Relationship Manager – Strategic Partnerships

Raymond James

About The Position

Under general direction and with a high level of autonomy, the Relationship Manager – Strategic Partnerships is responsible for the day to day management and execution of the firm’s strategic recruiting partner strategy. This role uses extensive industry knowledge, relationship building skills, and marketing execution capabilities to enhance Raymond James’ presence with external recruiting partners, increase lead flow, and identify new partnership opportunities. The individual in this role implements marketing strategies, manages and enhances the contact management system to maintain consistent communication with strategic partners, and acts as one of Raymond James’ primary external representatives to the recruiting partner community. Daily outbound communication is required to share the Raymond James value proposition, answer platform related questions, and solicit feedback. The position requires demonstrated ability to champion change, influence across differing perspectives, navigate conflict effectively, and represent the firm in a consistent, professional, and highly productive manner. Travel averages 30% annually, with expectations to work in St. Petersburg month and seasonal spikes in travel throughout the year.

Requirements

Advanced concepts, practices and procedures of business development in a financial services environment.
Investment concepts, practices and procedures used in the securities industry.
Principles of finance and securities industry operations.
Financial markets and products.
Securities rules and regulations in order to conduct proper due diligence analysis
Managing complex relationships.
Deliver engaging and inspiring messages.
Developing business development and/or practice acquisitions strategies.
Negotiating with an understanding of economic impact and working towards resolution
Maintaining and expanding referral sources.
Gathering and interpreting information and data.
Initiating sales calls and responding to inquiries, turning them into increased referral flow, quantity and quality
Establishing and maintaining databases.
Preparing and delivering clear, effective, and professional presentations.
Effective questioning and listening techniques.
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Plan, assign, monitor, review, evaluate and supervise the partnership strategy.
Identify needs and opportunities for firm’s strategic recruiting partners
Participate in professional organizations and activities to expand network of business contacts.
Maintain currency in investment advisor and/or financial planner services and products.
Partner with other functional areas to accomplish objectives, specifically recruiting stakeholders across all affiliation options
Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies.
Gather information, identify linkages and trends and apply findings to operations and contact management system
Research, interpret, analyze and apply information about recruiting trends.
Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
Incite enthusiasm and influence, motivate and persuade others to share the firm’s value proposition
Work independently as well as collaboratively within a team environment.
Bachelor’s Degree from four year college or university and a minimum of three (3) to five (5) years experience in Business Development or Sales or Sales Management, including experience recruiting financial advisors in a financial services environment or other applicable relationship management OR ~ An equivalent combination of experience, education, and/or training approved by Human Resources.

Nice To Haves

SIE and/or Series 7/66 preferred but not required

Responsibilities

Manages day‑to‑day execution of the firm’s strategic recruiting partner program.
Conducts daily outbound calls to external recruiting partners to share the Raymond James value proposition, address questions, gather feedback, and reinforce partnership engagement.
Strengthens and maintains the firm’s contact management system to enable consistent, high‑quality communication and ongoing touchpoints with all strategic partners including milestones
Identifies new partnership opportunities and evaluates suitability
Builds strong relationships with internal stakeholders—including PCG Recruiting, Marketing, Leadership
Implements marketing strategies and campaigns to increase partner engagement and enhance the firm’s external industry perception.
Collaborates with Marketing to ensure collateral, messaging, and outreach are updated, consistent, and effectively delivered across channels.
Tracks partner engagement and campaign effectiveness, recommend enhancements as needed.
Maintains a working understanding of industry trends, competitor solutions, affiliation options, and advisor needs.
Stays ahead of industry trends, disruptions and recruiting opportunities
Champions change by collaborating across teams, overcoming resistance through influence, and driving momentum toward improved processes and outcomes.
Demonstrates creative conflict‑resolution skills, navigating differing perspectives with professionalism and diplomacy.
Represents Raymond James at conferences and partner events in a confident, consistent, and polished manner.
Supports Inbound Consulting team, able to influence without direct leadership of the team
Uses CRM and reporting tools to track partner interactions, trends, lead flow, and opportunities.
Gathers, analyzes, and shares partner insights to help refine strategy and operational effectiveness.
Organizes, prioritizes, and manages multiple tasks in a fast‑paced environment with shifting demands.