Raymond James
The Client Relationship Manager at Blunt Wealth Services manages and nurtures long-standing client relationships, acting as a primary point of contact for high-value clients. The role emphasizes adherence to firm and regulatory policies while supporting the firm’s growth within a collaborative team environment. The position operates as part of the Blunt Wealth Services team affiliated with Raymond James and upholds client-first values.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Raymond James.