This position will follow our hybrid work model; we expect candidates to be two days in-office and three days work-from-home at our St. Petersburg, FL, office location.
Job Summary
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 is used to identify, analyze, and document complex business requirements and processes using specific extensive input from industry and/or business units. The associate will demonstrate subject matter expertise, the ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of contact on the most complex or escalated issues. 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.
Responsibilities:
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 processesDevelops 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.Partner with stakeholders such as financial advisors, operations, and legal and compliance to research, analyze and resolve 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 and presents at conferences and events, both one-on-one and in classroom settings.This position will follow our hybrid work model; we expect candidates to be two days in-office and three days work-from-home at our St. Petersburg, FL, office location.
Job Summary
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 is used to identify, analyze, and document complex business requirements and processes using specific extensive input from industry and/or business units. The associate will demonstrate subject matter expertise, the ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of contact on the most complex or escalated issues. 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.
Responsibilities:
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 processesDevelops 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.Partner with stakeholders such as financial advisors, operations, and legal and compliance to research, analyze and resolve 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 and presents at conferences and events, both one-on-one and in classroom settings.Knowledge, Skills, and Abilities
Knowledge of
Technical Skills/Experience:
Three (3) to Five (5) years of experience in 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.Financial services/ wealth management experience preferred.Knowledge of the following highly preferred to required:Concepts of risk management, issue tracking, change management, and requirements gathering.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—with 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.
Skill in:
Communicating system interface requirements and relationships.Creating and interpreting process maps and flowcharts.Interpreting client input, clarifying issues, and developing solutions.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:
Education/Previous Experience:
Preferred Licenses/Certifications:
Travel:
5%Knowledge, Skills, and Abilities
Knowledge of
Technical Skills/Experience:
Three (3) to Five (5) years of experience in 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.Financial services/ wealth management experience preferred.Knowledge of the following highly preferred to required:Concepts of risk management, issue tracking, change management, and requirements gathering.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—with 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.
Skill in:
Communicating system interface requirements and relationships.Creating and interpreting process maps and flowcharts.Interpreting client input, clarifying issues, and developing solutions.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:
Education/Previous Experience:
Preferred Licenses/Certifications:
Travel:
5%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
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