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
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.
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:
• 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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