Knowledge, 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.
- Principles of banking and finance and securities industry operations. A specific focus on Modern Portfolio Theory is preferred.
- Business planning and analysis%26mdashwith 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.
- Clarifying system interface requirements and relationships.
- Interpreting client input, clarifying issues, and developing solutions.
- Preparing various reports, summaries, surveys, and written recommendations.
- 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.
- 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.
- 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.
- 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.
Education/Previous Experience:
- Bachelor's Degree in business, information systems, finance, 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 a product management role, ideally working with enterprise teams navigating complex systems.
- Experience 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:
Travel:
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm%26#39s 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