Program Coordinator

Posted 2 Days Ago
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St. Petersburg, FL, USA
In-Office
Mid level
Financial Services
The Role
Coordinate and support implementation of programs (live, virtual, on-demand) by maintaining project schedules, documenting requirements, coordinating vendors/speakers, producing reports and materials, ensuring participant management, and improving scalable processes to deliver high-quality program experiences.
Summary Generated by Built In

Job Description Summary

Job Description

Responsibilities

  • Support coordination and implementation functions of PMGC Programs and services including on-demand programs, live programs, virtual programs, and consulting or coaching engagements.

  • Carry out delegated activities to support the production of workflows, workstreams and project plans that identify and organize all the activities needed to deliver project objectives and that comply with the organization's project management framework.

  • Supports program implementation and administration efforts.

  • Develops and maintains project schedules, prioritizes project tasks

  • Identify, elicit, establish and document project/process requirements.

  • Coordinate with speakers, vendors, partners or SMEs to ensure smooth event execution, including scheduling, set up logistics, material coordination and professional correspondence

  • Commitment to quality and consistency in participant tracking and participant management efforts, upheld by using systems, processes, tools and team-established protocols to deliver consistent and high quality experiences.

  • Organize and prepare documents and materials using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing information or data for special presentations reports.

  • Professional and accurate interactions with program participants to ensure ongoing and meaningful support and relationship building.

  • Upholds, refines and maintains scalable, efficient and successful processes that give rise to quality program implementation.

  • Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders. Supports long-term goals in daily activities.

  • Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements.

  • Performs duties in a way that supports coaches, consultants, teammates, and stakeholders.

  • Proactively 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.

  • May assist in planning and implementing change initiatives or enhancements.

  • Leverages technology and a process mindset to automate, scale and improve processes.

  • Draft project review reports and presentations, including key information, commentary, and recommendations, to support the review process and enable stakeholders to evaluate progress and agree on change.

  • Draft implementation plans and maintain documentation and traceability throughout project.

  • Pride in delivering a smooth experience for all involved, and upholding elements of the process that impact many areas of the business.

  • Performs other duties and responsibilities as assigned.

Skills

  • Prioritize components of a project, program, or portfolio work in context with risks, activities, stakeholders, etc. across the life of the project or program. Ability to juggle ongoing implementation needs with longer term planning and projects.

  • Leverage firm tools such as AECRM, Eloqua, Tableau, Project Management tools

  • Clarifying system interface requirements and relationships. Willingness and ability to develop system and tool expertise in order to maximize impact for the organization.

  • Creating and interpreting process maps and flowcharts.

  • Interpreting inputs or patterns, clarifying issues and developing solutions.

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

  • Project planning, reporting and coordination across organizational lines.

  • Preparing and delivering written and oral presentations internally.

  • Operating standard office equipment and using required software applications.

  • Measure and report on the status of milestones in order to deliver predefined project results.

  • Ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, archiving, and disposition of project information.

Ability to:

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

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

  • Attend to detail while maintaining a big picture orientation.

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

  • Ensure that all project activities have a 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 effectively, both orally and in writing, with all organizational levels.

Education and Experience:

  • Bachelor’s degree or equivalent experience in a related discipline.

  • Minimum of three (3) years of experience preferred

Education

Bachelor’s: Business Administration

Work Experience

General Experience - 3 to 6 years

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. 

#LI-JM1

Skills Required

  • Bachelor's degree or equivalent experience in a related discipline
  • Minimum of three (3) years of experience
  • Proficiency with AECRM
  • Proficiency with Eloqua
  • Proficiency with Tableau
  • Experience using project management tools and creating project plans/schedules
  • Strong written and oral communication, presentation, and stakeholder coordination skills
  • Proficient with standard office software (e.g., Microsoft Office) and office technology
  • Ability to prepare reports, summarize data, and document project/process requirements
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The Company
HQ: Saint Petersburg, FL
14,491 Employees
Year Founded: 1962

What We Do

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

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