Raymond James Financial, Inc

Senior Project Manager I

Raymond James Financial, Inc$90K — $120K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration or equivalent experience
  • Minimum of 5 years experience in project management
  • Strong organizational and coordination skills
  • Ability to work autonomously with a focus on project vision
  • Experience in leveraging tools like AECRM, Eloqua, Tableau for project management

Responsibilities

  • Lead and coordinate large or multiple project teams, defining vision and desired outcomes
  • Iterate and improve program coordination structures for better efficiency
  • Manage logistics for virtual and in-person program executions
  • Ensure quality participant tracking and management for high-quality experiences
  • Develop and maintain project schedules, prioritizing tasks based on project demands

Benefits

  • Comprehensive medical, dental and vision coverage
  • Life and critical illness insurance
  • Disability benefits
  • Generous paid time off including vacation and parental leave
  • Retirement savings plan
  • Hybrid workstyle offering flexibility
  • Support for professional development and growth opportunities
Full Job Description
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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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