Product Manager | Wealth Management Technology

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 will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.

Job Description

The Product Manager will operate within the Wealth Management Technology group, which is focused on delivering tools and applications that support the lifecycle of planning & implementation. The associate will have knowledge and skills obtained through education and experience to identify, analyze, and document complex business requirements and processes using input from industry and/or business units. The associate will have the ability to work with increasing independence under guidance and collaboratively with other team members to progress the applications forward. Continuous learning of financial planning concepts, advisor use cases and internal technology functionality. Will assist in issue triage and escalation, partnering with team members to assess impact and prioritize fixes. The associate will have a general understanding of the project lifecycle within technology and an understanding of SDLC concepts including agile and waterfall methodologies.

Responsibilities:

• This is an individual contributor role in support of the Planning product(s). 

• This role works closely with Product Managers, Engineers, Designers and Business Stakeholders to execute against an established product roadmap.

• Assists in requirements gathering for Wealth Management technology, centered on the Financial Advisor practice. 

• Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, identifies best practices, and recommends changes for improvement. 

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

• Consults with stakeholders and supports user representation through design, development, validation, and release.

• Develops functional knowledge and may act as a subject matter expert (SME) resource over time to provide internal consulting services to assigned functional areas(s); coordinates activities with other functional areas and facilitates the implementation of cross-functional business system modules and/or enhancements.

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

• Assists in identifying requirements for each phase of testing and develops test plans and scripts, as required.

• Supports release planning and coordination, partnering with product and engineering leads to prioritize features and collaborates with other business units and technology teams as necessary for release management.

• Provides input for communications and documentation to support releases.

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

• Performs other duties and responsibilities as assigned.

Skills/Previous Experience:

• One (1) to three (3) years of experience supporting product, business analysis, or technology delivery efforts, including gathering requirements, assisting with systems analysis, process mapping, testing, and stakeholder collaboration is highly preferred.

Knowledge of the following highly preferred to required:

• Financial Services industry experience is preferred but not required, with a preference to knowledge of financial planning, goals based planning or cash flow planning.

• Strong analytical, communication, and collaboration skills with the ability to document requirements, participate in stakeholder discussions, and support delivery across cross-functional teams. 

• Aptitude to want to understand the root cause of issues.

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

• Information technology support and technical documentation.

• User acceptance testing principles, with the ability to develop test plans and scripts.

• Some travel may be required.

Ability to:

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

• 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.

• Provide a high level of customer service.

• Communicate effectively, both orally and in writing.

Growth & Development:

• Exposure to end-to-end product development within Wealth Management Technology.

• Mentorship from experienced Product Managers and Technology leaders.

• Opportunities to deepen knowledge of the financial industry, financial planning, and advisor-facing products.

• Progressively increase ownership of features and initiatives over time.

Licenses/Certifications:

• None required.

Education

Bachelor’s: Business Administration, High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

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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