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 business planning initiatives for financial advisors.
Domain
Financial Services / Asset Management
Deliverable
product features
Required skills
Relationship management, compliance review, event coordination, financial modeling and negotiation, business planning, data reporting
Preferred skills
Investment product knowledge, financial advisor business models, adult learning concepts, marketing and branding
Technologies
Office productivity software, reporting tools, 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 partners.
Seniority
Mid-level, hands-on IC