Raymond James Financial
Senior Product Manager | Advisor Technology
Raymond James Financial, Denver, Colorado, United States,
Job Description - Senior Product Manager | Advisor Technology (2402651)Note:
This position will follow our hybrid work model, we expect the selected candidate to be in the office a minimum of 8 days per month at one of the following locations: St. Petersburg, FL or Denver, CO.Job Summary:As part of the Advisor Technology group, the Sr Product Manager will focus on delivering tools and applications that support the advisor and support staff's day-to-day branch operations. The associate will have extensive knowledge and skills obtained through education, and experience is used to identify, analyze, and document complex business requirements and processes using specific extensive input from industry and/or business units. The associate will demonstrate subject matter expertise, the ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of contact on the most complex or escalated issues. Furthermore, the associate may provide direction and guidance to team members as well as apply specialized business knowledge and skills to produce significant deliverables. The associate will coordinate projects across multiple departments and business units that have an enterprise impact.Essential Duties and Responsibilities:Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions.Reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; conducts benchmarking activities to identify best practices; and recommends changes for improvement.Defines project scope and requirements by collecting and analyzing information, interviewing subject matter experts (SMEs), observing operations, and using knowledge of business systems and processes.Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders.Develops and maintains release schedules, working with the technology team to prioritize features. Collaborates with other business units and technology teams as necessary for release management.Serves as a functional subject matter expert (SME); provides internal consulting services to assigned functional area(s); coordinates activities with other functional areas; and facilitates the implementation of cross-functional business system modules, models, and/or enhancements.May serve a dual role as the point of contact for both business users and technical staff to discuss and clarify the interpretation of business requirements to technical specifications.Partner with stakeholders such as financial advisors, operations, and legal and compliance to research, analyze and resolve business problems/opportunities.Drives/leads efforts to plan and implement change initiatives. This includes developing rollout plans, training IT and operational support areas, and assisting in communications and documentation to support releases.Assists in identifying requirements for each phase of testing and develops test plans and scripts, as required.Prepares and delivers written and oral presentations to project stakeholders and presents at conferences and events, both one-on-one and in classroom settings.QualificationsKnowledge, Skills, and Abilities:Knowledge of:Financial services / wealth management experience preferred.Knowledge of the following highly preferred to required:Knowledge of financial products, money movement and order entry principles, and performance reporting and analytics.Concepts of risk management, issue tracking, change management, and requirements gathering.Principles of banking and finance and securities industry operations.Knowledge of wealth planning, goals-based planning, rebalancing, and model management.Information technology support and technical documentation.Business planning and analysis—with a demonstrated ability to develop a product strategy and deliver detailed business requirements based on that strategy.Knowledge of branch operations and advisor-facing technology is preferred.User acceptance testing principles, with the ability to develop test plans and scripts.Project planning and reporting and coordinating project activities across organizational lines. Understanding of project management methodologies and fundamentals of the software development lifecycle.Skill in:Communicating system interface requirements and relationships.Creating and interpreting process maps and flowcharts.Conducting business processes and systems, feasibility, and cost justification analyses.Preparing various reports, summaries, surveys, and written recommendations.Project planning and reporting and coordinating project activities across organizational lines.Preparing and delivering written and oral presentations.Ability to:Facilitate information-gathering sessions, ensuring that all viewpoints, ideas, and problems are included in the 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.Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.Use collaborative skills to accomplish work as a team.Organize and prioritize multiple tasks and meet deadlines.Communicate effectively, both orally and in writing, with all organizational levels.Education/Previous Experience:Bachelor's Degree in the specific business function of an assigned functional area or related field and a minimum of three (3) years of experience in defining and documenting business and technical requirements and processes OR any equivalent combination of experience, education, and/or training approved by Human Resources.Three (3) to five (5) years of experience in defining and documenting business and technical requirements and processes, systems analysis, business process modeling, representing stakeholders on project teams, and problem-solving with large, complex cross-functional systems and processes is highly preferred.Licenses/Certifications:None required.Travel:Raymond James Guiding BehaviorsAt 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 firmAt 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.Salary Range:
CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) $100,000 - $115,000
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This position will follow our hybrid work model, we expect the selected candidate to be in the office a minimum of 8 days per month at one of the following locations: St. Petersburg, FL or Denver, CO.Job Summary:As part of the Advisor Technology group, the Sr Product Manager will focus on delivering tools and applications that support the advisor and support staff's day-to-day branch operations. The associate will have extensive knowledge and skills obtained through education, and experience is used to identify, analyze, and document complex business requirements and processes using specific extensive input from industry and/or business units. The associate will demonstrate subject matter expertise, the ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of contact on the most complex or escalated issues. Furthermore, the associate may provide direction and guidance to team members as well as apply specialized business knowledge and skills to produce significant deliverables. The associate will coordinate projects across multiple departments and business units that have an enterprise impact.Essential Duties and Responsibilities:Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions.Reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; conducts benchmarking activities to identify best practices; and recommends changes for improvement.Defines project scope and requirements by collecting and analyzing information, interviewing subject matter experts (SMEs), observing operations, and using knowledge of business systems and processes.Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders.Develops and maintains release schedules, working with the technology team to prioritize features. Collaborates with other business units and technology teams as necessary for release management.Serves as a functional subject matter expert (SME); provides internal consulting services to assigned functional area(s); coordinates activities with other functional areas; and facilitates the implementation of cross-functional business system modules, models, and/or enhancements.May serve a dual role as the point of contact for both business users and technical staff to discuss and clarify the interpretation of business requirements to technical specifications.Partner with stakeholders such as financial advisors, operations, and legal and compliance to research, analyze and resolve business problems/opportunities.Drives/leads efforts to plan and implement change initiatives. This includes developing rollout plans, training IT and operational support areas, and assisting in communications and documentation to support releases.Assists in identifying requirements for each phase of testing and develops test plans and scripts, as required.Prepares and delivers written and oral presentations to project stakeholders and presents at conferences and events, both one-on-one and in classroom settings.QualificationsKnowledge, Skills, and Abilities:Knowledge of:Financial services / wealth management experience preferred.Knowledge of the following highly preferred to required:Knowledge of financial products, money movement and order entry principles, and performance reporting and analytics.Concepts of risk management, issue tracking, change management, and requirements gathering.Principles of banking and finance and securities industry operations.Knowledge of wealth planning, goals-based planning, rebalancing, and model management.Information technology support and technical documentation.Business planning and analysis—with a demonstrated ability to develop a product strategy and deliver detailed business requirements based on that strategy.Knowledge of branch operations and advisor-facing technology is preferred.User acceptance testing principles, with the ability to develop test plans and scripts.Project planning and reporting and coordinating project activities across organizational lines. Understanding of project management methodologies and fundamentals of the software development lifecycle.Skill in:Communicating system interface requirements and relationships.Creating and interpreting process maps and flowcharts.Conducting business processes and systems, feasibility, and cost justification analyses.Preparing various reports, summaries, surveys, and written recommendations.Project planning and reporting and coordinating project activities across organizational lines.Preparing and delivering written and oral presentations.Ability to:Facilitate information-gathering sessions, ensuring that all viewpoints, ideas, and problems are included in the 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.Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.Use collaborative skills to accomplish work as a team.Organize and prioritize multiple tasks and meet deadlines.Communicate effectively, both orally and in writing, with all organizational levels.Education/Previous Experience:Bachelor's Degree in the specific business function of an assigned functional area or related field and a minimum of three (3) years of experience in defining and documenting business and technical requirements and processes OR any equivalent combination of experience, education, and/or training approved by Human Resources.Three (3) to five (5) years of experience in defining and documenting business and technical requirements and processes, systems analysis, business process modeling, representing stakeholders on project teams, and problem-solving with large, complex cross-functional systems and processes is highly preferred.Licenses/Certifications:None required.Travel:Raymond James Guiding BehaviorsAt 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 firmAt 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.Salary Range:
CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) $100,000 - $115,000
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