Raymond James Financial, Inc
Senior Project Manager - LFI Treasury Management
Raymond James Financial, Inc, Saint Petersburg, FL
Job Summary
Job Summary
Under administrative direction, uses extensive knowledge and skills obtained through education and experience to manage multiple high profile projects simultaneously, both large in size and broad in scope. Manages projects throughout the project lifecycle, from proposal and defining requirements to project planning and implementation, using extensive input from industry and/or business unit subject matter experts. Influences strategic direction and develops tactical plans with substantial latitude for independent actions or decisions. Provides comprehensive solutions to complex problems or needs. Maintains extensive contact with internal customers and subject matter experts. This role will support a multi-year initiative to enhance the Treasury Management function to meet the Large Financial Institution (LFI) expectations for a Category IV Firm. Experience with LFI Treasury Management builds preferred.
Essential Duties and Responsibilities
Essential Duties and Responsibilities
• Collaborates with senior management team to build out strategic roadmap and identify project needs.
• Manages relationships of key vendor
•• Conducts preliminary investigation for complex project requests. Reviews requirements, specifications and testing. Ensures training plans are aligned with organizational priorities, business plans and objectives.
• Provides a proactive interface for project stakeholders and senior management teams to ensure business requirements are completely and accurately defined. Ensures business applications are delivered.
• Refines and implements project management methodologies, tools and practices to provide continuous process improvement.
• Selects and manages cross functional project teams. Manages such teams throughout the project lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion.
• Conducts interviews, compiles and analyzes responses, and creates business cases for projects.
• Participates in root cause analysis in order to recommend appropriate actions to improve productivity and efficiency.
• Uses data and performance indicators to identify trends and recommend correct action as necessary
• Identifies, defines and documents complex business requirements, processes and deliverables.
• Performs project risk assessments by identifying key risk factors, providing effective mitigation strategies and assigning contingency action plans to both schedules and budgets.
• Serves as the liaison between internal customers and external suppliers. Communicates regularly with project stakeholders.
• Performs project evaluations and participates in post-project quality monitoring including monitoring the Return on Investment (ROI) metrics
•• Performs other duties and responsibilities as assigned.
Qualifications:
Knowledge, Skills, and Abilities
Knowledge of
• Advanced knowledge of
• Functional, operational and technical requirements of all systems used by assigned functional areas.
• Application development and project life cycle methodologies and standards.
• Project selection and approval, budgeting and business case preparation and analysis, as well as work breakdown structures and forecasting.
• Concepts of risk management, issue tracking, change management and requirements gathering.
• Information technology support and technical documentation.
• Principles of banking and finance and securities industry operations.
• Business planning and analysis.
• Project budget interfaces with other accounting systems.
Skill in
• Advanced skill in:
• Using specific systems and related technological tools associated with assigned functional areas.
• Conducting investigations for proposed projects.
• Applying application development and project life cycle methodologies and standards.
• Refining and implementing project management methodologies, tools and practices.
• Selecting and managing project teams.
• Conducting interviews with customers and subject matter experts.
• Conducting research and developing and documenting business cases.
• Performing root cause analysis.
• Identifying, defining and documenting complex business and technical requirements.
• Developing, preparing, presenting and maintaining project plans.
• Performing project risk assessments.
• Managing projects, using established project management methodologies.
• Reviewing, analyzing and evaluating financial data as well as preparing budgets and financial forecasts.
• Designing and developing management reports.
• Performing project evaluations.
• Developing service level agreements for new systems.
• Developing business modeling presentations.
• Evaluating vendors.
• Negotiating with customers and vendors.
• Obtaining and retaining customers.
• Delivering presentations to groups.
Ability to
• Select and lead complementary high performance project teams through the planning, assigning, monitoring, reviewing and evaluating project phases.
• Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications.
• Incorporate needs, wants and goals from different business unit perspectives into project specifications.
• Attend to detail while maintaining a big picture orientation.
• Solve complex problems and model the business and financial impact of proposed scenarios.
• Ensure that all project activities have a focus on quality and adhere to any identified best practices.
• Perceive information, linkages and trends to apply this knowledge to assignments.
• Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.
• Use collaborative skills to accomplish work as a team.
• Prioritize and manage multiple projects simultaneously in a fast-paced, dynamically changing work environment.
• Read, analyze, interpret and apply information from common industry journals, financial reports, and legal documents.
• Interpret and apply policies in order to identify and recommend changes.
• Lead others to provide a high level of customer service.
• Partner with other functional areas to accomplish objectives.
• Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
• Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes without organizational authority.
• Communicate effectively, both orally and in writing, with all organizational levels.
Educational/Previous Experience Requirements
Education/Previous Experience
• Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of eight (8) to ten (10) years of relevant experience in project management in banking / financial service industry required.
• MBA or graduate degree preferred.
• OR ~
• Any equivalent combination of experience, education and/or training approved by Human Resources.
Licenses/Certifications
Licenses/Certifications
• Project Management Professional Certification (PMP) preferred, not required.
Travel
Travel Required
Travel Required: Yes, 10% of the Time
Disclaimer
Disclaimer
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
Priority will be given to protected veterans
EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT
Raymond James Guiding Behaviors
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 outcome
• 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 Summary
Under administrative direction, uses extensive knowledge and skills obtained through education and experience to manage multiple high profile projects simultaneously, both large in size and broad in scope. Manages projects throughout the project lifecycle, from proposal and defining requirements to project planning and implementation, using extensive input from industry and/or business unit subject matter experts. Influences strategic direction and develops tactical plans with substantial latitude for independent actions or decisions. Provides comprehensive solutions to complex problems or needs. Maintains extensive contact with internal customers and subject matter experts. This role will support a multi-year initiative to enhance the Treasury Management function to meet the Large Financial Institution (LFI) expectations for a Category IV Firm. Experience with LFI Treasury Management builds preferred.
Essential Duties and Responsibilities
Essential Duties and Responsibilities
• Collaborates with senior management team to build out strategic roadmap and identify project needs.
• Manages relationships of key vendor
•• Conducts preliminary investigation for complex project requests. Reviews requirements, specifications and testing. Ensures training plans are aligned with organizational priorities, business plans and objectives.
• Provides a proactive interface for project stakeholders and senior management teams to ensure business requirements are completely and accurately defined. Ensures business applications are delivered.
• Refines and implements project management methodologies, tools and practices to provide continuous process improvement.
• Selects and manages cross functional project teams. Manages such teams throughout the project lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion.
• Conducts interviews, compiles and analyzes responses, and creates business cases for projects.
• Participates in root cause analysis in order to recommend appropriate actions to improve productivity and efficiency.
• Uses data and performance indicators to identify trends and recommend correct action as necessary
• Identifies, defines and documents complex business requirements, processes and deliverables.
• Performs project risk assessments by identifying key risk factors, providing effective mitigation strategies and assigning contingency action plans to both schedules and budgets.
• Serves as the liaison between internal customers and external suppliers. Communicates regularly with project stakeholders.
• Performs project evaluations and participates in post-project quality monitoring including monitoring the Return on Investment (ROI) metrics
- Fosters a mentoring culture of continuous improvement.
- Works as a player-coach, rolling up one's sleeves and helping the team when needed.
•• Performs other duties and responsibilities as assigned.
Qualifications:
Knowledge, Skills, and Abilities
Knowledge of
• Advanced knowledge of
• Functional, operational and technical requirements of all systems used by assigned functional areas.
• Application development and project life cycle methodologies and standards.
• Project selection and approval, budgeting and business case preparation and analysis, as well as work breakdown structures and forecasting.
• Concepts of risk management, issue tracking, change management and requirements gathering.
• Information technology support and technical documentation.
• Principles of banking and finance and securities industry operations.
• Business planning and analysis.
• Project budget interfaces with other accounting systems.
Skill in
• Advanced skill in:
• Using specific systems and related technological tools associated with assigned functional areas.
• Conducting investigations for proposed projects.
• Applying application development and project life cycle methodologies and standards.
• Refining and implementing project management methodologies, tools and practices.
• Selecting and managing project teams.
• Conducting interviews with customers and subject matter experts.
• Conducting research and developing and documenting business cases.
• Performing root cause analysis.
• Identifying, defining and documenting complex business and technical requirements.
• Developing, preparing, presenting and maintaining project plans.
• Performing project risk assessments.
• Managing projects, using established project management methodologies.
• Reviewing, analyzing and evaluating financial data as well as preparing budgets and financial forecasts.
• Designing and developing management reports.
• Performing project evaluations.
• Developing service level agreements for new systems.
• Developing business modeling presentations.
• Evaluating vendors.
• Negotiating with customers and vendors.
• Obtaining and retaining customers.
• Delivering presentations to groups.
Ability to
• Select and lead complementary high performance project teams through the planning, assigning, monitoring, reviewing and evaluating project phases.
• Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications.
• Incorporate needs, wants and goals from different business unit perspectives into project specifications.
• Attend to detail while maintaining a big picture orientation.
• Solve complex problems and model the business and financial impact of proposed scenarios.
• Ensure that all project activities have a focus on quality and adhere to any identified best practices.
• Perceive information, linkages and trends to apply this knowledge to assignments.
• Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.
• Use collaborative skills to accomplish work as a team.
• Prioritize and manage multiple projects simultaneously in a fast-paced, dynamically changing work environment.
• Read, analyze, interpret and apply information from common industry journals, financial reports, and legal documents.
• Interpret and apply policies in order to identify and recommend changes.
• Lead others to provide a high level of customer service.
• Partner with other functional areas to accomplish objectives.
• Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
• Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes without organizational authority.
• Communicate effectively, both orally and in writing, with all organizational levels.
Educational/Previous Experience Requirements
Education/Previous Experience
• Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of eight (8) to ten (10) years of relevant experience in project management in banking / financial service industry required.
• MBA or graduate degree preferred.
• OR ~
• Any equivalent combination of experience, education and/or training approved by Human Resources.
Licenses/Certifications
Licenses/Certifications
• Project Management Professional Certification (PMP) preferred, not required.
Travel
Travel Required
Travel Required: Yes, 10% of the Time
Disclaimer
Disclaimer
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
Priority will be given to protected veterans
EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT
Raymond James Guiding Behaviors
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 outcome
• 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