Senior Project Manager I

Posted 5 Days Ago
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St. Petersburg, FL, USA
In-Office
Senior level
Financial Services
The Role
Lead large, complex programs end-to-end: define vision, develop plans and schedules, coordinate cross-functional teams and vendors, manage risks and stakeholders, run virtual and in-person event logistics, track participant experience and program benefits, and continuously improve processes using CRM, marketing automation, and analytics tools.
Summary Generated by Built In

Job Description Summary

Job Description

Accountable for large and comprehensive projects of high complexity and varied scope, across a large, dispersed team. Focuses on the creation of the project vision, developing planning documents and overseeing / managing the implementation, reporting, and performance of the overall projects and programs with the expectation of delivering on time, with excellence, within budget, maximum impact, and to scope. Ensure high quality implementation of Practice Management & Growth Consulting’s Programs and Services, including but not limited to: implementation needs, logistics and coordination, workflows and systematized processes, seamless and quality participant experience, and ensuring coaches and management are equipped and informed.

Responsibilities

  • Lead and coordinate across large project or program teams (or multiple small- to medium-sized teams); define the project vision, communicate the necessary outcomes, establish systems and processes to ensure desired outcomes, and provide guidance to achieve these outcomes; coordinate team actions across project activities; coordinate the flow of additional team members on and off the team, as needed; and build the capability of the team through training, coaching, and mentoring.

  • Constantly iterate and improve program coordination structure and efforts to ensure we are scaling our efforts and operating with strategic integration and efficiency.

  • Lead the coordination and implementation logistics for multiple programs both virtual and in person to ensure high level of execution and consistency across programs.

  • Committed to quality participant tracking and participant management using systems, processes, tools and team-established protocols to deliver consistent and high quality experiences.

  • Interacts with program participants to ensure ongoing and meaningful support and relationship building.

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

  • Develops and maintains project schedules, prioritizes project tasks

  • Liaise between home office and external partners and vendors to execute deliverables, including onsite events, virtual events, or program/participant deliverables and needs.

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

  • Build relationships with wide variety of partners and departments to meet business needs.

  • Support continuous program implementation & improvement.

  • Create, prepare and deploy program communications and materials

  • Ability to manage ongoing implementation and improvement of multiple programs, while developing new projects and programs from a project management and implementation perspective.

  • Ability to establish, build and maintain systems that give rise to consistent, scalable outcomes.

  • Manage the production of project and workstream plans, ensuring that all activities are identified, are appropriately organized and resourced to deliver project objectives, and comply with the organization's project and program management framework.

  • Ensure that risks, issues, dependencies, and constraints are managed appropriately at project level. Where risks or issues threaten delivery of the project, develop and agree on recovery plans.

  • Develop and implement stakeholder engagement strategies and plans across the program to identify relevant stakeholders, to create mutually supportive working relationships, and to ensure that each stakeholder has an appropriate share of voice at both project and program levels.

  • Develop and manage the delivery of a plan to evaluate and track business benefits and to identify actions needed to maximize them.

  • Takes 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

  • Ability to work autonomously to execute project vision

  • Ability to work in the details while also thinking long-term and holistically about programs, projects, and implementation priorities

  • 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.

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

  • Plan and manage small project work assignments within desired cost, time and quality parameters.

  • Plan, identify, monitor, analyze, prioritize and manage through gaps, opportunities or challenges.

  • 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/Previous Experience

  • Bachelor’s degree (B.A./B.S.) from four-year college or university.

  • OR ~

  • An equivalent combination of education, training, or experience.

  • Minimum of 5 years experience

Education

Bachelor’s: Business Administration

Work Experience

General Experience - 3 to 6 years

Certifications

Other Certification Not Listed - Other

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 (B.A./B.S.) or equivalent combination of education, training, or experience.
  • Minimum of 5 years of project/program management experience.
  • Experience leading large, complex programs and implementing multiple projects concurrently, including virtual and in-person events.
  • Proficiency with AECRM, Eloqua, Tableau, and standard project management tools.
  • Experience managing stakeholder engagement, risk/issues management, schedules, and program benefits tracking.
  • Relevant professional certification (other certification noted on posting).
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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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