About the role
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: FinanceWork Experience
General Experience - 3 to 6 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel
Less than 25%Workstyle
HybridThe 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.
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