Job Description Summary

Provide insights, make recommendations, create awareness and educate financial advisors or (external clients) on the various products and services offered on financial product solutions. May have more in-depth product offerings and support marketing efforts. Interactions extend beyond phone and may include in-person client interactions to support product research, analysis and sales.

Job Description

Responsibilities:

• Take responsibility for all aspects of a life cycle of a group of products, including long- and short-term development and marketing. Stay abreast of trends in the marketplace to ensure the products' competitive position.
• Identify and manage stakeholders up to and including management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
• Manage a medium-sized financial product development or specialist team and/or manage the definition, development, and delivery of significant financial products, ensuring alignment with customer requirements.
• Manage key client and customer relationships. Likely to involve using account teams to maintain customer satisfaction and loyalty.
• Lead development of new innovations or support business units and teams in new product and service initiatives, acting as a methodology expert and facilitator for the most-critical innovation teams across the company.
• Act as a business partner to key internal customers and manage relationships with them. Likely to involve using support teams to ensure customer satisfaction.

Skills:

• Oversee and manage all stages of a product's lifecycle, from ideation to retirement, ensuring efficient processes, timely delivery, and adherence to quality standards.
• Identify, acquire, and manage the resources (physical and human) for the project.
• Communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs.
• Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing

Work Experience

General Experience - More than 15 years

Certifications

Travel

Up to 50%

Workstyle

Hybrid

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.