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Job Description

_This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL._

Job Summary

Under limited supervision, uses specialized product management knowledge and skills obtained through education and experience to assist in marketing and product strategy development, market analysis and product management in assigned functional area. Participates in and may lead defined projects of moderate scope and complexity and serves as an advisor on smaller, internal products. Autonomously prioritizes and manages projects. Coordinates internal and external teams to produce resources in support of larger products. Some high-level guidance is provided to perform varied, sometimes complex, activities that require evaluation, originality and ingenuity in making moderately complex decisions. Regular contact with internal and external customers and information sources is required to identify, research, and resolve problems in developing or managing products.

Essential Duties and Responsibilities:

• Gathers, analyzes, interprets and distributes complex information on sales trends, utilization, product demand and marketing strategies for assigned products.

• Collects and analyzes information pertaining to assigned and related products, analyzes and evaluates ideas and suggestions and makes new recommendations, and identifies best practices to be shared with others.

• Develops and disseminates marketing and product communications including but not limited to product-oriented positioning documents, product profiles, competitive analyses and other content.

• With limited guidance, identifies, monitors, prepares and disseminates information and analyses on complex products, sales strategies, capabilities, vulnerabilities and intentions of existing and potential competitors.

• Analyzes sales factors, including pricing, distribution, and product performance; develops recommendations for changes in existing sales strategies.

• With limited guidance manage the financial health of the assigned products, including billing, financial reporting and pricing analysis.

• Assists in developing broad marketing campaigns that are aligned with the organizational vision and strategies for growth, developing a clear, compelling and differentiated message and position for assigned products.

• Identifies market segments and customizes communication programs and media/channel by segment profile.

• Assists in specifying detailed requirements for current and future products.

• Represents assigned functional area at meetings and conferences, as required.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Financial services.

• Fundamental investment concepts, practices and procedures used in the securities industry.

• Principles, methods and techniques used in product research and analysis.

• Fundamental concepts, practices, and procedures of marketing and product management.

• Technical knowledge sufficient to manage assigned products.

• Internet resources for data and information.

• Data collection and classification techniques.

• Principles, techniques, methods and procedures associated with basic to moderately complex statistical and financial analyses.

• Ethical standards of the American Marketing Association (AMA), the Council of American Survey Research Organizations (CASRO) and the Society of Competitive Intelligence Professionals (SCIP) for conducting professional competitive intelligence data collection activities.

Skill in:

• Project management.

• Business writing, including drafting, editing and proofreading internal and external communications.

• Product analysis concepts, practices and procedures.

• Designing and developing survey questionnaires and other feedback mechanisms and compiling survey feedback, utilizing results to prepare strategy and recommendations.

• Preparing technical and product financial reports, correspondence and presentations.

• Synthesizing and summarizing data research findings and data from conventional libraries, databases, reports and internet resources to draw logical conclusions and report results.

• Identifying and analyzing trends and patterns in statistical information.

• Researching, manipulating and compiling data.

• Interpreting and applying practical meaning to research results and presenting the information at an appropriate level to broad audiences at all levels of the organization.

• Identifying and selecting sources of competitive intelligence information and conducting competitive intelligence studies.

• Conducting product research projects using accepted sampling methodologies and data collection procedures.

• Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.

Ability to:

• Prioritize and organize, manage and track multiple assignments with frequently changing priorities in a fast-paced work environment.

• Employ critical thinking and analysis to develop strategies to overcome client objections and assist others in doing the same.

• Communicate effectively, both orally and in writing, to internal and external stakeholders.

• Establish and maintain effective working relationships with others, both internal and external.

• Provide a high level of customer service.

• Mentor others in performing product research and analysis projects and studies.

Educational/Previous Experience Recommendations:

• Bachelors Degree in communications, marketing or business related field and a minimum of four (4) years of marketing or product management experience required, preferably in the financial services industry.

~or~

• An equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

None required.

Working Conditions:

Hours: Normal business hours. Some additional hours may be required.

Travel Required: Less than 5%.

Working Environment: Climate controlled office environment during normal business hours.

Education

Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Digital Communications and Media/Multimedia

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

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

At 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.