Job Description Summary

Under administrative direction, uses knowledge and skills obtained through education and experience to perform project management functions for multiple high profile 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. Engages with management to develop tactical plans to provide comprehensive solutions to problems or needs. Maintains contact with internal customers and subject matter experts. This role will support a multi-year initiative to enhance the Treasury Management function to meet the Large Financial Institution (LFI) expectations for a Category IV Firm.

Job Description

Responsibilities

• Collaborates with the program management team and business partners to build out strategic roadmaps and identify project needs. Fosters a mentoring culture of continuous improvement.
• Works as a player-coach, rolling up one's sleeves and helping the team when needed.
• Performs other duties and responsibilities as assigned.
• Prepares materials to facilitate project evaluations and participates in post-project quality monitoring including monitoring the Return on Investment (ROI) metrics.
• Documents complex business requirements, processes and deliverables.
• Collects data and performance indicators to identify trends and recommend correct action as necessary.
• Participates in root cause analysis in order to recommend appropriate actions to improve productivity and efficiency.
• Assists in the management of cross functional project teams throughout the project lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion.
• Provided feedback to help refine and implement project management methodologies, tools and practices to provide continuous process improvement. Conducts preliminary investigation for project requests.
• Reviews requirements, specifications and testing.

Knowledge of

• Core project management (PMO) responsibilities including data collection, project plan development, monitoring, reporting, and milestone tracking.
• 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.
• Corporate procurement principles and vendor selection methodologies.
• 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.

Skills in

• Using specific systems and related technological tools associated with assigned functional areas.
• Applying project life cycle methodologies and standards.
• Refining and implementing project management methodologies, tools and practices.
• Preparing for and documenting interviews with customers and subject matter experts.
• Conducting research and developing and documenting business cases.
• Performing root cause analysis.
• Documenting complex business and technical requirements.
• Developing, preparing, and maintaining project plans.
• Managing projects, using established project management methodologies.
• Reviewing financial data as well as preparing budgets and financial forecasts.
• Facilitating the preparation of management reports.
• Facilitating the development of service level agreements for new systems.
• Developing business modeling presentations.

Ability to

• Navigate multiple concurrent projects with complementary high performance project teams through 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.
• Assist in incorporating needs, wants and goals from different business unit perspectives into project specifications.
• Attention to detail while maintaining a big picture orientation.
• Ensure that all project management activities have a focus on quality and adhere to any identified best practices.
• Perceive information, linkages and trends to apply this knowledge to assignments.
• 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 potential impacts or changes.
• Provide a high level of customer service to project stakeholders.
• 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.

Education

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

Work Experience

General Experience - 7 to 12 months

Certifications

PMI Project Management Professional (PMP) - Project Management Institute (PMI)

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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