Job Description Summary

As a member of the Business Process Innovation (BPI) team, the Senior Advisor will play a key role in supporting process improvement initiatives across multiple functional areas to meet organizational efficiency objectives. Working under limited supervision and with a high level of autonomy, this individual will contribute to cross-functional projects with significant business impact. Extensive contact with advisors and internal customers at all levels is required to identify, research, and resolve problems.

Job Description

Essential Duties and Responsibilities

• Work hands-on with internal teams and advisors to understand business processes.
• Gather process information through interviews, observations, surveys, and workshops.
• Facilitate brainstorming sessions to identify opportunities for improvement.
• Model business processes in appropriate business analysis tools.
• Capture and analyze process data to identify efficiency opportunities.
• Propose recommendations for process improvement.
• Document business and technical requirements for desired process solutions.
• Facilitate and participate in user testing to ensure process solutions are accurate and stable.
• Lead in preparing and delivering user training for process solutions.
• Provide ongoing support for implemented solutions, including maintenance and enhancements.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Fundamental concepts, practices and procedures of process improvement analysis.
• Fundamental concepts, practices and procedures of business process management (BPM).
• Basic principles of banking and finance and securities industry operations.
• Core business competencies such as finance, management, accounting, operations, and marketing.

Skill in

• Business Analysis tools: Microsoft Office suite (Word, Excel, Visio, PowerPoint, and Outlook), Change Management, Project Management tools (MS Project). 
• Modeling processes.
• Eliciting business requirements.
• Translating process objectives to an implementable process model. 
• Developing instructional and procedural documentation/presentations. 
• Preparing various reports, summaries, surveys and written recommendations.

Ability to

• Analyze a business function and derive a set of requirements to satisfy a general request. 
• Take personal ownership of issues, following through to issue resolution. 
• Actively communicate technical and business aspects of work efforts to team members. 
• Mentor other associates when necessary. 
• Effectively organize and prioritize all tasks and responsibilities. 
• Participate in team projects and activities.
• Demonstrate flexibility in accepting and adapting to change.
   

Education

Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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 – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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