Product Partner Relationship Manager

About the role

The Product Partner Relationship Manager will serve as a key connection point between Raymond James leadership, internal teams, and financial advisors, focusing on strategic relationships with leading investment product partners.

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.

Requirements

• 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.

Skills

• 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.

Benefits

Includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. 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.

Pay

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.

Schedule

The 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.