At a Glance
- Tasks: Lead national partnerships, drive growth, and build impactful relationships with top firms.
- Company: Join Raymond James Wealth Management, a leader in the financial services industry.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional development.
- Other info: Dynamic role with excellent career progression and a focus on collaboration.
- Why this job: Shape national strategy and make a real impact in wealth management.
- Qualifications: Experience with IFAs and strong relationship-building skills required.
The predicted salary is between 80000 - 100000 £ per year.
You’ll lead our national Intermediary Partnerships function, driving growth through high‑impact relationships with top IFA firms, Nationals, Networks, and Service Providers.
This is a senior, strategic position at the heart of Raymond James Wealth Management’s commercial agenda, perfect for someone who thrives on influence, collaboration, and building partnerships that genuinely move the needle.
The Opportunity
You’ll take ownership of our UK partnership strategy, expanding and deepening a panel of strategic intermediaries while ensuring every relationship aligns with our broader commercial priorities.
You’ll lead a high‑performing team of Partnership Directors and Executives, oversee our Investment Sales Desk, and act as senior relationship owner for key national partners.
This role is ideal for someone who combines commercial acumen with exceptional relationship skills and who wants to shape a national strategy, not just manage a portfolio.
Key Responsibilities
- Lead national partnership strategy and deliver growth through high‑quality intermediary relationships.
- Develop and implement the UK Intermediary Partnerships Strategy in collaboration with senior leadership.
- Identify and secure new strategic partnerships across key IFA firms, Nationals, and Networks.
- Act as senior relationship owner for priority partners, strengthening long‑term, mutually beneficial relationships.
- Build strong connections between Raymond James senior leadership and senior stakeholders across target firms.
- Lead, motivate, and develop a high‑performance intermediary team.
- Partner closely with Marketing to align campaigns, events, and initiatives with partnership objectives.
- Represent Raymond James at partner events, industry forums, and joint initiatives.
- Oversee planning and delivery of national roadshows, seminars, and events.
- Collaborate with Investment Strategy, Marketing, Operations, and other teams to ensure seamless execution.
- Maintain deep knowledge of our product proposition and investment philosophy.
- Provide market insight, competitor intelligence, and intermediary trend analysis to inform strategy.
- Ensure robust MI, performance tracking, and reporting frameworks.
Qualifications & Experience
- Proven experience working with IFAs, Networks, or intermediary businesses, with strong understanding of their operating models.
- Demonstrated success in developing and growing strategic partnerships within wealth or asset management.
- Strong track record of delivering commercial outcomes through relationship‑led strategies.
- Exceptional stakeholder engagement skills, with the ability to influence senior executives.
- Strategic thinker with strong commercial acumen and the ability to translate priorities into actionable plans.
- Experience in business planning, performance management, and resource allocation.
- Excellent communication and presentation skills.
- Proven ability to deliver operational excellence with strong governance and reporting.
- Knowledge & Skills
- Strategic partnership thinking and commercial acumen
- Strong leadership and people development capability
- Excellent stakeholder engagement and influencing skills
- Deep understanding of intermediary distribution and client needs
- Strong analytical capability, including MI and performance tracking
- Ability to drive collaboration across functions
- Commitment to continuous improvement and operational effectiveness
Raymond James is an equal opportunities employer.
We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.
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StudySmarter Expert Advice🤫
We think this is how you could land Head of Intermediary Partnerships
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Raymond James UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Intermediary Partnerships
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Raymond James UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Raymond James UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Raymond James UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Raymond James UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Raymond James UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Raymond James UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
