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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
12/23/2024
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:
%26middotFunctional, operational and technical requirements of all systems used by assigned functional areas.
%26middotApplication development and project life cycle methodologies and standards.
%26middotProject selection and approval, budgeting and business case preparation and analysis, as well as work breakdown structures and forecasting.
%26middotConcepts of risk management, issue tracking, change management and requirements gathering.
%26middotInformation technology support and technical documentation.
%26middotPrinciples of banking and finance and securities industry operations.
%26middotBusiness planning and analysis.
%26middotProject budget interfaces with other accounting systems.
Skill in:
%26middotUsing specific systems and related technological tools associated with assigned functional areas.
%26middotConducting investigations for proposed projects.
%26middotApplying application development and project life cycle methodologies and standards.
%26middotRefining and implementing project management methodologies, tools and practices.
%26middotSelecting and managing project teams.
%26middotConducting interviews with customers and subject matter experts.
%26middotConducting research and developing and documenting business cases.
%26middotPerforming root cause analysis.
%26middotIdentifying, defining and documenting complex business and technical requirements.
%26middotDeveloping, preparing, presenting and maintaining project plans.
%26middotPerforming project risk assessments.
%26middotManaging projects, using established project management methodologies.
%26middotReviewing, analyzing and evaluating financial data as well as preparing budgets and financial forecasts.
%26middotDesigning and developing management reports.
%26middotPerforming project evaluations.
%26middotDeveloping service level agreements for new systems.
%26middotDeveloping business modeling presentations.
%26middotEvaluating vendors.
%26middotNegotiating with customers and vendors.
%26middotObtaining and retaining customers.
%26middotDelivering presentations to groups.
%26middotOperating standard office equipment and using required software applications.
Ability to:
%26middotSelect and lead complementary high performance project teams through the planning, assigning, monitoring, reviewing and evaluating project phases.
%26middotFacilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications.
%26middotIncorporate needs, wants and goals from different business unit perspectives into project specifications.
%26middotAttend to detail while maintaining a big picture orientation.
%26middotSolve complex problems and model the business and financial impact of proposed scenarios.
%26middotEnsure that all project activities have a focus on quality and adhere to any identified best practices.
%26middotPerceive information, linkages and trends to apply this knowledge to assignments.
%26middotResolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.
%26middotUse collaborative skills to accomplish work as a team.
%26middotPrioritize and manage multiple projects simultaneously in a fast-paced, dynamically changing work environment.
%26middotRead, analyze, interpret and apply information from common industry journals, financial reports, and legal documents.
%26middotInterpret and apply policies in order to identify and recommend changes.
%26middotLead others to provide a high level of customer service.
%26middotPartner with other functional areas to accomplish objectives.
%26middotEstablish and maintain effective working relationships at all levels of the organization, including negotiating resources.
%26middotIncite enthusiasm and influence, motivate and persuade other to achieve desired outcomes without organizational authority.
%26middotCommunicate effectively, both orally and in writing, with all organizational levels.
Educational/Previous Experience Requirements:
%26middotExperience working in the financial services industry and or risk management
%26middotBachelor'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.
%26middotMBA or graduate degree preferred.
%26middotOR ~
%26middotAny 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:
