Job Description Summary
Job Description
Under general supervision, applies experience and training to support RJFS Operations and Administration in driving execution, governance, and alignment across key initiatives and priorities.
Accountable for delivering projects of varying size, scope, and complexity, ranging from small initiatives to large, high-impact efforts with dispersed teams. Focuses on defining the project vision and developing planning documents, while managing implementation, reporting, and performance to ensure delivery on time, within budget, and aligned to scope.
The position offers direct exposure to senior leadership, and close partnership with experienced team members.
Responsibilities
Lead business-side delivery for projects and programs of varying size and complexity; define vision, communicate outcomes, and guide cross-functional teams (including dispersed resources) to achieve results.
Develop and manage integrated project and workstream plans, ensuring activities are well-defined, appropriately sequenced, and resourced to meet objectives in alignment with organizational project management standards.
Proactively manage risks, issues, dependencies, and constraints; escalate as needed and develop practical mitigation and recovery plans to maintain delivery commitments.
Establish and execute stakeholder engagement strategies to build strong partnerships, align expectations, and ensure appropriate representation and input across business and program stakeholders.
Define, track, and report on business outcomes and benefits; drive actions to maximize value realization and ensure alignment to intended business objectives.
Ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, archiving, and disposition of project information.
Plan, identify, monitor, analyze, and prioritize risks (threats and opportunities), create response plans, and manage the risk if it occurs.
Knowledge of
Raymond James systems, workflows, and cross‑departmental processes.
Operational practices within financial services and advisor‑facing environments.
Project management methodologies and change management principles.
Skills
Managing multiple projects and priorities simultaneously with strong attention to detail and follow-through.
Developing and maintaining documentation, timelines, and tracking tools to support effective execution.
Creating clear, concise, and well-structured materials, presentations, and communications.
Communicating effectively and professionally across teams and levels of the organization.
Collaborating cross-functionally to drive alignment, accountability, and results.
Using standard business tools (e.g., Microsoft Office Suite, Teams, PowerPoint, Excel, Smartsheet).
Certifications
PMP or equivalent certification highly preferred
Education
Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science
Work Experience
General Experience - 3 to 6 years
Education
Bachelor’s: Business AdministrationWork Experience
General Experience - 3 to 6 yearsCertifications
PMI Project Management Professional (PMP) - Project Management Institute (PMI)Travel
Less than 25%Workstyle
HybridThe 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-JM1Skills Required
- PMP or equivalent certification
- Bachelor's degree in Business Administration or Computer and Information Science
- 3 to 6 years of general experience in project management
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.
