Job Description

Description

Raymond James Overview

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job Summary

Under general direction and with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to develop, evaluate, and/or execute strategic initiatives across business units for a specified period of time. Participates in executive meetings including Board of Directors, Operating Committee, Budget, and Department Head meetings. Identifies and proactively addresses issues of significant business impact requiring extensive work with Senior Management as well as firm-wide coordination.

Essential Duties and Responsibilities

• Assists Senior Management to plan and execute strategic corporate initiatives.

• Implements standard systems and procedures for project management.

• Reviews and analyzes financial justification for projects with Senior Management.

• Prepares project proposals and plans.

• Develops an understanding of the business case behind each initiative, including the motivating factors for all stakeholders.

• Locates, gathers and analyzes information on potential solutions and best practices while evaluating the potential benefits to the organization.

• Assists in planning and implementing change initiatives.

• Prepares and delivers written and oral presentations to Senior Management.

• Establishes and maintains effective relationships with various functional areas, information technology groups, operations and finance.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Business planning and analysis.

• Advanced principles of finance and banking.

• Financial markets and products.

• Concepts and principles of corporate strategy.

Skill in

• Preparing and delivering written and oral presentations.

• Implementing process improvement initiatives.

• Managing projects using established project management methodologies.

• Planning projects, coordinating and reporting activities across organizational lines.

• Preparing surveys, summaries and written recommendations.

• Operating standard office equipment and using required software applications.

Ability to

• Operate independently with little direct supervision.

• Lead others in providing a high level of customer service.

• Lead cross-functional initiatives without direct reporting authority.

• Use collaborative skills in encouraging and supporting team participation.

• Prioritize and manage multiple projects in a fast-paced, dynamic environment.

• Partner with other functional areas to accomplish objectives.

• Analyze issues, evaluate alternatives, develop proposals, and present recommendations.

• Proactively address issues and develop solutions.

• Reengineer existing processes.

Educational/Previous Experience Requirements

Education/Previous Experience

• Currently enrolled in the first year of a fully accredited full-time MBA program.

• Minimum of three (3) years of relevant business experience.

OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required.

Location - St. Petersburg, FL

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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