Senior Product Manager | Advisor Technology

Sr Product Manager

Manages scrum teams to transfer the project / product vision to design, development, and delivery. Guides the team through the product backlog toward building the right product, considering the vision, planning, and budgets of the business, customers, or use.

Job Summary :

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, specifically focused on Client Onboarding and Maintenance. 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 :

Knowledge of the following highly preferred to required :

Ability to :

Licenses / Certifications :

Education :

Bachelor's : Business Administration, Bachelor's : Computer and Information Science, High School (HS) (Required)

Work Experience :

General Experience - 3 to 6 years

Salary Range : $80,000.00-$115,000.00

Travel : Less than 25%

Workstyle : Hybrid

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.