Partnerships Executive

Partnerships Executive at Raymond James UK wealth management focused on strengthening and growing partnerships with intermediary clients (IFAs) through a mix of remote, virtual, and group-based engagements. Responsibilities include driving revenue and AUM targets via strategic client engagement, delivering tailored presentations, coordinating experts for deeper client understanding, partnering with Client Directors on adviser contact strategies, prioritizing engagement, aligning with national campaigns, using CRM/MI data to target initiatives, and supporting the annual event programme to showcase new propositions and foster loyalty. Key skills include proven strategic business development, experience delivering virtual and group presentations to professional audiences, strong understanding of the IFA market and discretionary fund management, and exceptional communication in virtual and in-person settings.