Senior Program Manager - St Petersburg, United States - Raymond James Financial Services

    Raymond James Financial Services
    Raymond James Financial Services St Petersburg, United States

    1 week ago

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    Description

    Description

    Job Summary

    Job Summary

    Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to guide the Advisor Inclusion Networks through complex and multi-dimensional change, with feedback and input from advisors and leadership.

    Provides overarching management of multi-million dollar, strategic, long-term initiatives that have significant impact on business growth and recruiting through supporting diverse advisors.

    Provides leadership and strategic guidance to cross-departmental stakeholders when executing advisor inclusion programs to ensure quantifiable objectives are achieved.

    Essential Duties and Responsibilities

    Essential Duties and Responsibilities
    Drive impact of Advisor Inclusion networks through a focus on: developing consistent processes, tireless execution of new initiatives, and strong communication of purpose and results
    ⁃ Working closely with the Head of Advisor Inclusion and Private Client Group leadership, document strategy, goals, and roadmap for success
    Institute project tracking and progress communication approach
    ⁃ Document desired outcomes of each project or program and match to quantifiable success
    ⁃ Prioritize initiatives based on ROI and impact across multiple networks
    ⁃ Evaluate existing programs and external partnerships and develop proposals to enhance them using pertinent data and feedback
    ⁃ Build advisor education and client-facing resources to support diverse teams and an increasingly diverse client base
    ⁃ Look for opportunities to collaborate with internal departments that can support network members and their growth, including, but not limited to: experienced advisor recruiting, succession planning, Advisor Mastery Program, and Private Wealth Advisor Program.
    ⁃ Lead effort to organize advisor data across networks and draw out insights to inform decision making
    ⁃ Craft executive talking points and provide regular program updates to various internal departments
    ⁃ Build inclusion network council toolkits for onboarding and offboarding to ensure smooth transitions and transfer of knowledge
    Responsible for developing integrated program plans that detail program objectives, business case, structure, approach, budgets and schedules.

    • Ensures successful delivery of programs by managing program-level schedules, communications, budgets, conflicts, potential risks and program scope.
    • Provides oversight for project execution and provides strategic guidance to project teams as required.
    • Synthesizes complex issues, risks, as well as financial and schedule implications into summaries for senior and executive management.
    • Forecasts and manages program resource needs, directs resources assigned to the program. and makes cross-project prioritization decisions.
    • Ensures program staff is appropriately trained and managed. Provides associate feedback, training, counseling and performance assessments.
    • Performs Human Resources activities to support team members as required.
    • Proposes, implements and facilitates program governance structures.
    • Builds and maintains strong relationship with clients, stakeholders, steering committees and sponsors to ensure stakeholder groups align to meet the client's needs.
    • Conducts feasibility studies that include detailed analyses such as scenario evaluations, "build vs. buy" analysis and cost implication analysis.
    • Manages cross-initiative dependencies and constraints.
    • Manages relationships with external vendors and contractors.
    • Represents Executive Sponsor throughout day–to–day program activities and decisions.
    • Participates in the development of the firm's program delivery processes and tools.
    • Performs other duties and responsibilities as assigned.

    Qualifications

    Knowledge, Skills, and Abilities

    Knowledge of

    • Advanced concepts, practices, and principles of program and project management.
    • Advanced concepts of risk, issue and change management.
    • Business planning and analysis.
    • Business process reengineering.
    • Principles of finance, accounting, budgeting, and cost control policies and procedures.
    • Principles of procurement, contract and vendor management.

    Skill in

    • Managing large scale change management throughout its lifecycle.
    • Managing capabilities and data across cross-functional business teams, processes, and technologies.
    • Conducting research as well as developing and documenting business cases.
    • Developing, preparing, and maintaining program plans.
    • Creating and delivering effective presentations
    • Establishing working relationships with business units.
    • Refining and implementing program management methodologies, tools and practices.
    • Sourcing feedback from a variety of stakeholders and deciphering key aspects to build into initiatives
    • Implementing strategies and tactical plans across organizational lines.
    • Identifying and managing program and project resource needs.
    • Prioritizing different

    Ability to

    • Plan, prioritize, assign, monitor, review, evaluate and lead the work of others.
    • Build strong working relationships with teams, stakeholders and senior management.
    • Identify, lead and develop team members.
    • Analyze work and resource needs to develop comprehensive and accurate plans to meet program objectives.
    • Develop solutions that address meaningful issues for stakeholders represented.
    • Communicate effectively, both orally and in writing, with all organizational levels.
    • Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the program specifications.
    • Assess alternatives and identify appropriate approaches to execute initiatives.
    • Solve complex problems and model the business and financial impact of proposed scenarios.
    • Identify program stakeholders and analyze their needs appropriately.
    • Ensure that all project activities have a focus on quality and adhere to any identified best practices.
    • Prioritize and manage multiple work efforts in a fast-paced and dynamically changing environment.
    • Attend to detail while maintaining a big picture orientation.

    Educational/Previous Experience Requirements

    Education/Previous Experience

    • Bachelor's degree in the specific business function of assigned functional area or related field and ten (10) years of relevant experience including a minimum of two (2) years of Program Management experience required.
    • MBA or graduate degree preferred.
    • OR ~
    • Any equivalent combination of experience, education and/or training approved by Human Resources.

    Licenses/Certifications

    Licenses/Certifications

    Travel

    Travel Required

    Travel Required: Yes, 5 % of the Time
    In office 3 days a week, remote 2 days a week.


    Job: Project Management


    Primary Location: US-FL-St. Petersburg-Saint Petersburg


    Organization RJA Administration

    Schedule Full-time

    Job Shift Day Job

    Travel Yes, 10 % of the Time


    Req ID: