Client Partner - Financial Services (Tampa)
Blue Ocean Ventures, Tampa, FL, United States
Role Overview
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.
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.