Senior Product Manager, Advisor Tech (Hybrid)

Raymond James & Associates; Saint Petersburg (FL); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Raymond James & Associates in Saint Petersburg, FL is seeking a Sr Product Manager in the Advisor Technology group to drive tools and applications that support the advisor and staff's day-to-day branch operations. The role requires translating complex business needs into clear requirements and coordinating across multiple departments to deliver enterprise solutions.

The successful candidate will act as SME, drive release planning, and collaborate with IT, compliance, legal, and business units to

Qualifications

• Three to five years of experience in a product management role, ideally working with enterprise teams navigating complex systems.
• Experience 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 is highly preferred.
• Financial services / wealth management experience preferred.

Responsibilities

• Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions.
• Reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; conducts benchmarking activities to identify best practices; and recommends changes for improvement.
• Defines project scope and requirements by collecting and analyzing information, interviewing SMEs, observing operations, and using knowledge of business systems and processes.
• Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders.
• Develops and maintains release schedules, working with the technology team to prioritize features; collaborates with other units for release management.
• Serves as a functional SME; provides internal consulting services to assigned functional area(s); coordinates activities with other functional areas; and facilitates cross-functional modules and enhancements.
• May serve as a dual role as the point of contact for both business users and technical staff to discuss and clarify the interpretation of business requirements to technical specifications.
• Partner with stakeholders such as financial advisors, operations, and legal and compliance to research, analyze and resolve business problems/opportunities.
• Drives/leads efforts to plan and implement change initiatives, including rollout plans, training, and communications for releases.
• Assists in identifying requirements for each phase of testing and develops test plans and scripts.
• Prepares and delivers written and oral presentations to project stakeholders and presents at conferences and events, both one-on-one and in classroom settings.

Skills

Product management

Enterprise systems

Business analysis

Problem solving

Cross-functional collaboration

Job description

Raymond James & Associates in Saint Petersburg, FL is seeking a Sr Product Manager in the Advisor Technology group to drive tools and applications that support the advisor and staff's day-to-day branch operations. The role requires translating complex business needs into clear requirements and coordinating across multiple departments to deliver enterprise solutions.

The successful candidate will act as SME, drive release planning, and collaborate with IT, compliance, legal, and business units to