Project Consultant RJ Bank

Job Description Summary

Under limited supervision uses extensive knowledge and skills obtained through education and experience to identify analyze and document complex business requirements and processes using specific and extensive input from the industry and business unit subject matter experts. Participates in multiple projects with significant scope and impact. Makes judgements and recommendations based on analysis and knowledge. Applies advanced skills and thorough knowledge of area of work or specialty to resolve complex problems independently.

Essential Duties and Responsibilities

• Collects and analyzes information interviews subject matter experts (SMEs) observes operations and uses knowledge of business systems and processes to develop solutions to specific problems.

• Reviews operational procedures and methods maps current business processes defines and analyzes business activities conducts benchmarking activities to identify best practices and recommends changes for improvement.

• Tracks and collects performance and status information to develop reports and planning processes.

• Collaborates with team members to define project scope(s) and objectives by gathering research and data using a demonstrated understanding of operations systems and industry requirements.

• Develops an understanding of the business case behind all projects including the motivating factors for all stakeholders.

• Develops and maintains project schedules prioritizes project tasks and collaborates with other business units.

• May serve as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s).

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

• Consults with users to identify analyze refine and document business requirements.

• May serve as a liaison between client business units and technical business units by analyzing business and user needs defining requirements and representing the user in the design development validation and implementation of appropriate technology solutions.

• May serve a dual role as the point of contact for both business users and technical staff to discuss and clarify business requirements and technical specifications.

• Represents stakeholders on project teams and solves problems with large complex cross-functional systems and processes.

• Partners with technical business units to research analyze and resolve system and process problems.

• 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.

• Assists in planning and implementing change initiatives.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Functional operational and technical requirements of all systems used by assigned functional area(s).

• Concepts of risk management issue tracking change management and requirements gathering.

• Information technology support and technical documentation.

• System analysis and business process modeling.

• Principles of securities industry operations.

• Business planning and analysis.

Skill in

• Clarifying system interface requirements and relationships.

• Creating and interpreting process maps and flowcharts.

• Interpreting client input clarifying issues and developing solutions.

• Conducting business process and systems feasibility and cost justification analyses.

• Preparing various reports summaries surveys and written recommendations.

• Project planning reporting and coordination across organizational lines.

• Preparing and delivering written and oral presentations.

• Operating standard office equipment and using required software applications.

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.

Bachelors: Accounting Bachelors: Business Administration Bachelors: Finance

General Experience - 4 to 6 months

PMI Certified Associate in Project Management (CAPM) - Project Management Institute (PMI)

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 .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.

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