Raymond James · 9 hours ago
Vice President, Strategic Accounts - Raymond James Investment Management
FL - Saint Petersburg - 780 Carillon Pkwy
Full-time
Hybrid
Mid, Senior Level
5+ years expRaymond James is a financial services firm that is seeking a Vice President of Strategic Accounts to develop new relationships and cultivate existing contacts. The role involves leading strategy development to capture and grow new revenues, supporting sales initiatives, and collaborating with marketing and distribution.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Partners with senior leadership, sales, and marketing to develop and implement initiatives focused on increasing RJIM’s presence and net new assets within Raymond James
Assists senior leadership with implementing a sales and marketing business plan with the goal of maximizing revenues
Leverages data to identify client trends for tactical growth opportunities
Maintains open communication with Raymond James partnership team and clients through all phases of the service process
Manages the process around Raymond James sponsorships, conferences, value add programs and marketing initiatives
Maintains contact with existing clients to ensure that the department’s expectations are being met and to seek to capture additional revenues where possible
Acts as a liaison between existing partners within Raymond James and various internal departments on issues ranging from fees to client services to Due Diligence
Maintains database of manager partner’s resource maps and key contacts
May support marketing campaigns by coordinating call and email campaigns
Reviews and assists with compliance approval for partner firms’ marketing materials
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's Degree, MBA preferred, with five (5) to ten (10) years related experience in the financial services industry
SIE, FINRA Series 7, FINRA Series 63 required
Knowledge of the securities industry, specifically asset management, and products
Knowledge of Company's working structure, policies, mission, and strategies
Advanced concepts, principles and practices of assigned functional area
Broker/dealer operations
Skill in identifying the needs of customers through effective questioning and listening techniques
Skill in organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Detail orientation to ensure quality standards are met without impairing workflow
Skill in following-up to ensure resolution and completion of tasks
Skill in preparing and delivering clear, convincing and professional sales presentations to small and large audiences
Skill in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Ability to communicate effectively, both orally and in writing, with all organizational levels, including senior leadership
Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions
Ability to train, coach, mentor and lead the work of others
Ability to use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external clients at all organizational levels, and with all levels of expertise in the securities industry, to accomplish objectives
Ability to effectively address concerns or challenging questions when they arise
Ability to represent RJA in a highly professional manner
Ability to effectively market Raymond James and show resilience through the prospecting process
Ability to work independently as well as collaboratively within a team environment
Ability to identify problems, gather facts, and develop solutions
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase