Spencer Lay

Transitions Consultant at Raymond James Investment Services

Spencer Lay is a seasoned professional in the financial services industry, currently serving as a Transitions Consultant at Raymond James Investment Services since August 2018. In this role, Spencer acts as the Project Lead for transitions between business models, offering specialized services and guidance to project groups. Previously, Spencer held the position of Relationship Management Executive, fostering long-term relationships with Wealth Managers. Prior experience includes serving as an SJP Partnership Specialist at Metro Bank (UK), providing tailored support to partners and their clients, and a series of roles at International Financial Data Services, culminating in the position of SJP Partner Relationship Support - Expert Associate. Spencer's career has been marked by a focus on customer experience and effective communication in high-stakes environments. Spencer's education was completed at Mayflower High School from 2006 to 2012.

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