Product Partner Relationship Manager

Raymond James•Saint Petersburg, FL

10d•Hybrid

About The Position

Raymond James is seeking a Product Partner Relationship Manager to strengthen strategic relationships with investment product partners, including mutual fund, ETF, annuity and other asset management firms. The role connects external partners with Raymond James leadership, internal education and compliance teams, and financial advisors. The successful candidate aligns partner capabilities with advisor education needs, manages events and initiatives, supports business planning, and represents Raymond James with professionalism, judgment and integrity. The position manages assigned product partner relationships; coordinates partner-supported education programs and partner participation in conferences, educational venues, headquarters visits and other strategic events; and communicates participation criteria, priorities and expectations. It also includes reviewing educational materials and coordinating compliance review, representing the firm at meetings and events, providing reporting and insights, and analyzing, modeling and negotiating financial arrangements. The manager handles multiple priorities and partner requests, using sound judgment and escalating matters when appropriate. The position requires a bachelor’s degree or equivalent experience in a related discipline. A minimum of three years of financial services experience is preferred, ideally with exposure to financial advisor needs, investment products, relationship management, business development, product management, sales support or partner engagement. The SIE is required unless an exemption or grandfathering applies; Series 7 is required or must be obtained within six months. Travel is less than 25%, and the workstyle is hybrid.

Requirements

Bachelor’s degree or equivalent experience in a related discipline.
Minimum of three years of financial services experience preferred; relevant exposure may include financial advisor needs, investment products, relationship management, business development, product management, sales support or partner engagement.
SIE required unless an exemption or grandfathering applies.
Series 7 or ability to obtain it within six months.
Knowledge of investment products, financial markets and the securities industry, including mutual funds, ETFs and annuities.
Knowledge of financial advisor business models, profitability drivers and the role of product education in supporting advisor practices.
Knowledge of regulatory, compliance and risk considerations related to product partner engagement, educational materials and event participation.
Knowledge of marketing, branding, adult learning concepts and effective communication practices for professional audiences.
Ability to build trusted relationships with senior internal stakeholders, financial advisors and external product partner firms.
Ability to communicate clearly through presentations, written updates, meetings and partner-facing discussions.
Ability to negotiate, resolve issues and balance business priorities with sound judgment and professionalism.
Ability to organize complex work, manage deadlines and track multiple projects in a fast-paced environment.
Ability to use data, reporting and business insights to support partner conversations and decision-making.
Ability to use standard office technology and software to prepare correspondence, reports, presentations, spreadsheets and electronic communications.
Demonstrate strong ethics, discretion and confidentiality in internal and external interactions.
Represent Raymond James in a polished, professional and advisor-focused manner.
Work independently, take initiative and make thoughtful decisions with limited supervisory guidance.
Collaborate across functions, influence without direct authority and adapt to changing priorities.
Prioritize competing demands, follow through on commitments and deliver high-quality work under deadline pressure.
Stay current on industry developments, product partner activity and internal business priorities.
Any equivalent combination of experience, education and/or training approved by Human Resources may be considered.

Nice To Haves

Financial services experience involving financial advisor needs, investment products, relationship management, business development, product management, sales support or partner engagement.

Responsibilities

Serve as the primary relationship manager for assigned product partner firms, fostering productive, professional and compliant engagement.
Partner with internal education, product, sales management, compliance and home office teams to identify advisor education needs and deliver relevant partner-supported programs.
Plan, coordinate and support partner participation in conferences, educational venues, headquarters visits and other strategic events.
Communicate event criteria, business priorities, expectations and participation opportunities to product partners and internal stakeholders.
Review partner educational materials and coordinate required compliance review before materials are made available to financial advisors.
Represent Raymond James at partner meetings, industry events and internal forums, reinforcing the firm’s advisor-first and client-first culture.
Provide reporting, insights and follow-up to product partners and internal teams to support relationship management and business planning.
Analyze, model and negotiate financial arrangements with product partner firms.
Manage multiple priorities, projects and partner requests with sound judgment, attention to detail and appropriate escalation.
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
Additional compensation may include cash or equity, discretionary bonuses, or commissions