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RJ Trust - Project Manager

Raymond James Financial, Inc.
Petersburg, FL Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 5/29/2025

Job Description

Job Summary :

Under administrative direction, uses extensive knowledge and skills obtained through education and experience to manage multiple high profile projects simultaneously, both large in size and broad in scope. Manages projects throughout the project lifecycle, from proposal and defining requirements to project planning and implementation, using extensive input from industry and / or business unit subject matter experts. Influences strategic direction and develops tactical plans with substantial latitude for independent actions or decisions. Provides comprehensive solutions to complex problems or needs. Maintains extensive contact with internal customers and subject matter experts.

Essential Duties and Responsibilities :

  • This role will report to the Chief Operating Officer with main focus supporting RJ Trust.
  • Collaborates with senior management team to build out strategic roadmap and identify project needs.
  • Manages relationships of key vendors.
  • Manages the prioritization of technology requests.
  • Conducts preliminary investigation for complex project requests. Ensures training plans are aligned with organizational priorities, business plans and objectives.
  • Provides a proactive interface for project stakeholders and senior management teams to ensure business requirements are completely and accurately defined. Ensures business applications are delivered.
  • Refines and implements project management methodologies, tools and practices to provide continuous process improvement.
  • Selects and manages cross functional project teams. Manages such teams throughout the project lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion.
  • Conducts interviews, compiles and analyzes responses, and creates business cases for projects.
  • Participates in root cause analysis in order to recommend appropriate actions to improve productivity and efficiency.
  • Uses financial data and performance indicators to identify trends and recommend correct action as necessary
  • Identifies and defines high-level business requirements, processes and deliverables.
  • Performs project risk assessments by identifying key risk factors, providing effective mitigation strategies and assigning contingency action plans to both schedules and budgets.
  • Serves as the liaison between internal customers and external suppliers. Communicates regularly with project stakeholders.
  • Performs project evaluations and participates in post-project quality monitoring including monitoring the Return on Investment (ROI) metrics
  • Performs other duties and responsibilities as assigned.

Qualifications

  • Read, analyze, interpret and apply information from common industry journals, financial reports, and legal documents.
  • Interpret and apply policies in order to identify and recommend changes.
  • Lead others to provide a high level of customer service.
  • Partner with other functional areas to accomplish objectives.
  • Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
  • Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes without organizational authority.
  • Communicate effectively, both orally and in writing, with all organizational levels.
  • Educational / Previous Experience Requirements :

  • Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of eight (8) to ten (10) years of relevant experience in project management in banking / financial service and / or trust industry required.
  • MBA or graduate degree preferred.
  • Any equivalent combination of experience, education and / or training approved by Human Resources.
  • Licenses / Certifications :

  • Project Management Professional Certification (PMP) preferred.
  • Education

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

    Work Experience

    Manager Experience - 7 to 12 months

    Certifications

    PMI Project Management Professional (PMP) - 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.

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