Product Partner Relationship Manager (Fintech)

Location: Hybrid in Saint Petersburg, Florida, United States; travel less than 25%

Company

hirify.global is a financial services firm supporting financial advisors, investment product partners, and clients through investment, education, and advisory services.

What you will do

• Manage strategic relationships with assigned mutual fund, ETF, annuity, and other asset management product partners.
• Identify advisor education needs and deliver partner-supported programs with education, product, sales management, compliance, and home office teams.
• Plan and coordinate partner participation in conferences, educational venues, headquarters visits, and other strategic events.
• Communicate event criteria, business priorities, expectations, and participation opportunities to partners and internal stakeholders.
• Coordinate compliance reviews of partner educational materials before distribution to financial advisors.
• Provide reporting and insights, analyze and negotiate financial arrangements, and manage multiple partner initiatives and priorities.

Requirements

• Bachelor’s degree or equivalent experience in a related discipline; completed education in Business Administration or Finance is listed.
• At least three years of financial services experience is preferred, ideally involving financial advisor needs, investment products, relationship management, business development, product management, sales support, or partner engagement.
• Knowledge of investment products, financial markets, securities-industry regulations, compliance, risk considerations, advisor business models, profitability drivers, marketing, branding, adult learning, and professional communication.
• Strong relationship-building, presentation, written communication, negotiation, issue resolution, organization, deadline management, reporting, and business-insight skills.
• Ability to demonstrate ethics, discretion, confidentiality, independent judgment, cross-functional collaboration, influence without direct authority, and adaptability.
• Securities Industry Essentials Exam (SIE) required unless an exemption or grandfathering provision applies.
• Series 7 required or must be obtained within six months.

Culture & Benefits

• Hybrid workstyle with less than 25% travel.
• Benefits may include medical, dental, and vision insurance; life, critical illness, accident, and disability insurance; retirement savings; paid vacation, holidays, and sick leave; and parental leave.
• Culture emphasizes client-first service, integrity, independence, collaboration, accountability, professional development, and continuous improvement.
• Equal opportunity employment and respect for associates’ diverse backgrounds and experiences.