Digital Process Improvement Sr. Operations Manager - St. Petersburg, FL

Raymond James & Associates; Saint Petersburg (FL); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Raymond James & Associates in Saint Petersburg, FL seeks an Operations Manager to lead multiple departments within processing units, aligning process improvements with strategic goals. This hybrid role combines in-office collaboration at HQ with remote work flexibility.

You will drive roadmaps, oversee critical teams like Smart Forms and PDF Forms, and mentor staff to meet annual objectives while partnering with IT, business units, and vendors.

Qualifications

• Minimum Bachelor's degrees in accounting, business administration, or finance.
• HS diploma required.
• Experience in financial services is preferred.

Responsibilities

• Manage a significant operational area for the organization.
• Oversee short- and medium-term service operations for several departments or units.
• Oversee Smart Forms and PDF Forms teams, including roadmaps and enhancements.
• Develop and manage product and technology roadmaps with business units, IT, and vendors.
• Communicate internal plans and link to organizational mission.
• Identify opportunities to improve processes via technology and standardization.
• Lead performance reporting and accountability for direct reports.

Skills

Verbal communication

Client service

Process optimization

Strategic planning

Product management

Stakeholder management

Education

Accounting degree

Business Administration degree

Finance degree

High School Diploma

Job description

Job Description Summary

Manage the development and implementation of processes, systems, and infrastructure to ensure a high quality and timeliness of operations in areas such as account services, international securities, transaction processing, or loan support/credit approval. Manage several departments of a processing unit or the entire unit.

Provide leadership and oversight of operational products, technologies, and processes, including strategic roadmap development, system enhancements, and continuous improvement initiatives.

Job Description

This hybrid-friendly position offers the flexibility of remote work combined with the benefits of in-person collaboration, requiring three days per week in-office at our St. Petersburg, FL corporate headquarters.

Responsibilities

• Manage a significant operational area for the organization.
• Manage short- and medium-term service operations for several departments or units.
• Oversee the Smart Forms and PDF Forms teams, including the management of associated technologies, product roadmaps, system enhancements, and ongoing operational support.
• Establish and manage product and technology roadmaps, partnering with business units, IT, and vendors to prioritize enhancements, address system challenges, and support evolving business needs.
• Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
• Identify opportunities to improve operational processes through technology, automation, and standardization, while ensuring solutions align with business objectives and operational needs.
• Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Skills

• Operates as a recognized expert to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically known as a subject matter authority.
• Operates as a recognized expert to deliver required services to clients to the required standards. Typically known as a subject matter authority.
• Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve higher efficiencies. Typically works independently and provides guidance.
• Works at an advanced level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works independently and provides guidance.
• Demonstrates advanced knowledge of product management, technology roadmaps, and operational process improvement, with the ability to translate business needs into actionable priorities.
• Builds effective partnerships across business units, technology teams, and external vendors to manage priorities, resolve issues, and drive continuous improvement.

Licenses/Certifications

SIE required or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.

Series 99 required, or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.

Education

• Bachelor's - Completed: Accounting
• Bachelor's - Completed: Business Administration
• Bachelor's - Completed: Finance
• High School (HS) - Completed (Required)

Work Experience

General Experience - 10 to 15 years, Manager Experience - 6 to 10 years

Certifications

s99 - Operations Professional Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

Benefits and Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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