Head of Retirement Product- Raymond James Investment Management

Head Of Retirement Product

The Head Of Retirement Product leads the strategy, development, and growth of Raymond James Investment Management's retirement-focused investment solutions. With deep expertise in Collective Investment Trusts (CITs), retirement funds, and institutional platforms, this role is responsible for driving product innovation, expanding market presence, and delivering solutions that meet the evolving needs of plan sponsors, consultants, and retirement platforms. The role blends product leadership with commercial acumen, ensuring RJIM's retirement offerings are competitive, scalable, and positioned for long-term success.

Responsibilities :

• Define and execute the strategic roadmap for RJIM's retirement product lineup.
• Lead product development initiatives that expand RJIM's presence in the retirement market.
• Own the success of RJIM's retirement product business, with accountability for AUM growth, revenue generation, and market share expansion.
• Build and maintain relationships with key retirement platforms, recordkeepers, and consultants.
• Develop and execute strategies to grow RJIM's DCIO business.
• Monitor industry trends, regulatory developments, and competitive offerings to inform product strategy.
• Oversee product lifecycle management.
• Partner with marketing to develop compelling product narratives.
• Represent RJIM in client meetings, consultant discussions, and industry forums.
• Ensure all retirement products meet compliance, operational, and fiduciary standards.
• Contribute to strategic planning, revenue forecasting, and performance analysis.
• Analyze market trends, client demand, and competitive dynamics to inform product innovation.
• Develop product strategies that expand RJIM's footprint in the defined contribution market.

Education and Experience :

Workstyle : Hybrid

At Raymond James, our associates use five guiding behaviors 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.