Raymond James
Senior Product Manager - Advisor Technology
Raymond James, Denver, Colorado, United States, 80285
Senior Product Manager - Advisor TechnologyResponsibilities
This associate will operate within the Advisor Technology group, which is focused 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 to identify, analyze, and document complex business requirements and processes using specific extensive input from industry and/or business units.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.Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions.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 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.Partners with stakeholders such as Financial Advisors, Operations, Legal and Compliance for research, analysis, and resolution of 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.Prepares and delivers written and oral presentations to project stakeholders, as well as presents at conferences and events, both one-on-one and in classroom settings.Knowledge, Skills, and Abilities
Knowledge of:
Advanced concepts, practices, and procedures of project analysis and project management; investment concepts, practices, and procedures used in the securities industry; functional, operational, and technical requirements of all systems used by assigned functional area(s); concepts of risk management, issue tracking, change management, and requirements gathering; information technology support and technical documentation; system analysis and business process modeling; principles of securities industry operations; business planning and analysis.Skill in:
Communicating application requirements and relationships; creating and interpreting process maps and flowcharts; interpreting client input, clarifying issues, and clearly documenting business needs; working with Business Analysts, Developers, and Quality Assurance teams to implement quality deliverables that align with business strategy and meet defined requirements; 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; operating standard office equipment and using required software applications.Ability to:
Facilitate information-gathering sessions, ensuring that all viewpoints, ideas, and problems are included in the project specifications; incorporate needs, wants, and goals into project specifications from different business unit perspectives; 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; read, comprehend, and apply technical information; use collaborative skills to accomplish work as a team; solve problems with large, complex, cross-functional systems and processes; organize and prioritize multiple tasks and meet deadlines; establish and maintain effective working relationships at all levels of the organization, including negotiating resources; incite enthusiasm, influence, and motivate individuals and project teams without organizational authority; provide a high level of customer service; communicate effectively, both orally and in writing, with all organizational levels.Educational/Previous Experience Requirements
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.Company Information
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.13 trillion (as of 6/30/2022). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.Company Specialties:Personal Investing, Capital Markets, and Banking
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This associate will operate within the Advisor Technology group, which is focused 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 to identify, analyze, and document complex business requirements and processes using specific extensive input from industry and/or business units.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.Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions.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 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.Partners with stakeholders such as Financial Advisors, Operations, Legal and Compliance for research, analysis, and resolution of 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.Prepares and delivers written and oral presentations to project stakeholders, as well as presents at conferences and events, both one-on-one and in classroom settings.Knowledge, Skills, and Abilities
Knowledge of:
Advanced concepts, practices, and procedures of project analysis and project management; investment concepts, practices, and procedures used in the securities industry; functional, operational, and technical requirements of all systems used by assigned functional area(s); concepts of risk management, issue tracking, change management, and requirements gathering; information technology support and technical documentation; system analysis and business process modeling; principles of securities industry operations; business planning and analysis.Skill in:
Communicating application requirements and relationships; creating and interpreting process maps and flowcharts; interpreting client input, clarifying issues, and clearly documenting business needs; working with Business Analysts, Developers, and Quality Assurance teams to implement quality deliverables that align with business strategy and meet defined requirements; 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; operating standard office equipment and using required software applications.Ability to:
Facilitate information-gathering sessions, ensuring that all viewpoints, ideas, and problems are included in the project specifications; incorporate needs, wants, and goals into project specifications from different business unit perspectives; 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; read, comprehend, and apply technical information; use collaborative skills to accomplish work as a team; solve problems with large, complex, cross-functional systems and processes; organize and prioritize multiple tasks and meet deadlines; establish and maintain effective working relationships at all levels of the organization, including negotiating resources; incite enthusiasm, influence, and motivate individuals and project teams without organizational authority; provide a high level of customer service; communicate effectively, both orally and in writing, with all organizational levels.Educational/Previous Experience Requirements
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.Company Information
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.13 trillion (as of 6/30/2022). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.Company Specialties:Personal Investing, Capital Markets, and Banking
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