Client Engagement Specialist, RIA & Custody Services
Raymond James & Associates, Inc., Research Division
About this role
The Client Engagement Specialist supports the development, execution, and reporting of communication strategies for the RIA & Custody Services (RCS) division. The role acts as a liaison across cross‑functional teams to ensure advisors receive clear, accurate, and timely information. The Specialist translates complex technical, operational, and regulatory details into accessible messaging and uses data and advisor insights to inform communication planning and improve the advisor experience.
Skills
Qualifications
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comIndustry
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About Raymond James & Associates, Inc., Research Division
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Raymond James & Associates, Inc., Research Division.
Salary
$71k – $96k
per year
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