Product Partner Relationship Manager

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Retirement savings plan

Job summary

Raymond James is seeking a Product Partner Relationship Manager to strengthen strategic relationships with investment product partners, including mutual funds, ETFs, annuities, and other asset managers. You will serve as a key connection between external partners, Raymond James leadership, and advisor education teams.

You will plan and coordinate partner participation in conferences and events, analyze partner educational materials for compliance, and provide insights to support business

Qualifications

• Bachelor’s degree required with preferred financial services exposure.
• SIE certification required; Series 7 within 6 months or ability to obtain.

Responsibilities

• Serve as primary relationship manager for assigned product partner firms and coordinate engagement with internal teams.
• Plan and support partner participation in Raymond James conferences, educational venues and visits.
• Review partner materials for compliance and ensure alignment with advisor education needs and firm policy.

Skills

Relationship management

Event planning

Partnership management

Financial products knowledge

Communication

Education

Bachelor’s degree

SIE certification

Series 7 within 6 months

Job description

Job Description Summary Job Description Raymond James is seeking a Product Partner Relationship Manager to strengthen strategic relationships with leading investment product partners, including mutual fund, ETF, annuity and other asset management firms. This role serves as a key connection point between external partners, Raymond James leadership, internal education and compliance teams, and financial advisors. The successful candidate will help align partner capabilities with advisor education needs, manage high-visibility events and initiatives, support thoughtful business planning, and represent Raymond James with professionalism, judgment and integrity.

Essential Duties and Responsibilities

Serve as a primary relationship manager for assigned product partner firms, fostering productive, professional and compliant engagement with Raymond James. 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 Raymond James conferences, educational venues, headquarters visits and other strategic events. Communicate event criteria, business priorities, expectations and participation opportunities clearly 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 while reinforcing the firm’s advisor-first and client-first culture. Provide reporting, insights and follow-up to product partners and internal teams to support effective 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, strong attention to detail and appropriate escalation when needed. Perform other duties and responsibilities as assigned.

Knowledge of Investment products, financial markets and the securities industry, including mutual funds, ETFs, annuities and related advisor education needs. Financial advisor business models, profitability drivers and the role of product education in supporting advisor practices. Regulatory, compliance and risk considerations related to product partner engagement, educational materials and event participation. Marketing, branding, adult learning concepts and effective communication practices for professional audiences. Skill in Building trusted relationships with senior internal stakeholders, financial advisors and external product partner firms. Communicating clearly through presentations, written updates, meetings and partner-facing discussions. Negotiating, resolving issues and balancing business priorities with sound judgment and professionalism. Organizing complex work, managing deadlines and tracking multiple projects in a fast-paced environment. Using data, reporting and business insights to support partner conversations and decision-making. Using standard office technology and software to prepare correspondence, reports, presentations, spreadsheets and electronic communications.

Ability to Demonstrate strong ethics, discretion and confidentiality in all 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.

Education / Previous Experience

Bachelor’s degree or equivalent experience in a related discipline. Minimum of three (3) years of financial services experience preferred, ideally with exposure to financial advisor needs, investment products, relationship management, business development, product management, sales support or partner engagement. Any equivalent combination of experience, education and/or training approved by Human Resources may be considered.

Licenses / Certifications

SIE required provided that an exemption or grandfathering cannot be applied Series 7 or ability to obtain within 6 months.

Education

Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-JM1

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.