Product Partner Relationship Manager
Core
Manage strategic relationships with investment product partners (mutual funds, ETFs, annuities) to align their capabilities with financial advisor education needs and support business planning.
Role type
Product Partner Relationship Manager
Builds
Partner-supported educational programs, strategic events, and compliant business arrangements for financial advisors
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
relationship management, financial product knowledge, compliance review, event coordination, negotiation, data analysis, project management
Preferred skills
financial services experience, business development, sales support
Technologies
standard office technology, spreadsheets, presentation software
Responsibilities
Serve as primary relationship manager for assigned product partner firms; Partner with internal teams to identify advisor education needs and deliver programs; Plan and coordinate partner participation in conferences and strategic events; Review partner educational materials for compliance; Represent the firm at partner meetings and industry events; Analyze, model, and negotiate financial arrangements with product partners
Seniority
Mid-level, hands-on IC