Raymond James · 1 day ago
Client Engagement Specialist, RIA & Custody Services
Saint Petersburg, Florida - United States
Full-time
Hybrid
Mid, Senior Level
3+ years expRaymond James is a financial services firm, and they are seeking a Client Engagement Specialist to support the development and execution of communication strategies for their RIA & Custody Services division. The role involves ensuring that advisors receive clear and timely information while transforming complex details into accessible messaging to enhance the client experience.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Develop, execute, and continuously refine communication strategies that enhance advisor awareness and engagement across RCS
Serve as the communication subject matter expert, providing strategic guidance aligned with business objectives, regulatory expectations, and client needs
Build and manage an annual communications roadmap and maintain a structured communication calendar to support proactive outreach and internal enablement
Create and manage standardized communication templates, processes, and governance guidelines to ensure quality, consistency, and compliance
Ensure clear, client‑focused messaging across channels—including email, digital content, operational notices, change‑related updates, and educational materials
Translate complex technical, operational, and regulatory information into accessible, client‑friendly language that is applicable to RCS
Curate recurring communication deliverables, such as an executive newsletter and regular stakeholder updates
Coordinate review, approval, and compliance documentation processes to ensure timely and accurate delivery
Partner with business units (Infrastructure, Enablement, Service, Sales, Risk) and internal subject matter experts to align communications with platform enhancements, system updates, workflow changes, and readiness efforts
Participate in cross‑departmental workstreams, project meetings, and readiness reviews—representing the voice of the RCS client
Ensure internal teams are equipped with accurate and timely information to support advisor discussions and frontline enablement initiatives
Gather insights from internal data sources, advisor sentiment channels, service interactions, and escalation trends to inform and refine communication strategies
Build and maintain targeted communication segments based on advisor behaviors, needs, and roles
Maintain communication workflows, calendars, and operational systems that support scalability and efficient execution
Develop internal resources and tools that support frontline enablement and executive reporting
Drive continuous improvement initiatives that streamline communication processes, strengthen quality controls, and enhance the overall advisor experience
Qualification
Required
Bachelor's Degree in Communications, Marketing, Business, Finance, or a related field
Three (3) to five (5) years of experience in communication strategy, financial services operations or similar roles
Excellent written communication skills with the ability to simplify complex or technical concepts for professional audiences, with focus on clarity, tone, and audience relevance
Experience supporting change management or operational readiness communications
Experience with CRM systems and communication platforms (e.g. Salesforce, Eloqua)
Strong proficiency in Excel and comfort working with internal data systems, dashboards, and reporting tools
Implementing standards for processes and procedures for efficient and timely work flow
Organize, prioritize, manage, and track multiple details, tasks, and assignments in a fast-paced work environment
Collaborative mindset and comfort working across departments to accomplish and support business objectives and needs
Gather information, identify linkages and trends, and proactively apply findings to effectuate communication strategy and ensure a positive client experience
Build relationships working cross‑functionally across business units
Work independently as well as collaboratively within a team environment
Company's working structure, policies, mission, and strategies
Background in custody services, technology, finance, or operations-heavy environment
Basic understanding of the RIA, custody, or clearing services landscape
Preferred
SIE & Series 7 not required but preferred
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
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