Raymond James · 13 hours ago
Manager, Annuity Product Specialist Team
FL - Saint Petersburg - 880 Carillon Pkwy Tower 4
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 managing a team to adapt financial product offers, coordinating with functional teams, and educating clients and advisors about various investment solutions.
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
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
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