Client Partner - Financial Services (Tampa)

Client Partner

The Client Partner is accountable for deepening and scaling Financial Services client relationships, focusing on revenue expansion, account ownership, and long-term client retention. This role requires a senior account leader who understands wealth management and advisory-driven Financial Services models. This position requires prior professional experience at Raymond James. Candidates without direct Raymond James experience will not be considered.

Key Responsibilities

• Lead end-to-end ownership of assigned Financial Services accounts.
• Grow revenue through account expansion, renewals, and multi-year agreements.
• Build trusted relationships with senior executives and key decision-makers.
• Drive adoption of technology solutions across digital, engineering, data, and cloud services.
• Identify demand early and convert it into structured opportunities.
• Maintain accurate forecasting, pipeline visibility, and account plans.
• Manage commercial negotiations, pricing discussions, and contractual structures.
• Advocate for client needs internally to support long-term growth.

Required Profile

• 5–15 years of experience in Financial Services sales, client partnership, or account management.
• Mandatory prior experience working at Raymond James (any client-facing, sales, or relationship management role).
• Strong understanding of wealth management, brokerage, or investment advisory operations.
• Experience within technology services or software-driven organizations.
• Demonstrated success in MSA expansion and long-term account growth.
• Strong relationship management and commercial execution skills.