Manager, Annuity Product Specialist Team

Raymond James•Saint Petersburg, FL

7d•Hybrid

About The Position

Manage and lead the annuity product specialist team, coordinating with other functional teams to provide clients with packaged product investment solutions. The role requires maintaining the product and strategy knowledge needed to inform advisors and clients about products and services on the insurance solutions platform, including domestic and offshore fixed, index, RILA, and variable annuities. The position participates in product-related initiatives across Global Wealth Solutions, including marketing, product development, and service initiatives. It represents the Raymond James platform in meetings with advisors, clients, and product partners to share product education and industry best practices. The role has extensive contact with internal and external customers to identify, research, and resolve complex sales, service, and business-planning problems. The role leads and develops internal product support teams, supports the Internal Annuity Consultant team, and works with Insurance Solutions product managers and research associates on analysis and recommendations concerning existing insurance and annuity products. A commitment to client-first service and the firm's core values is expected.

Requirements

Bachelor's degree in finance or a related field and a minimum of six years of financial services industry experience preferred, or an equivalent combination of experience, education, and training.
Existing knowledge of strategies and products offered on the insurance solutions annuity platform.
SIE required unless an exemption or grandfathering applies.
Series 7 required.
Life and Variable Annuities License required.
Advanced knowledge of investment products and the ability to lead associates who educate financial advisors on multiple products within the Private Client Group.
Knowledge of packaged insurance, annuity, and investment products and securities markets.
Knowledge of product development and management in a financial services or broker-dealer environment.
Knowledge of banking and finance principles and securities industry operations, including finance, accounting, budgeting, and cost control procedures.
Advanced knowledge of investment concepts and applicable legislation, compliance standards, policies, and procedures in the assigned business area.
Knowledge of the firm's operational infrastructure and how investment products function within it.
Knowledge of Microsoft Office applications, particularly Excel, and Morningstar Direct.
Ability to organize, manage, and track multiple detailed tasks and assignments amid changing priorities in a fast-paced environment.
Strong industry knowledge, critical thinking, verbal and written communication, collaboration, and leadership skills.
Ability to build and maintain effective working relationships across organizational levels and with external parties.
Ability to solve problems, analyze business processes, identify process improvements, and work with limited supervisory guidance.
Ability to implement strategies and tactical plans across organizational lines and gather, compile, and analyze information and data.
Ability to demonstrate ethical conduct and represent the company professionally.
Ability to establish priorities, multitask, take initiative, adapt to and lead change, work independently and in teams, and meet deadlines.
Ability to influence, motivate, and persuade others; promote team cohesion; and lead others in delivering a high level of customer service.
Ability to train, coach, mentor, plan, assign, monitor, review, and evaluate the work of others and lead high-performance teams.
Ability to facilitate meetings, partner across functional areas, balance competing resource and priority demands, and communicate effectively with all organizational levels.
Six to ten years of general work experience and three to six years of manager experience are listed.

Nice To Haves

Bachelor's degree in finance or a related field and at least six years of financial services industry experience are preferred.

Responsibilities

Lead internal product support teams responsible for educating advisors and clients, maintaining a team culture focused on balanced education and high-quality advisor service.
Assist the Director, Internal Institutional Annuity Distribution in managing the Internal Annuity Consultant team.
Communicate product knowledge and expertise to other teams, including operations and product support, as well as directly to financial advisors.
Represent Insurance Solutions at recruiting home office visits and invitation-only client visits.
Help advisors educate clients about the benefits and risks of complex investment products, including product-specific education and client-case support.
Coach and mentor staff, evaluate performance, identify performance issues, approve recommendations for remedial action, and interview and select staff.
Proactively contact financial advisors about products and services on the Raymond James insurance solutions annuity platform, including following up on portfolio reviews, client case designs, event attendees, and advisors new to Raymond James.
Work with Insurance Solutions product managers and research associates on analysis and recommendations related to existing insurance and annuity products.
Coordinate with functional teams to provide packaged product investment solutions and participate in marketing, product development, and service initiatives.
Represent the Raymond James platform in meetings with advisors, clients, and product partners to educate them and share industry best practices.
Identify, research, and resolve complex issues involving product sales, servicing, and business planning through contact with internal and external customers.
Perform other duties and responsibilities as assigned.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Potential additional compensation, such as cash or equity, discretionary bonuses, or commissions