IT Product Manager, Advisor Technology
Job description
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 processes
- Develops and maintains release schedules, working with the technology team to prioritize features and 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.
- Partners with stakeholders such as Financial Advisors, Operations, Legal and Compliance for research, analysis, and resolution of business problems/opportunities.
- Drives/leads efforts to plan and implement change initiatives. Includes development of 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, as well as present at conferences and events, both one on one and in classroom settings.
Experience and Skills:
- Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of three (3) to five (5) 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) 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.
- Knowledge of the following highly preferred to required:
- Knowledge of banking and finance operations and advisor-facing technology preferred.
- Interpreting client input, clarifying issues and developing solutions.
- Project planning and reporting and coordinating project activities across organizational lines.
- Preparing and delivering presentations.
- Knowledge of banking and finance operations and advisor-facing technology preferred.
Licenses/Certifications:
- Product Management certification nice to have
- Project Management certification nice to have
- SIE, Series 7, or Series 65/66 nice to have
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 – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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