Product Partner Relationship Manager

Job Description
Raymond James is seeking a Product Partner Relationship Manager to strengthen strategic relationships with leading investment product partners, including mutual funds, ETFs, annuities, 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.

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.

Qualifications

Education: Bachelor’s degree or equivalent experience in a related discipline.

Experience: Minimum of three (3) years in financial services, ideally with exposure to financial advisor needs, investment products, relationship management, business development, product management, sales support or partner engagement.

Licenses/Certifications: SIE required; Series 7 or ability to obtain within 6 months.

Skills: Building trusted relationships with senior stakeholders, communicating clearly through presentations and written updates, negotiating and resolving issues, organizing complex work, using data and reporting to support partner conversations, and using standard office technology.

Knowledge: Investment products, financial markets and the securities industry; financial advisor business models and profitability drivers; regulatory, compliance and risk considerations; marketing, branding, adult learning concepts and effective communication practices for professional audiences.

Abilities: Demonstrate strong ethics, discretion and confidentiality; represent Raymond James in a polished, professional manner; work independently and take initiative; collaborate across functions and influence without direct authority; prioritize competing demands and deliver high‑quality work under deadline pressure; stay current on industry developments, product partner activity and internal business priorities.

Travel: Less than 25%.

Workstyle: Hybrid.

Compensation & Benefits
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; 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.

Equal Opportunity Employment
The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.

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