Rachel Rath brings extensive financial services business strategy and operations experience to her role as Midwest relationship manager for the Raymond James RIA & Custody Services Division. Her guiding principles include integrity, innovation and perseverance. She has a passion for serving the RIA community and lives by the Zen proverb “The man who moves a mountain begins by carrying away small stones.”
Rachel joined with Raymond James RCS with Charles Schwab Advisor Services, Great Lakes Sales and Relationship Management. In a sales support capacity, she consulted on custody infrastructure, data integration and firm-level branding and operations. She managed complex firm level changes including mergers, reorganizations and onboarding and partnered with internal legal, compliance and risk professionals. As a relationship manager, she empowered advisors to grow while scaling and maintaining profitable businesses through delivery of business consulting services. By taking a holistic approach, she positively influenced the overall custody experience.
Prior to Schwab, she served as a senior regional marketing consultant with FTJ FundChoice™. During her tenure at FundChoice™, she refined her business development skills, doubling the platform size, along with her teammates. She was selected for a project team to convert the firm’s custody relationship, as well as managed the client-facing portion of the firm’s website conversion from an in-house, proprietary website to an outsourced solution.
Rachel earned her Bachelor of Arts from Northern Kentucky University and her Master of Business Administration from the University of the Cumberlands. She holds Series 7 and 63 licenses. Located in Northern Kentucky, she has convenient access to the Greater Cincinnati, Indiana, Lexington and Louisville areas.
Rachel is married, has two children, and enjoys marathon walking, hiking, camping, practicing martial arts and spending time with her family. She has performed in local bands, singing and playing acoustic guitar, and plans to sing bluegrass in the future. She actively gives back to the community through her involvement with Girl Scouts USA. She serves as leader of her daughter’s troop, association chair and co-manager of the Alexandria Service Unit of Kentucky’s Wilderness Road Council. Rachel is dedicated to being a role model for young women, demonstrating strength, courage and the ability to achieve.