Strategic Product Partnerships Manager

Raymond James

Florida

Hybrid

USD 90,000 - 150,000

Full time

9 days ago

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Benefits offered by this job

Medical, dental, and vision insurance
Life insurance
Disability benefits
Retirement savings plan
Paid time off

Job summary

Raymond James in Saint Petersburg, Florida, seeks a Product Partner Relationship Manager to strengthen strategic relationships with investment product partners and to align partner capabilities with advisor education needs. You will manage high-visibility events, collaborate with internal teams, and represent the firm with integrity.

The role requires strong relationship skills, knowledge of investment products, and the ability to navigate compliance considerations in a fast-paced environment.

Qualifications

  • 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.
  • 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

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.

Skills

Relationship building
Presentation skills
Negotiation
Communication
Project management
Analytics
Office tools

Education

Bachelor’s degree or equivalent experience

Job description

Raymond James in Saint Petersburg, Florida, seeks a Product Partner Relationship Manager to strengthen strategic relationships with investment product partners and to align partner capabilities with advisor education needs. You will manage high-visibility events, collaborate with internal teams, and represent the firm with integrity.

The role requires strong relationship skills, knowledge of investment products, and the ability to navigate compliance considerations in a fast-paced environment.

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