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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
10/16/2024
Job Description
Job Summary:
Under administrative direction, uses extensive knowledge and skills obtained through education and experience in the financial services industry and or risk management to manage multiple 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.
Essential Duties and Responsibilities:
%26middot; Conducts preliminary investigations for all project requests. Reviews requirements, specifications and testing. Ensures training plans are aligned with organizational priorities, business plans and objectives.
%26middot; 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.
%26middot; Refines and implements project management methodologies, tools and practices to provide continuous process improvement.
%26middot; Selects and manages 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.
%26middot; Conducts interviews, compiles and analyzes responses, and creates business cases for projects.
%26middot; Participates in root cause analysis in order to recommend appropriate actions to improve productivity and efficiency.
%26middot; Identifies, defines and documents complex business and technical requirements, processes and deliverables.
%26middot; Develops, prepares, presents and maintains project plans including staffing requirements, cost estimates, detailed budgets and work breakdown structures and schedules.
%26middot; Performs project risk assessments by identifying key risk factors, providing effective mitigation strategies, and assigning contingency action plans to both schedules and budgets.
%26middot; Applies established project methodologies to manage projects: uses change control templates and processes, manages time and recording activities using defined scheduling tools, monitors budgets, and coordinates resource acquisition and utilization.
%26middot; Serves as the liaison between internal customers and external suppliers. Communicates regularly with project stakeholders.
%26middot; Delivers systems on appropriate platforms in compliance with established technology standards. Monitors testing and executes quality assurance checks to ensure the system meets information technology acceptance criteria prior to implementation.
%26middot; Performs project evaluations and participates in post-project quality monitoring.
%26middot; Performs other duties and responsibilities as assigned.
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
%26middot Functional, operational and technical requirements of all systems used by assigned functional areas.
%26middot Application development and project life cycle methodologies and standards.
%26middot Project selection and approval, budgeting and business case preparation and analysis, as well as work breakdown structures and forecasting.
%26middot Concepts of risk management, issue tracking, change management and requirements gathering.
%26middot Information technology support and technical documentation.
%26middot Principles of banking and finance and securities industry operations.
%26middot Business planning and analysis.
%26middot Project budget interfaces with other accounting systems.
Skill in:
%26middot Using specific systems and related technological tools associated with assigned functional areas.
%26middot Conducting investigations for proposed projects.
%26middot Applying application development and project life cycle methodologies and standards.
%26middot Refining and implementing project management methodologies, tools and practices.
%26middot Selecting and managing project teams.
%26middot Conducting interviews with customers and subject matter experts.
%26middot Conducting research and developing and documenting business cases.
%26middot Performing root cause analysis.
%26middot Identifying, defining and documenting complex business and technical requirements.
%26middot Developing, preparing, presenting and maintaining project plans.
%26middot Performing project risk assessments.
%26middot Managing projects, using established project management methodologies.
%26middot Reviewing, analyzing and evaluating financial data as well as preparing budgets and financial forecasts.
%26middot Designing and developing management reports.
%26middot Performing project evaluations.
%26middot Developing service level agreements for new systems.
%26middot Developing business modeling presentations.
%26middot Evaluating vendors.
%26middot Negotiating with customers and vendors.
%26middot Obtaining and retaining customers.
%26middot Delivering presentations to groups.
%26middot Operating standard office equipment and using required software applications.
Ability to:
%26middot Select and lead complementary high performance project teams through the planning, assigning, monitoring, reviewing and evaluating project phases.
%26middot Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications.
%26middot Incorporate needs, wants and goals from different business unit perspectives into project specifications.
%26middot Attend to detail while maintaining a big picture orientation.
%26middot Solve complex problems and model the business and financial impact of proposed scenarios.
%26middot Ensure that all project activities have a focus on quality and adhere to any identified best practices.
%26middot Perceive information, linkages and trends to apply this knowledge to assignments.
%26middot Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.
%26middot Use collaborative skills to accomplish work as a team.
%26middot Prioritize and manage multiple projects simultaneously in a fast-paced, dynamically changing work environment.
%26middot Read, analyze, interpret and apply information from common industry journals, financial reports, and legal documents.
%26middot Interpret and apply policies in order to identify and recommend changes.
%26middot Lead others to provide a high level of customer service.
%26middot Partner with other functional areas to accomplish objectives.
%26middot Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
%26middot Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes without organizational authority.
%26middot Communicate effectively, both orally and in writing, with all organizational levels.
Educational/Previous Experience Requirements:
%26middot Experience working in the financial services industry and or risk management
%26middot Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of six (6) to eight (8) years of relevant experience in project management required.
%26middot MBA or graduate degree preferred.
%26middot OR ~
%26middot Any equivalent combination of experience, education and/or training approved by Human Resources.
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:
