What are the responsibilities and job description for the Partner Relations Analyst position at Raymond James Financial, Inc.?
Partner Relations Analyst-2401090
Description
Job Summary
Under administrative direction, uses extensive knowledge and skills obtained through education, training and experience to ensure contracts for our various product partners (i.e. mutual funds, ETFs, annuities and insurance, etc.) are executed and updated for optimum quality, performance and delivery date. This position will work within the Investment Solutions group within Global Wealth Solutions and will administer all contracts, provide appropriate internal and external reporting for Mutual Funds, and ensure risk to the firm is minimized and contracts contain business acceptable terms and conditions prior to the organization’s commitment.
Essential Duties and Responsibilities
- Performs detailed analysis of all economic and selling contracts of various product partners.
- As a contract professional, gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies of assigned products.
- Interfaces with multiple departments within the firm, namely Operations, to launch new funds, place certain restrictions on existing funds, and ensure that appropriate disclosures are in place.
- Documents results of negotiations and maintains all historical information and finalized (signed) copies of contracts.
- Interacts with financial advisors to discuss fund availability and preferred share classes.
- Make decisions related to contract terms based on economic and non-economic factors.
- Execute fulfilling product partner, departmental and financial advisor reporting requests.
- Ensures all contracts meet company standards and financial industry regulations.
- Maintains a constant awareness of changes and advancements in contract management, technology, finance, negotiating skills and law to implement improved methods and techniques as appropriate.
- Prepares and delivers written and oral presentations to product partners and financial advisors.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Knowledge, Skills, and Abilities
Knowledge of
- Various investment and economic aspects of mutual funds, exchange traded funds, and insurance products.
- Operational infrastructure of the firm, including how packaged products function within the existing infrastructure.
- Investment concepts, practices and procedures used in the securities industry regarding applicable legislation, compliance standards, policies, and procedures within assigned business area.
- Principles of banking & finance and securities industry operations including finance, accounting, budgeting, and cost control procedures.
- Fundamental concepts, principles, and practices of strategic sourcing and contract management.
- Regulatory guidelines.
Skill in
- Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Critical thinking, excellent verbal & written communication skills, collaborative spirit, and leadership by words, and more important, actions.
- Cultivating and maintaining effective working relationships at all levels of the organization and in the industry.
- Critical thinking and problem solving with limited supervisory guidance.
- Implementing strategies and tactical plans across organizational lines.
- Proven strong negotiation and relationship management skills.
- Gathering and compiling information and data.
- Basic database and technology concepts.
- Identifying the needs of customers through effective questioning and listening techniques.
- Investigating and responding to customer and vendor complaints.
- Managing agreement pipeline in organized and efficient manner.
- Preparing and delivering written and oral presentations to internal customers and groups.
- 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 applications including at least intermediate skills with Microsoft Office Suite.
- Refining and implementing contract management methodologies, tools and practices.
- Designing and developing management reports.
- Product planning, product development or product management.
- Analytics, strategic thinking and client empathy a must.
- Teaching, sufficient to explain multiple products and strategies.
- Interpreting and conveying comments and questions of others.
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.
- Provide a high level of customer service.
- Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
- Partner with other functional areas to accomplish objectives.
- Balance conflicting resource and priority demands.
- Demonstrate a level of competence with well-respected industry fund partners.
- Read and interpret complex legal documents such as prospectus documents and selling agreements.
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal skills and communicate effectively, both orally and in writing, with all organizational levels including excellent presentation skills
- Assimilate and prioritize strategies into operational guidelines.
- Handle stressful situations, a heavy diverse case load and provide a high level of customer service in a calm and professional manner.
- Attend to detail while maintaining a big picture orientation.
- Resolve complex analytical challenges, independently analyze information; and make recommendations based on financial analysis.
- Prepare strategies and negotiate complex business transactions to favorable conclusions.
- Read, interpret, analyze and apply legal, technical, and regulatory information.
- Maintain timely and orderly communication and organization of agreement process and timeline.
- Prioritize, manage, and lead multiple streams of work with the proven ability to influence partners and drive execution through high level organization and project management skills.
- Have hands-on/team-player attitude towards tactical as well as strategic work. Proven ability to deliver on-time product and project results.
Educational/Previous Experience Requirements
Education/Previous Experience
Education/Previous Experience
- Bachelor’s Degree in business (e.g. finance, accounting, etc.) and a minimum of three (3) years of experience in the financial services industry.
- OR ~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 obtained within 90 days
Raymond James Guiding Behaviors
We expect our associates at all levels to:
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 firm
Job Investment Management
Primary Location US-FL-St. Petersburg-Saint Petersburg
Organization Private Client Group
Schedule Full-time
Shift Day Job
Travel No
Eligible for Discretionary Bonus Yes
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