Manager, Annuity Product Specialist Team
Raymond James, Inc.
- # Manager, Annuity Product Specialist TeamApply: FL - Saint Petersburg - 880 Carillon Pkwy Tower 4: Full time: Posted Today: R-0013732**Job Description Summary**Manage a team of product specialists to define and/or adapt financial product offers to meet the needs of a market segment or customer.**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. Requirement to acquire and maintain the product & strategy knowledge needed to appropriately inform advisors and clients on the various products and services available on the insurance solutions platform, including but not limited to domestic and offshore fixed, index, RILA and variable annuities. Participate in various product related initiatives across Global Wealth Solutions including marketing, product development, and service initiatives. Represent the Raymond James platform in meetings with advisors, clients, and product partners in order to educate and share industry best practice on usage of various products. Extensive contact with internal (i.e., financial advisors, other team members, senior leadership, etc.) and external (i.e., product sponsors, industry peers, etc.) customers is required to identify, research, and resolve complex problems in selling or servicing products and business planning.**Essential Duties and 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.**Knowledge, Skills, and Abilities** **Knowledge of*** 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.**Skill in*** 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.**Ability to*** 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.**Education/Previous Experience*** 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 platformOR* Any equivalent combination of experience, education, and/or training.**Licenses/Certifications*** SIE required provided that an exemption or grandfathering cannot be applied.* Series 7 required* Life & Variable Annuities License required**Education**Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Economics, Bachelor’s - Completed: Finance**Work Experience**General Experience - 6 to 10 years, Manager Experience - 3 to 6 years**Certifications**s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**HybridThe 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. This 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. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.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 firmAt 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.
- J-18808-Ljbffr Raymond James, Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Manager, Annuity Product Specialist Team in Tallahassee, FL vacancy
- Raymond James seeks a Manager of the Annuity Product Specialist Team in Saint Petersburg, FL. This leadership role oversees the education and deployment of packaged investment solutions, including domestic and offshore fixed, index, RILA and variable annuities, across...Suggested
$160k - $200k
O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset... ...wealth creation. Our talented, global teams bring expertise that is both broad and... ....HOW YOU WILL ADD VALUEAs a Senior Product Specialist - Retail Channel (Canvas) you will be responsible...SuggestedLocal areaFranklin Templeton
Tallahassee, FL3 days ago$100k
...Join the Audi Stuart Team as a Product Specialist Location: Audi Stuart | Part of the Murgado Automotive Group Position Overview: Audi Stuart... ...competitor offerings. Collaborate with finance, service, and management teams for a seamless transaction. Maintain a polished,...SuggestedFlexible hoursAfternoon shiftMurgado Automotive Group
Tallahassee, FL1 day ago- ...empowered to deliver meaningful impact. Our teams work on challenging, often high-... ...the Department’s change and configuration management system Prepare and submit end-user documentation... ...Electronic Health Record (EHR) product Five (5) years of documented experience...SuggestedFor contractorsWork at officeFlexible hours
Capital Technology Alliance
Tallahassee, FL1 day ago $25 - $36 per hour
...Product Marketing Specialist – APIs Pay: $25–36/hour Duration: 5-month contract (initially) Location:... ...Sales, Customer Success, and Marketing teams to drive awareness, adoption, and integration... ...executive audiences. Strong project management skills with the ability to manage...SuggestedContract workRemote workThe Fountain Group
Tallahassee, FL4 days ago- ...superior customer service. We provide our team members with the opportunity to reach... ...a job - it is a career with purpose. Product Specialist -Computers Summary To pleasantly greet... ...specific competitors as required by store management. Take physical inventories as required...Contract work
- Brunswick in Stuart, FL is seeking a Product Expert who will bridge product development, sales... ...product knowledge, supporting the sales team, and influencing strategic decisions... ...skills, and experience with CRM and product management tools; travel is up to 40%. #J-18808-...
- ...DOT - Safety Sensitive Position SUMMARY: As part of a leading global aerospace distributor, this position is part of a Product Line Management team responsible for assisting with the successful management of product lines. Product line management includes developing manufacturing...Contract workTemporary workWork experience placementWork at officeShift work
- ...alternative application process. Senior Product Strategy Specialist - Certifications Salary Full-Time... ...organizations around the world. Join a team committed to integrity, accountability... ...writer and editor and is comfortable managing both planned and time-sensitive communications...Full timeWork at officeLocal areaWorldwide
- CSAA Insurance Group (CSAA IG) is seeking a State Product Associate for remote work across the United States. You will serve as the primary... ..., navigate local regulatory landscapes, and collaborate with teams to deliver compliant products in local markets. The role emphasizes...Remote jobLocal area
$16.5 - $18.5 per hour
...manufacturer is seeking a part-time Performance Fitter in New York to join their team. This role involves conducting product fitting days, ensuring excellent customer experiences, and managing event displays. Candidates should possess golf knowledge and strong...Hourly payPart timeWeekend work$123.9k - $154.88k
...Overview The Manager of Product Delivery is responsible for leading the execution of the product roadmap, ensuring the timely and successful... ...regulated healthcare environment. This role leads and develops a team of Product Owners, oversees backlog management and delivery...Shift workAssistRx
Tallahassee, FL5 days ago- Product Specialist -Computers Summary: To pleasantly greet the general public, offer proper information... ...competitors as required by store management. Take physical inventories as required... ...nature and level of work performed by team members assigned to this classification...Contract work
- Job Title: Technical Product Support Specialist Location: Tallahassee, FL - Onsite Contractor Qualifications... ...on an agile software development team. Five years of documented customer... ...'s change and configuration management system. Prepare and submit end user...For contractorsWork at office
- Advantage Solutions is seeking a part-time Product Demonstrator for Costco in Lantana, FL to engage customers and bring brands to life through... ..., stand for long periods, and collaborate effectively with the team to deliver a welcoming shopping experience. #J-18808-Ljbffr...Part timeShift work
- DS Product Designer SpecialistDescription -At HP, innovation springs from a team of individuals each collaborating and contributing their own perspectives, knowledge, and... ....You will work closely with Product Management, Engineering, Data Science, and Research teams...Full timeTemporary workLocal areaFlexible hoursShift work
Juniper Networks
Tallahassee, FL1 hour ago $68.2k - $116k
...assigned territory, providing support on product-related technical, quality, and regulatory... ...training. Working closely with senior team members, the incumbent collaborates with... ...business objectives. Provide sales and account management team with technical representation during...Hourly payTemporary workWork experience placementRemote workMonday to FridayFlexible hours- ...for assisting customers within an assigned territory, addressing product, quality, and regulatory questions, and supporting product... ...works with Quality, Regulatory, R&D, Manufacturing, NA Marketing teams to ensure customer satisfaction and drive business growth. Responsibilities...Remote job
- Job Description SummaryAs the Product Sales Specialist for Cardiovascular Ultrasound (CVUS), you will be responsible for selling GE Healthcare CVUS... ...satisfy customer needs.Working closely with the Ultrasound team and greater Account Community.Required Qualifications:...Live inImmediate startVisa sponsorshipWork visaRelocation package
GE Healthcare
Tallahassee, FL1 day ago - ...directly when formal applications become available. About Product Management Roles at Danaher Are you excited by the challenge of shaping... ...Management Intern at Danaher, you’ll join a collaborative team working across R&D, marketing, and sales to bring cutting-edge...Remote jobInternshipWorldwide
Danaher
Tallahassee, FL5 days ago $15 per hour
...development of stylish, high-quality products at a great value. From our... ..., better known as a “Product Specialist,” at Skechers, you’re not... ...a job—you’re joining a team where growth, customer connections... ...displays, restocking shelves, and managing merchandise. This role...Local areaFlexible hoursShift workWeekend workAfternoon shift- Join Skechers as a Sales Associate (Product Specialist) at Sawgrass Mills Mall, where growth, customer connections, fashion, and comfort drive our team. This entry-level retail role emphasizes delivering exceptional service, engaging with customers, and supporting store...Flexible hours
- ...Manager, Product Marketing Location: Remote | Full-Time RethinkFirst is seeking a strategic, hands-on Manager, Product Marketing to lead and develop a team while directly owning product marketing for key lines of business. This role translates customer, market, product...Full timeLocal areaRemote work
Rethink First
Tallahassee, FL2 days ago - ...Responsibilities: Assist in defining product requirements, objectives, and key results... ...with the Founder/CEO, Engineering & Design team (ex-Google/Apple/Facebook/Microsoft) to... ...Minimum 2-3 years of experience in product management (or related role) Bachelor's degree in...Full time
Cheez
Tallahassee, FL1 day ago $123k - $215.25k
...HybridCareer Area: ProductCompany: American ExpressDescriptionAs Senior Product Manager for Developer AI Tools, you will own the portfolio of AI... ...logging.Work with the Agentic SDLC controls and governance team so that AI-generated code flows through the same review,...Work at officeAmerican Express
Tallahassee, FL3 days ago- ...phase of expansion. This isn't a role for someone who simply manages agencies, oversees teams or analyses performance. We're looking for someone who... ..., CRO and customer retention. Optimise landing pages, product pages, checkout journeys and the wider eCommerce experience...Remote workRelocation
LT Talent
Tallahassee, FL2 days ago - ...Be a Great Fit as a Business Development Manager at Terrence James Insurance Agency If: You... ...career, help others, and be part of a team that strives to do good every day, you’ll... ...lead follow-up and scheduling. Communicate product information and help customers review available...Work at officeLocal area
- Skechers is hiring a Sales Associate (Product Specialist) in our retail network. You’ll engage customers, provide personalized advice on footwear, and help shoppers find the perfect fit, delivering outstanding service every time. This entry-level role offers on-the-job...Flexible hours
- The Aaron’s Company, Inc. is seeking a Product Specialist - Computers to greet customers, explain products and services, and help them choose the right solution with confidence. You will maintain strong product knowledge, present extended service contracts, keep displays...
- ...strategic thinker with a proven track record of managing diverse capture efforts in both Federal... ...with internal stakeholders, teaming partners, and government customers. Oversee... ...operates companies that have synergistic products and services portfolios, including but not...Contract workTemporary workLocal areaRemote work
Mass Markets
Tallahassee, FL1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Annuity Product Specialist Team. Be the first to apply!
Related searches
- hvac product manager Tallahassee, FL
- product offering manager Tallahassee, FL
- intern product manager summer Tallahassee, FL
- platform product manager Tallahassee, FL
- senior director product management Tallahassee, FL
- global product manager Tallahassee, FL
- product manager lighting Tallahassee, FL
- senior global product manager Tallahassee, FL
- product manager banking Tallahassee, FL
- director global product management Tallahassee, FL