Senior Product Manager | Wealth Management Technology

Job Description - Senior Product Manager Wealth Management Technology (2402656)

Note : This position will follow our hybrid work model, we expect the selected candidate to be in the office a minimum of 8 days per month at one of the following locations : St.

Petersburg, FL; Memphis, TN; or Denver, CO.

Job Summary :

The Senior Product Manager will operate within the Wealth Management Technology group, which is focused on delivering tools and applications that support the lifecycle of planning & implementation performed by the Financial Advisor on a recurring basis.

The associate will have extensive knowledge and skills obtained through education, and experience is used to identify, analyze, and document complex business requirements and processes using specific extensive input from industry and / or business units.

The associate will demonstrate subject matter expertise, the ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of contact on the most complex or escalated issues.

Furthermore, the associate may provide direction and guidance to team members as well as apply specialized business knowledge and skills to produce significant deliverables.

The associate will coordinate projects across multiple departments and business units that have an enterprise impact.

Essential Duties and Responsibilities :

• Collects and analyzes information, interviews subject matter experts (SMEs), observes operations and uses knowledge of business systems and processes to develop solutions to specific problems.
• Identifies and documents business requirements for Wealth Management technology, centered on the Financial Advisor’s practice.
• Defines project scope and objectives through research and data gathering using a demonstrated understanding of systems and industry requirements.
• Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders.
• Serves as a liaison between client business units and technical teams by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions.
• 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 and / or enhancements.

• Assists in identifying requirements for each phase of testing and develops test plans and scripts, as required.
• 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.
• Provides input for communications and documentation to support releases.
• Prepares and delivers written and oral presentations to project stakeholders and presents at conferences and events, both one-on-one and in classroom settings, as needed.

Knowledge, Skills, and Abilities :

• Knowledge of :
• Financial services / wealth management experience preferred.
• Concepts of risk management, issue tracking, change management, and requirements gathering.
• Knowledge of wealth planning, goals-based planning, rebalancing, and model management.
• Information technology support and technical documentation.
• Principles of banking and finance and securities industry operations. A specific focus on Modern Portfolio Theory is preferred.
• Business planning and analysis with a demonstrated ability to develop a product strategy and deliver detailed business requirements based on that strategy.
• Knowledge of branch operations and advisor-facing technology is preferred.
• Clarifying system interface requirements and relationships.
• Interpreting client input, clarifying issues, and developing solutions.
• Preparing various reports, summaries, surveys, and written recommendations.
• User acceptance testing principles, with the ability to develop test plans and scripts.
• Project planning and reporting and coordinating project activities across organizational lines. Understanding of project management methodologies and fundamentals of the software development lifecycle.
• Preparing and delivering written and oral presentations.
• Some travel may be required.
• Skill in :
• Communicating system interface requirements and relationships.
• Creating and interpreting process maps and flowcharts.
• Interpreting client input, clarifying issues, and developing solutions.
• Conducting business processes and systems, feasibility, and cost justification analyses.
• Preparing various reports, summaries, surveys, and written recommendations.
• Project planning and reporting and coordinating project activities across organizational lines.
• Preparing and delivering written and oral presentations.
• Operating standard office equipment and using required software applications.
• Ability to :
• Facilitate information-gathering sessions, ensuring that all viewpoints, ideas, and problems are included in the project specifications.
• Incorporate needs, wants, and goals from different business unit perspectives into project specifications.
• Attend to detail while maintaining a big-picture orientation.
• Solve complex problems and model the business and financial impact of proposed scenarios.
• Ensure that all project activities have a focus on quality and adhere to any identified best practices.
• Perceive information, linkages, and trends to apply this knowledge to assignments.
• Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.
• Read, comprehend, and apply technical information.
• Use collaborative skills to accomplish work as a team.
• Solve problems with large, complex, cross-functional systems and processes.
• Organize and prioritize multiple tasks and meet deadlines.
• Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
• Incite enthusiasm, influence, and motivate individuals and project teams without organizational authority.
• Provide a high level of customer service.
• Communicate effectively, both orally and in writing, with all organizational levels.

Education / Previous Experience :

• Bachelor's Degree in the specific business function of an assigned functional area or related field and a minimum of three (3) 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) to five (5) 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.

Licenses / Certifications :

None required.

Travel :

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 :

Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.

• 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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