Project Consultant - RJ Bank

Job Title

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.

Education/Previous Experience

• Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of two (2) to three (3) years of experience in defining and documenting business and technical requirements and processes.
• OR ~
• Any equivalent combination of experience, education and/or training approved by Human Resources.

Licenses/Certifications

• Certified Associate in Project Management (CAPM) preferred.
• Appropriate series license(s) for assigned functional area or the ability to obtain within an established timeframe.

Travel Required:

• No

Education

Bachelor's: Business Administration, Bachelor's: Computer and Information Science, Bachelor's: Construction Management

Work Experience

General Experience - 4 to 6 months

Certifications

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

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.