Senior Product Manager - Advisor Technology

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

Job Description Summary

Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days are 3 days per week (including a Monday or Friday), in our St Petersburg, FL Corporate Office.

This role is not eligible for Work Visa sponsorship, either currently or in the future.

Job Description

As part of the Advisor Technology group, the Sr Product Manager will focus on delivering tools and applications that support the advisor and support staff's day-to-day branch operations. The associate will have extensive knowledge and skills obtained through education and experience which will be 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. The associate will coordinate projects across multiple departments and business units that have an enterprise impact.

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 subject matter experts (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 business units and technology teams as necessary for release management.
• 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, models, and/or enhancements.
• May serve 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. This includes developing rollout plans, training IT and operational support areas, and assisting in communications and documentation to support releases.
• Assists in identifying requirements for each phase of testing and develops test plans and scripts, as required.
• 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/Previous Experience

• Three (3) to five (5) 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.

Knowledge of the following highly preferred to required

• Knowledge of financial services, wealth management, and financial professionals' day-to-day operations and technologies.
• Concepts of risk management, issue tracking, change management, and requirements gathering.
• Information technology support and technical documentation.
• Business planning and analysis-with a demonstrated ability to develop a product strategy and deliver detailed business requirements based on that strategy.
• 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.

Ability

• Explore and apply artificial intelligence (AI), and new ways of working to improve problem-solving, decision‑making, collaboration, and delivery effectiveness.
• Facilitate information-ga