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PMGC Operations Manager
PMGC Operations ManagerRaymond James Financial • Saint Petersburg, FL, US
PMGC Operations Manager

PMGC Operations Manager

Raymond James Financial • Saint Petersburg, FL, US
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  • [job_card.full_time]
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Practice Management & Growth Consulting Program Development & Operations Manager

The Practice Management & Growth Consulting (PMGC) organization is focused on supporting advisors and their teams at every stage of the advisors' lifecycle through programs, solutions, coaching and consulting. This role is part of the PMGC Program Development & Operations Department, which focuses on supporting PMGC with the strategic management, implementation, operations, growth and reporting of all PMGC programs and initiatives.

Job Description

  • Ensures the smooth and efficient functioning of Practice Management & Growth Consulting daily operations
  • Develops processes and systems for efficient program operations, consistent delivery, and scalability
  • Supervises, mentors, and evaluates operations staff, fostering a culture of teamwork and accountability
  • Establishes an efficient framework for the entire PMGC to leverage and benefit from
  • Monitors workflow, resource allocation, and project timelines to ensure targets are met
  • Identifies areas for process improvement; leads initiatives to streamline operations and reduce costs
  • Coordinates cross-departmental projects, supporting communication and collaboration throughout the organization
  • Partners with PMGC Program Development & Operations Department leaders, and other program leaders, to deliver programs, manage participants, optimize capacity across the organization
  • Leverages a range of skills and expertise to implement streamlined and transformative solutions to complex operational challenges

Skills in :

  • Proven track record of leading teams and projects to successful completion, autonomously
  • Works at an advanced level to express ideas, request actions, formulate plans, processes & policies by means of clear and effective verbal communications
  • Skills in AECRM, Eloqua, and Project Management preferred
  • Facilitating strategic planning processes
  • Experience planning, running, and managing large scale projects with overlapping timelines
  • Expertise in the creation, deployment, and maintenance of program deliverables
  • Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve higher efficiencies. Typically works autonomously to lead results
  • Works at an advanced level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required
  • 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.
  • Education

  • Bachelor's : Business Administration, Bachelor's : Communications, Bachelor's : Finance
  • Work Experience

  • General Experience - 6 to 10 years, Manager Experience - 3 to 6 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.

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