Knowledge, Skills, and Abilities:
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:
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.
Operating standard office equipment and using required software applications.
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:
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.
MBA or graduate degree preferred.
~or~
Any equivalent combination of experience, education and/or training approved by Human Resources.
Licenses/Certifications:
Project Management Professional Certification (PMP) highly preferred.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 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 firm
