Senior Program Manager

3 weeks ago

St Petersburg, United States Raymond James Financial Incorporated Full time
Job Summary

Job Summary

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to guide the Advisor Inclusion Networks through complex and multi-dime nsional change, with feedback and input from advisors and leadership. Provides overarching management of multi-million dollar, strategic, long-term initiatives that have significant impact on business growth and recruiting through supporting diverse advisors. Provides leadership and strategic guidance to cross-departmental stakeholders when executing advisor inclusion programs to ensure quantifiableobjectives are achieved.

Essential Duties and Responsibilities

Essential Duties and Responsibilities

Drive impact of Advisor Inclusion networks through a focus on: developing consistent processes, tireless execution of new initiatives, and strong communication of purpose and result

•Working closely with the Head of Advisor Inclusion and Private Client Group leadership, document strategy, goals, and roadmap for succe

Institute project tracking and progress communication approach

•Document desired outcomes of each project or program and match to quantifiable succe

•Prioritize initiatives based on ROI and impact across multiple network

•Evaluate existing programs and external partnerships and develop proposals to enhance them using pertinent data and feedback

•Build advisor education and client-facing resources to support diverse teams and an increasingly diverse client base

•Look for opportunities to collaborate with internal departments that can support network members and their growth, including, but not limited to: experienced advisor recruiting, succession planning, Advisor Mastery Program, and Private Wealth Advisor Program.

•Lead effort to organize advisor data across networks and draw out insights to inform decision making

•Craft executive talking points and provide regular program updates to various internal department

•Build inclusion network council toolkits for onboarding and offboarding to ensure smooth transitions and transfer of knowledge

Responsible for developing integrated program plans that detail program objectives, business case, structure, approach, budgets and schedules.

•Ensures successful delivery of programs by managing program-level schedules, communications, budgets, conflicts, potential risks and program scope.

•Provides oversight for project execution and provides strategic guidance to project teams as required.

•Synthesizes complex issues, risks, as well as financial and schedule implications into summaries for senior and executive management.

•Forecasts and manages program resource needs, directs resources assigned to the program. and makes cross-project prioritization decisions.

•Ensures program staff is appropriately trained and managed. Provides associate feedback, training, counseling and performance assessments.

•Performs Human Resources activities to support team members as required.

•Proposes, implements and facilitates program governance structures.

•Builds and maintains strong relationship with clients, stakeholders, steering committees and sponsors to ensure stakeholder groups align to meet the client's needs.

•Conducts feasibility studies that include detailed analyses such as scenario evaluations, "build vs. buy" analysis and cost implication analysis.

•Manages cross-initiative dependencies and constraints.

•Manages relationships with external vendors and contractors.

•Represents Executive Sponsor throughout day-to-day program activities and decisions.

•Participates in the development of the firm's program delivery processes and tools.

•Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilities

Knowledge of

•Advanced concepts, practices, and principles of program and project management.

•Advanced concepts of risk, issue and change management.

•Business planning and analysis.

•Business process reengineering.

•Principles of finance, accounting, budgeting, and cost control policies and procedures.

•Principles of procurement, contract and vendor management.

Skill in

•Managing large scale change management throughout its lifecycle.

•Managing capabilities and data across cross-functional business teams, processes, and technologies.

•Conducting research as well as developing and documenting business cases.

•Developing, preparing, and maintaining program plans.

•Creating and delivering effective presentation

•Establishing working relationships with business units.

•Refining and implementing program management methodologies, tools and practices.

•Sourcing feedback from a variety of stakeholders and deciphering key aspects to build into initiative

•

•

•Implementing strategies and tactical plans across organizational lines.

•Identifying and managing program and project resource needs.

•Prioritizing different

Ability to

•Plan, prioritize, assign, monitor, review, evaluate and lead the work of others.

•Build strong working relationships with teams, stakeholders and senior management.

•Identify, lead and develop team members.

•Analyze work and resource needs to develop comprehensive and accurate plans to meet program objectives.

•Develop solutions that address meaningful issues for stakeholders represented.

•Communicate effectively, both orally and in writing, with all organizational levels.

•Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the program specifications.

•Assess alternatives and identify appropriate approaches to execute initiatives.

•Solve complex problems and model the business and financial impact of proposed scenarios.

•Identify program stakeholders and analyze their needs appropriately.

•Ensure that all project activities have a focus on quality and adhere to any identified best practices.

•Prioritize and manage multiple work efforts in a fast-paced and dynamically changing environment.

•Attend to detail while maintaining a big picture orientation.

Educational/Previous Experience Requirements

Education/Previous Experience

•Bachelor's degree in the specific business function of assigned functional area or related field and ten (10) years of relevant experience including a minimum of two (2) years of Program Management experience required.

•MBA or graduate degree preferred.

•OR ~

•Any equivalent combination of experience, education and/or training approved by Human Resources.

Licenses/Certifications

Licenses/Certifications

Travel

Travel Required

Travel Required:Yes, 5 % of the Time

Add something about 3 days in office per week

Raymond James Guiding Behaviors

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 outcome

•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

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