What are the responsibilities and job description for the Product Consultant-SBL position at Raymond James Financial Incorporated?

Job Summary

Under general supervision, uses knowledge and skills obtained through education and experience to implement opportunities for assigned products including product enhancements, and process improvements with potential for improved client / advisor service, increased operational quality, efficiency, and cost savings. Manages projects with small to moderate scope and impact. Supports projects with significant scope and impact. Works as part of a team on assignments that are broad in nature requiring originality and ingenuity. Works closely with SBL Product team to understand department priorities and issues and ensures that product enhancements address key opportunities and deficiencies. Partners with business development teams on product positioning and education. End results are evaluated for achieving goals and objectives.

Essential Duties and Responsibilities

Basic project management duties including project kick off, creation of project plans, baseline / project time management, task tracking, and reporting.
From a product manager perspective, may lead small project streams.
Lead projects from a planning perspective in the implementation and execution of technology, new products, product enhancements, and process improvements.
Supports with procedures and policy updates.
Assists with forms / application / legal agreement changes and updates. Ensures changes and updates are up to date with forms, applications, and legal agreements.
Develops and maintains SBL marketing materials, resources, and online content.
Conducts User Acceptance Testing.
Conducts production validation (which may occasionally require candidate to work hours outside of 9-5 including nights and weekends).
Assists in analyzing process and product improvement recommendations to ensure business cases are sound and that all options are addressed, and potential risks identified.
Develops and maintains relationships with other business units, inclusive of PCG, to help maintain the strategic partnership direction of SBL.
Assists in researching and resolving escalated advisor / client complaints.
Maintains currency on SBL industry changes, trends, process improvement techniques, methodologies and practices.
Performs other duties and responsibilities as assigned.

Qualifications :

Knowledge, Skills, and Abilities

Knowledge of

Principles, practices, concepts and procedures of securities-based lending, credit, banking and financial markets and products.

Basics of project management.

Basics of product management to include product development, implementation, automation, and ongoing maintenance.

Established organizational policies, strategies and procedures for RJB Securities Based Lending.

Skill in

Data analysis.

Critical thinking, problem solving, creativity.

Organizational skills, including a high level of accuracy and attention to detail.

Effective oral and written communications sufficient to convey details on SBL product and processes with all organizational level

Word processing, spreadsheet and typing sufficient to produce spreadsheets with basic formulas and business form letters and memos.

Promoting effective coordination between multiple work groups and functional areas.

Operating standard office equipment and using required software applications.

Ability to

Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.

Identify and recommend changes as appropriate to policies and procedures.

Work independently as well as collaboratively within a team environment.

Identify required tasks, develop timelines and execute.

Partner with other functional areas to accomplish objectives.

Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

Speak clearly and concisely and convey information clearly and effectively through oral or written communications.

Educational / Previous Experience Requirements

Education / Previous Experience

Bachelor's degree (BA) in finance, accounting, or business administration with zero (0) to two (2) years of experience related to margin, SBL, and / or credit. ~or~

An equivalent combination of education, training or experience

Licenses / Certifications

N / A

Raymond James Guiding Behaviors

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 outcome

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

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