Kit Lee

Wildcard
DISC Type : isc

Vice President, Business Enablement at Raymond James

Fort Lauderdale, Florida, United States

Overview

Kit Lee is a technology leader in wealth management, currently serving as Vice President of Business Enablement at Raymond James. With over 15 years at BNY Mellon | Pershing, she specialized in delivering digital experiences and integration strategies for top financial firms. Kit holds a Bachelor of Science from Stony Brook University.

Her interests lie at the intersection of finance and technology, with a specific focus on Fintech and cryptocurrency. Kit is also a passionate advocate for diversity in her field, having co-chaired the Women in Technology employee group at BNY Mellon to help attract and retain female talent.

Unique fact: Kit has been nationally recognized as one of the "Top Women in WealthTech" by ThinkAdvisor.

Personality Overview

ROI Driven

Requires Proof

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Digital Transformation
Her career is focused on partnering with large financial firms to execute digital transformation projects and deliver streamlined client experiences.
WealthTech Innovation
Recognized as a top woman in WealthTech, her work involves innovating new solutions and shaping the future of Raymond James's business.
API Integration
She has extensive experience leading integration strategy and roadmaps, leveraging APIs to create open architecture solutions for clients.

Media Appearances

Kit has no verified media appearances

Work History

7-2025
Vice President, Business Enablement at Raymond James
1-2024 - 7-2025
Vice President Operations at Raymond James
9-2019
Board Observer at AlphaPoint
4-2019 - 12-2021
Director, Head of Integration at BNY Mellon | Pershing
1-2018 - 6-2020
Director, Technology Solutions at BNY Mellon | Pershing

Education

BS from Stony Brook University

More Information

Social Presence :

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Exp : 24 Location : Fort Lauderdale, Florida, United States Job Level : Senior Designation : Vice President, Business Enablement at Raymond James
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Insights For Selling To Kit

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kit is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Kit

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Kit move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Kit take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kit

Personality Compatibility


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