Raymond James · 12 hours ago
Manager, Annuity Product Specialist Team
St. Petersburg, FL
Full-time
Hybrid
Mid, Senior Level
6+ years expRaymond James is a financial services firm seeking a Manager for their Annuity Product Specialist Team. This role involves leading a team to define financial product offers, educate clients and advisors, and manage product-related initiatives while ensuring a client-first approach and best-in-class service.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Demonstrates a commitment to creating an environment in which the investment solutions platform is managed in a manner consistent with the firm's core values - namely putting the interests of clients first
Leads the internal product support teams responsible for educating advisors and clients, and maintains a team culture focusing on balanced education and best in class advisor service
Assists the Director, Internal Institutional Annuity Distribution in the management of the Internal Annuity Consultant team
Transfers product knowledge and expertise by communicating with and educating other teams (e.g., operations and product support) in addition to direct financial advisor communication
Represents Insurance Solutions in recruiting "home office visits" and client "by invitation only” visits
Assists advisors in educating clients on the benefits and risks associated with complex investment products including product specific education and support on client cases
Performs human resource management activities, including coaching and mentoring staff; evaluating performance; identifying performance problems and approving recommendations for remedial action; as well as interviewing and selecting staff
Meet specific objectives related to proactively contacting financial advisors to discuss the products and services available on the Raymond James insurance solutions annuity platform; proactive efforts will also include, among other items, following up with advisors regarding portfolio reviews and client case designs, as well as advisors that have attended a Raymond James event or are new to Raymond James
Works closely with Insurance Solutions product managers and research associates on analysis and recommendations related to existing insurance and annuity products
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's degree in finance or a related field and a minimum of six (6) years' experience in the financial services industry preferred
Existing knowledge on the strategies and products offered on the insurance solutions annuity platform
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Life & Variable Annuities License required
General Experience - 6 to 10 years
Manager Experience - 3 to 6 years
Advanced knowledge required to appropriately lead associates that educate financial advisors on multiple investment products within the Private Client Group
Packaged insurance, annuity and investment products and securities markets in general
Concepts, practices, and procedures of product development and management in a financial services/broker-dealer environment
Principles of banking and finance and securities industry operations including finance, accounting, budgeting, and cost control procedures
Advanced investment concepts, practices, and procedures used in the securities industry regarding applicable legislation, compliance standards, policies and procedures within assigned business area
Advanced operational infrastructure of firm, including how Investment Products function within the existing infrastructure
MS Office applications, particularly Excel
Morningstar Direct
Organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Industry knowledge, critical thinking, excellent verbal and written communication skills, collaborative spirit, and leadership by words, and more importantly, actions
Cultivating and maintaining effective working relationships at all levels of the organization
Critical thinking and problem solving with limited supervisory guidance
Implementing strategies and tactical plans across organizational lines
Gathering and compiling information and data
Basic database and technology concepts
Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
Analyzing business processes and identifying process improvement opportunities
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Demonstrate uncompromising adherence to ethical principles
Represent the company in a highly professional manner
Establish clear directions and priorities
Multi-task, work in teams, self-motivate/take initiative, innovate, work independently, adapt, accept and lead change, meet deadlines
Develop and maintain effective working relationships with team members, internal partners, and external parties
Incite enthusiasm and influence, motivate, and persuade others to achieve desired outcomes
Promote team cohesiveness, cooperation, and effectiveness
Lead others in providing a high level of customer service
Train, coach, mentor, and lead the work of others
Plan, assign, monitor, review, and evaluate the work of others and lead high performance teams
Consistently evaluate and lead others in acting on areas of potential improvement
Facilitate meetings, ensuring that all viewpoints, ideas, and problems are addressed
Partner with other functional areas to accomplish objectives
Gather information, identify linkages and trends, and apply findings to assignments
Balance conflicting resource and priority demands
Demonstrate a level of competence with well-respected industry partners
Organize, prioritize, and manage tasks and projects to complete work efficiently
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals
Assimilate and prioritize strategies into operational guidelines
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase