Raymond James - Saint Petersburg, FL

posted 30 days ago

Full-time - Senior
Saint Petersburg, FL
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Project Manager for LFI Treasury Management will operate under administrative direction, utilizing extensive knowledge and skills acquired through education and experience to manage multiple high-profile projects simultaneously. These projects are characterized by their large size and broad scope, requiring a comprehensive approach throughout the project lifecycle—from proposal and defining requirements to project planning and implementation. The role demands significant input from industry and business unit subject matter experts, influencing strategic direction and developing tactical plans with substantial latitude for independent actions or decisions. The Senior Project Manager will provide comprehensive solutions to complex problems or needs while maintaining extensive contact with internal customers and subject matter experts. This position supports a multi-year initiative aimed at enhancing the Treasury Management function to meet the Large Financial Institution (LFI) expectations for a Category IV Firm, with a preference for candidates who have experience in LFI Treasury Management. In this role, the Senior Project Manager will collaborate with the senior management team to build out a strategic roadmap and identify project needs. They will manage relationships with key vendors and conduct preliminary investigations for complex project requests, ensuring that training plans align with organizational priorities, business plans, and objectives. The Senior Project Manager will act as a proactive interface for project stakeholders and senior management teams, ensuring that business requirements are completely and accurately defined and that business applications are delivered effectively. They will refine and implement project management methodologies, tools, and practices to foster continuous process improvement, select and manage cross-functional project teams, and oversee these teams throughout the project lifecycle, including planning, assigning, scheduling, monitoring, and reviewing project activities. Additionally, the Senior Project Manager will conduct interviews, compile and analyze responses, and create business cases for projects. They will participate in root cause analysis to recommend appropriate actions for improving productivity and efficiency, using data and performance indicators to identify trends and recommend corrective actions as necessary. The role involves identifying, defining, and documenting complex business requirements, processes, and deliverables, as well as performing project risk assessments by identifying key risk factors and providing effective mitigation strategies. The Senior Project Manager will serve as a liaison between internal customers and external suppliers, communicating regularly with project stakeholders and performing project evaluations while participating in post-project quality monitoring, including monitoring Return on Investment (ROI) metrics. This position fosters a mentoring culture of continuous improvement and requires a hands-on approach, where the Senior Project Manager may need to assist the team directly when necessary.

Responsibilities

  • Collaborates with senior management team to build out strategic roadmap and identify project needs.
  • Manages relationships of key vendors.
  • Conducts preliminary investigation for complex project requests, reviews requirements, specifications, and testing.
  • Ensures training plans are aligned with organizational priorities, business plans, and objectives.
  • Provides a proactive interface for project stakeholders and senior management teams to ensure business requirements are completely and accurately defined.
  • Ensures business applications are delivered.
  • Refines and implements project management methodologies, tools, and practices to provide continuous process improvement.
  • Selects and manages cross-functional project teams throughout the project lifecycle.
  • Conducts interviews, compiles and analyzes responses, and creates business cases for projects.
  • Participates in root cause analysis to recommend appropriate actions to improve productivity and efficiency.
  • Uses data and performance indicators to identify trends and recommend corrective actions as necessary.
  • Identifies, defines, and documents complex business requirements, processes, and deliverables.
  • Performs project risk assessments by identifying key risk factors and providing effective mitigation strategies.
  • Serves as the liaison between internal customers and external suppliers, communicating regularly with project stakeholders.
  • Performs project evaluations and participates in post-project quality monitoring, including monitoring ROI metrics.
  • Fosters a mentoring culture of continuous improvement.
  • Works as a player-coach, assisting the team when needed.

Requirements

  • Bachelor's Degree in the specific business function of assigned functional area or related field.
  • Minimum of eight (8) to ten (10) years of relevant experience in project management in the banking/financial service industry.
  • Advanced knowledge of functional, operational, and technical requirements of all systems used by assigned functional areas.
  • Knowledge of application development and project life cycle methodologies and standards.
  • Understanding of project selection and approval, budgeting, and business case preparation and analysis.
  • Familiarity with concepts of risk management, issue tracking, change management, and requirements gathering.
  • Knowledge of information technology support and technical documentation.
  • Understanding of principles of banking and finance and securities industry operations.
  • Experience in business planning and analysis.

Nice-to-haves

  • MBA or graduate degree preferred.
  • Project Management Professional Certification (PMP) preferred, not required.

Benefits

  • Eligible for Discretionary Bonus.
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