Job Description

Profile:

We’re looking for a relationship‑driven, commercially minded professional to help shape the future of our intermediary partnerships. This role is all about building meaningful, long‑term relationships with advisory firms of all sizes, from small independents to national networks and ensuring they have access to the full breadth of our solutions, including Bespoke DFM, MPS, AIM IHT and Multi‑Asset OEICs.

You’ll be the trusted voice of RJWM for your region, leading strategic conversations, identifying growth opportunities, and ensuring our partners receive the support and insight they need to deliver great outcomes for their clients.

What You’ll Be Doing:

• Driving growth by delivering agreed revenue and AUM targets through strong, values‑led partnerships.
• Developing a regional strategy aligned with RJWM’s priorities and focused on high‑potential advisory firms.
• Leading engagement with key clients, positioning RJWM as a trusted long‑term partner.
• Using market insight and competitor analysis to shape propositions that meet evolving client needs.
• Influencing decision‑makers across your portfolio to build secure, strategic relationships.
• Collaborating with colleagues across Asset Management, Investment Management, Marketing and Product to deliver integrated solutions.
• Championing RJWM’s brand and contributing to our presence as a thought leader in wealth management.
• Using CRM and analytics to track progress and support informed leadership decisions.
• Mentoring the Sales Executive to foster a proactive, client‑focused culture.
• Gathering intelligence on client needs, market trends and competitor activity to inform our strategy.
• Providing structured feedback to Head Office to support product development, marketing and wider business initiatives.

What You’ll Bring:

• Proven experience in strategic business development within financial services.
• A strong track record of building and managing relationships with senior stakeholders, including C‑suite leaders.
• Professional qualifications such as IMC (or equivalent) are welcome but not essential.
• Excellent communication and presentation skills, with the ability to explain complex ideas clearly and confidently.
• A collaborative mindset and the ability to work effectively across teams and functions.

Skills That Will Help You Succeed:

• Exceptional strategic thinking and influencing skills.
• Ability to navigate complex client structures and deliver tailored solutions.
• Broad knowledge of Discretionary Fund Management products.
• Strong commercial acumen and the ability to translate strategy into action.
• Leadership qualities that support cross‑functional initiatives and positive team culture.

Why This Role Matters:

You’ll play a key role in shaping RJWM’s growth, strengthening our market position, and ensuring our partners and their clients receive exceptional support. This is an opportunity to make a meaningful impact, build influential relationships, and contribute to the long‑term success of a growing wealth management business.

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.