Job Description Summary

Job Description

Manages a small team and supports product management contribution to strategy development, the translation of set strategies into product or service definitions, the coordination of product distributions, sales, marketing, education, and the evaluation of the product and services portfolio. Regular contact with internal customers and external information sources is necessary to obtain, clarify, or provide accurate facts and information.

Responsibilities:

Contribute to the development and implementation of product management strategy for Asset Management Services, anticipating complex issues, challenges, and opportunities and ensuring integration with wider department, PCG, and firm strategy.
Evolve the AMS growth strategy for anticipating complex issues, challenges, and opportunities. Ensure the plan is successfully implemented and meets medium-term business needs.
Take responsibility for developing and delivering the strategic planning approach for AMS.
Take responsibility for developing and delivering a major part of the organization's product development program.
Participate in the development of corporate strategy, applying functional expertise to test the viability of the plan and contributing creative ideas and insights to support the strategy formation process.
Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.
Identify and manage stakeholders up to and including top management level throughout the firm's organization, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
Manage and report on the performance of the function/business area; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
Identify the capabilities needed to meet the current and emerging business needs of a significant business area through analysis and feedback from key constituents, evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.
Provide authoritative specialist advice to the leadership team of AMS to guide the implementation of policy and the design and implementation of projects and change initiatives.

Skills:

Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Operates as a recognized expert to shift into and out of mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to meet business objectives efficiently.
Uses expertise to act as organizational authority on strategic planning.
Uses expertise to act as organizational authority on developing and implementing policies.
Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives.
Acts as the organizational authority and established expert on costing, budgeting and finance tasks.
Applies expertise to serve as the organizational authority on conducting research and analyzing data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision-making.
Uses expertise to act as the organizational authority on managing projects and/or programs within desired cost, time and quality parameters.
Operates as a recognized expert to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically known as a subject matter authority.
Applies expertise to act as the organizational authority on analyzing the business requirements that IT solutions must meet.
Operates as a recognized expert to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically known as a subject matter authority.
Operates as a recognized expert to manage multiple unrelated projects (not an integrated program) with possibly different life cycle frameworks such as traditional, agile, or a hybrid. Typically known as a subject matter authority.
Negotiates as the organizational authority and established expert to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
Uses expertise to act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Operates as a recognized expert to lead facilitated sessions for requirements elicitation, focus groups, and user acceptance testing. Typically known as a subject matter authority.
Operates as a recognized expert to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically known as a subject matter authority.

Education and Experience:

Bachelor's degree in accounting, Business Administration, Finance or similar analytical program and 10 to 12 years of relevant experience required. MBA preferred, other relevant designations a plus.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, Bachelor's (Required)

Work Experience

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.

Raymond James Financial, Inc.

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