Project Consultant

21 hours ago

Memphis, United States Raymond James Financial Services Full time

Description

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Memphis, TN, or Saint Petersburg, FL.

Job Summary

You will utilize your extensive knowledge and skills acquired through education and experience to identify, analyze, and document complex business requirements and processes. This will involve gathering specific and extensive input from industry and business unit subject matter experts. You will be working under limited supervision and participate in projects with significant scope and impact. Your role will require making judgments and recommendations based on analysis and knowledge and independently resolving complex problems using advanced skills and a thorough understanding of your area of work or specialty.

Essential Duties and Responsibilities

  • Collects and analyzes information, interviews subject matter experts (SMEs), observes operations, and uses business systems and processes knowledge to solve specific problems.

  • 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.

  • Tracks and collects performance and status information to develop reports and planning processes.

  • Collaborates with team members to define project scope(s) and objectives by gathering research and data using a demonstrated understanding of operations, systems, and industry requirements.

  • Develop an understanding of the business case behind all projects, including the motivating factors for all stakeholders.

  • Develops and maintains project schedules, prioritizes project tasks, and collaborates with other business units.

  • May serve as a functional subject matter expert (SME) to provide 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.

  • Consult with users to identify, analyze, refine, and document business requirements.

  • May serve as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation, and implementation of appropriate technology solutions.

  • May serve a dual role as the point of contact for both business users and technical staff to discuss and clarify business requirements and technical specifications.

  • Represent stakeholders on project teams and solve problems with large, complex, cross-functional systems and processes.

  • Partners with technical business units to research, analyze, and resolve system and process problems.

  • Locates, gathers and analyzes information to find potential solutions to issues and best practices. Evaluates the potential benefits of such solutions to the organization.

  • Assists in planning and implementing change initiatives.

  • Performs other duties and responsibilities as assigned.

Qualifications

Knowledge of

  • Functional, operational, and technical requirements of all assigned functional area(s) systems.

  • Concepts of risk management, issue tracking, change management, and requirements gathering.

  • Information technology support and technical documentation.

  • System analysis and business process modeling.

  • Principles of securities industry operations.

  • Business planning and analysis.

Skill in

  • Clarifying system interface requirements and relationships.

  • Creating and interpreting process maps and flowcharts.

  • Interpreting client input, clarifying issues, and developing solutions.

  • Conducting business processes and systems, feasibility, and cost justification analyses.

  • Prepared various reports, summaries, surveys, and written recommendations.

  • Project planning, reporting, and coordination across organizational lines.

  • Prepare and deliver written and oral presentations.

  • Operating standard office equipment and using required software applications.

Ability to

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

  • Incorporate needs, wants, and goals into project specifications from different business unit perspectives.

  • Attend to detail while maintaining a big-picture orientation.

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

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

  • Perceive information, linkages, and trends to apply this knowledge to assignments.

  • Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.

  • Solve problems with large, complex, cross-functional systems and processes.

  • Read, comprehend, and apply technical information.

  • Use collaborative skills to accomplish work as a team.

  • Organize and prioritize multiple tasks and meet deadlines.

  • Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

  • Incite enthusiasm, influence, and motivate individuals and project teams without organizational authority.

  • Provide a high level of customer service.

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

Education/Previous Experience

  • Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of two (2) to three (3) years of experience in defining and documenting business and technical requirements and processes.

OR ~

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

Licenses/Certifications

  • A certified Associate in Project Management (CAPM) is preferred.

  • No FINRA licenses are required.

Job: Administrative & Support Services

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Other Locations: US-TN-Memphis-Memphis

Organization Asset Management Services

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2402915

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