to proactively capture assets and grow revenues for the division. You will work with financial advisors, executives, and internal teams to resolve client concerns and expand services.

The role requires autonomy, strategic thinking, and the ability to manage complex client needs, with extensive interaction across service, trading, technology, and

Qualifications

• Bachelor’s degree with 5–7 years in a financial planning, investment management or related field.
• SIE required; Series 7; Series 65/66; Series 9/10 or 24; ability to obtain within 90 days.
• Demonstrated experience developing revenue growth strategies and managing client accounts.
• Strong communication, presentation, and problem-solving skills.
• Hybrid work style with ability to travel to client sites as needed.

Responsibilities

• Proactively contacts existing clients to ensure services meet their needs and identify opportunities to increase revenue.
• Develops sales strategies and marketing plans with financial advisors and institutions.
• Supports division leadership with business plans and projects.
• Coordinates transitions and onboarding to maximize revenue and service quality.
• Prepares and delivers presentations to prospective and existing institutions and financial advisors.

Skills

Client relationship management

Revenue growth

Problem solving

Communication

Relationship development

Education

Bachelor’s Degree + 5–7 years experience in financial services

SIE license

Series 7 license

Series 65 or 66 license

Series 9/10 or 24 license

Tools

CRM systems

Job description

Raymond James in Saint Petersburg, FL is seeking a Senior Relationship Manager to cultivate existing client contacts and develop new relationships to proactively capture assets and grow revenues for the division. You will work with financial advisors, executives, and internal teams to resolve client concerns and expand services.

The role requires autonomy, strategic thinking, and the ability to manage complex client needs, with extensive interaction across service, trading, technology, and