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Raymond James FinancialPromotion

Raymond James Financial Announces Key Executive Leadership Appointments

What happened

Raymond James Financial's Chief Strategy Officer, Tarek Helal, will also take on oversight of the Asset Management Services (AMS) division, effective January 1, 2027.

Source

Article excerpt

St. Petersburg, Fla., Sept. 15, 2026 (GLOBE NEWSWIRE) -- Raymond James Financial (NYSE: RJF) announced today that Bank Segment President Steve Raney will transition into an executive consulting role on January 1, 2027, after 21 years of leading the firm’s banking business. As part of the firm’s long-term succession plans, RJF Chief Operating Officer Scott Curtis will lead the Bank Segment. “Under Steve’s leadership, the business has grown from approximately $41 million in annual net revenues in fiscal 2006 to nearly $1.8 billion in fiscal 2025, while becoming an increasingly important part of how we serve advisors and their clients,” said RJF CEO Paul Shoukry. “Just as important, Steve has built an outstanding leadership team and a strong foundation for future growth. We are fortunate Raymond James will continue to benefit from his wealth of institutional knowledge and industry expertise.” Raney will work closely with Curtis and the Bank Segment leadership to ensure a thoughtful and orderly transition. Beyond the transition, he will continue to serve as chair of the Raymond James Bank board and a member of the TriState Capital Bank board and Raymond James’ two trust company boards, as well as a member of select bank committees. Curtis has served on the Raymond James Bank board since 2019. “It has been an honor to be part of the firm’s banking story – developing intelligent...

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Extracted from this sentence

As part of the transition, Chief Strategy Officer Tarek Helal will oversee the Asset Management Services (AMS) division, effective January 1, 2027, in addition to his current responsibilities.

Extracted by Autobound

From the Signal API record
Event
Promotion

What this signalsA newly promoted leader often gets the budget to change how the team works.

Person
Tarek HelalHead of Asset Management Services (AMS) division
Takes effect
Jan 1, 2027
Location
St. Petersburg, Florida, United States

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The full record

From the Signal API record

People

  • Tarek HelalHead of Asset Management Services (AMS) division · Named in the story

Topics and mentions

Job title tags

  • directors
  • management

Extraction

Confidence
90%
Detected
Sep 15, 2026
signal_type
news
signal_subtype
promotes

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This page shows a preview. The full news record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/4d26e614-fd00-872f-961c-93d5444892af returns this record as JSON. POST /v1/companies/enrich returns every signal for raymondjames.com.

{
  "signal_id": "4d26e614-fd00-872f-961c-93d5444892af",
  "signal_type": "news",
  "signal_subtype": "promotes",
  "detected_at": "2026-09-15T20:14:00+00:00",
  "company": {
    "name": "Raymond James Financial",
    "domain": "raymondjames.com"
  },
  "data": {
    "url": "https://www.globenewswire.com/news-release/2026/09/15/3362656/0/en/raymond-james-financial-announces-key-executive-leadership-appointments.html",
    "title": "Raymond James Financial Announces Key Executive Leadership Appointments",
    "contact": "Tarek Helal",
    "excerpt": "St. Petersburg, Fla., Sept. 15, 2026 (GLOBE NEWSWIRE) -- Raymond James Financial (NYSE: RJF) announced today that Bank Segment President Steve Raney will transition into an executive consulting role on January 1, 2027, after 21 years of leading the firm’s banking business. As part of the firm’s long-term succession plans, RJF Chief Operating Officer Scott Curtis will lead the Bank Segment. “Under Steve’s leadership, the business has grown from approximately $41 million in annual net revenues in fiscal 2006 to nearly $1.8 billion in fiscal 2025, while becoming an increasingly important part of how we serve advisors and their clients,” said RJF CEO Paul Shoukry. “Just as important, Steve has built an outstanding leadership team and a strong foundation for future growth. We are fortunate Raymond James will continue to benefit from his wealth of institutional knowledge and industry expertise.” Raney will work closely with Curtis and the Bank Segment leadership to ensure a thoughtful and orderly transition. Beyond the transition, he will continue to serve as chair of the Raymond James Bank board and a member of the TriState Capital Bank board and Raymond James’ two trust company boards, as well as a member of select bank committees. Curtis has served on the Raymond James Bank board since 2019. “It has been an honor to be part of the firm’s banking story – developing intelligent...",
    "summary": "Raymond James Financial's Chief Strategy Officer, Tarek Helal, will also take on oversight of the Asset Management Services (AMS) division, effective January 1, 2027.",
    "location": "St. Petersburg, Florida, USA",
    "planning": true,
    "image_url": "https://ml.globenewswire.com/Resource/Download/52d149ee-bebf-408b-b430-ed97c7642590",
    "job_title": "Head of Asset Management Services (AMS) division",
    "confidence": 0.9,
    "published_at": "2026-09-15T20:14:00Z",
    "location_data": [
      {
        "city": "St. Petersburg",
        "state": "Florida",
        "region": "Northern America",
        "country": "United States",
        "continent": "Americas",
        "fuzzy_match": false
      }
    ],
    "effective_date": "2027-01-01",
    "job_title_tags": [
      "directors",
      "management"
    ],
    "article_sentence": "As part of the transition, Chief Strategy Officer Tarek Helal will oversee the Asset Management Services (AMS) division, effective January 1, 2027, in addition to his current responsibilities."
  }
}

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