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Manager, Annuity Product Specialist Team

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Raymond James

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Location:
United States , Saint Petersburg

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This role leads the annuity product specialist team and coordinates with other functional teams in an effort to provide clients with a platform of packaged product investment solutions.

Job Responsibility:

  • Manage a team of product specialists to define and/or adapt financial product offers to meet the needs of a market segment or customer
  • Lead the annuity product specialist team and coordinate with other functional teams to provide clients with a platform of packaged product investment solutions
  • Acquire and maintain product & strategy knowledge to inform advisors and clients on products and services
  • Participate in various product related initiatives including marketing, product development, and service initiatives
  • Represent the Raymond James platform in meetings with advisors, clients, and product partners
  • Demonstrate a commitment to creating an environment consistent with the firm's core values
  • Lead the internal product support teams responsible for educating advisors and clients
  • Assist the Director, Internal Institutional Annuity Distribution in the management of the Internal Annuity Consultant team
  • Transfer product knowledge and expertise by communicating with and educating other teams
  • Represent Insurance Solutions in recruiting "home office visits" and client visits
  • Assist advisors in educating clients on the benefits and risks associated with complex investment products
  • Perform human resource management activities, including coaching and mentoring staff
  • Meet specific objectives related to proactively contacting financial advisors
  • Work closely with Insurance Solutions product managers and research associates on analysis and recommendations
  • Perform other duties and responsibilities as assigned

Requirements:

  • Bachelor's degree in finance or a related field
  • Minimum of six (6) years' experience in the financial services industry
  • Existing knowledge on the strategies and products offered on the insurance solutions annuity platform
  • SIE required
  • Series 7 required
  • Life & Variable Annuities License required
  • Advanced knowledge to lead associates that educate financial advisors on multiple investment products
  • Knowledge of packaged insurance, annuity and investment products and securities markets
  • Knowledge of concepts, practices, and procedures of product development and management in a financial services/broker-dealer environment
  • Knowledge of principles of banking and finance and securities industry operations
  • Knowledge of advanced investment concepts, practices, and procedures used in the securities industry
  • Knowledge of advanced operational infrastructure of firm
  • Knowledge of MS Office applications, particularly Excel
  • Knowledge of Morningstar Direct
  • Skill in organizing, managing and tracking multiple detailed tasks and assignments
  • Skill in industry knowledge, critical thinking, excellent verbal and written communication skills
  • Skill in cultivating and maintaining effective working relationships
  • Skill in critical thinking and problem solving
  • Skill in implementing strategies and tactical plans
  • Skill in gathering and compiling information and data
  • Skill in basic database and technology concepts
  • Skill in problem solving
  • Skill in analyzing business processes
  • Skill in operating standard office equipment
  • Ability to demonstrate uncompromising adherence to ethical principles
  • Ability to represent the company in a highly professional manner
  • Ability to establish clear directions and priorities
  • Ability to multi-task, work in teams, self-motivate/take initiative, innovate, work independently, adapt, accept and lead change, meet deadlines
  • Ability to develop and maintain effective working relationships
  • Ability to incite enthusiasm and influence, motivate, and persuade others
  • Ability to promote team cohesiveness, cooperation, and effectiveness
  • Ability to lead others in providing a high level of customer service
  • Ability to train, coach, mentor, and lead the work of others
  • Ability to plan, assign, monitor, review, and evaluate the work of others
  • Ability to consistently evaluate and lead others in acting on areas of potential improvement
  • Ability to facilitate meetings
  • Ability to partner with other functional areas to accomplish objectives
  • Ability to gather information, identify linkages and trends, and apply findings
  • Ability to balance conflicting resource and priority demands
  • Ability to demonstrate a level of competence with well-respected industry partners
  • Ability to organize, prioritize, and manage tasks and projects
  • Ability to use appropriate interpersonal styles and communicate effectively and professionally
  • Ability to assimilate and prioritize strategies into operational guidelines

Additional Information:

Job Posted:
March 11, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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