Senior Manager, Business Process Innovation

Posted 22 Days Ago
Be an Early Applicant
St. Petersburg, FL
In-Office
Senior level
Financial Services
The Role
Manage major process improvement initiatives across multiple areas to enhance efficiency, coach teams, and develop solutions for complex issues.
Summary Generated by Built In

Job Description Summary

Under general direction, with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to manage major process improvement initiatives across multiple functional areas to meet organizational efficiency objectives. Leads major projects, programs or processes with significant business impact involving cross-functional teams. Influences strategic direction and develops tactical plans and completes complex assignments with substantial latitude for un-reviewed actions or decisions. Extensive contact with internal customers at all levels and advisors is required, to provide comprehensive solutions to complex problems or needs.

Job Description

Essential Duties and Responsibilities

  • Consults with management and other process owners, including branches, to identify and define process improvement opportunities.
  • Develops and presents business cases to senior management sponsors.
  • Drives process improvements, including identifying causes of process inefficiencies, designing process re-engineering solutions, and developing business and technical requirements.
  • Works with product managers and information technology groups to create system requirements that will facilitate processes; moves projects through to implementation.
  • Leads, coaches, mentors, and trains others in using established process improvement methodology.
  • Maintains regular contact with internal customers to identify, research, and resolve issues.
  • Ensures effective coordination occurs between assigned functional area(s) and other areas.
  • Prepares and delivers written and oral presentations to senior management, including periodic reporting on work progress, project completions and additional ad-hoc reporting as required.
  • Ensures policies, procedures, and regulatory requirements are considered in process reviews.
  • Operates standard office equipment and uses required software applications.
  • Performs other duties and responsibilities as assigned.

Knowledge of

  • Company’s working structure, policies, mission, and strategies.
  • Project management methodology.
  • Process improvement analysis and business process management.
  • Principles of finance and securities industry operations.
  • Financial markets and products.
  • Performance management.

Skill in

  • Analyzing business processes and identifying process improvement opportunities.
  • Developing complex business cases.
  • Developing and implementing process improvement methodology.
  • Implementing processes and procedures for efficient and timely work flow.
  • Preparing management reports.
  • Promoting effective coordination between work groups.
  • Translating broad concepts into specific actions and related success metrics.
  • Operating standard office equipment and using required software applications.

Ability to

  • Lead, coach, mentor, and train others.
  • Provide strategic vision and translate strategy and vision into actions and related success measures.
  • Thrive under pressure and adapt to conflict situations.
  • Partner with other functional areas to accomplish objectives.
  • Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
  • Incorporate needs, wants and goals from different business unit perspectives into operational processes.
  • Read, interpret, analyze and apply information from job-related publications.
  • Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
  • Interpret and apply policies and identify and recommend changes, as appropriate.
  • Prioritize and manage multiple projects and priorities in a fast-paced, dynamically changing environment.
  • Communicate effectively, both orally and in writing.
  • Work independently as well as collaboratively within a team environment.
  • Lead others in handling change and stressful situations and providing a high level of customer service in a calm and professional manner.
  • Establish and maintain effective working relationships at all levels of the organization.
  • Maintain currency in process improvement techniques, methodologies, and practice.

***SIE not required***

Education

Bachelor’s: Business Administration/Management, Bachelor’s: Economics, Bachelor’s: Finance

Work Experience

General Experience – 10 to 15 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

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-AT1

Top Skills

Financial Markets
Financial Products
Process Improvement Methodology
Project Management Methodology
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The Company
St 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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