Job Description

Job Description Summary

Job Description

Under general direction, uses extensive knowledge and skills obtained through education and experience to translate business strategy into work programs and processes for multi-function and/or more complex specialty work groups.

Leads large or multiple projects that are broad in scope. Mentors subordinates in performing difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions.

Collaborates with managers and supervisors to provide comprehensive solutions to complex problems. Results are evaluated at agreed upon milestones for effectives in achieving specified results. Extensive contact with internal and external customers may be required to identify, research, analyze and resolve complex issues.

Essential Duties and Responsibilities:

• Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff.
• Plans, assigns, monitors, reviews, evaluates and leads the work of subordinate managers and supervisors.
• Coaches and mentors subordinates, identifies training needs and approves development plans.
• Prepares and presents operational budgets for assigned functional area.
• Interprets, applies and recommends changes to organizational policies and procedures.
• Keeps abreast and maintains working knowledge of current business strategies.
• Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.
• Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as required.
• Balances conflicting resource and priority demands.
• •Ensures effective coordination occurs between assigned functional area and other areas.
• Identifies trends and implements corrective action as necessary.
• Uses financial data and performance indicators to establish control mechanisms and other improvement initiatives.

Knowledge, Skills, and Abilities:

Knowledge of:

• Advanced concepts, principles and practices of assigned functional area(s).
• Investment concepts, practices and procedures used in the securities industry.
• Principles of banking and finance and securities industry operations.
• Financial markets and products.

Skill in:

• Preparing and reviewing operational budgets.
• Interpreting and applying policies and procedures.
• Establishing operational objectives.
• Developing processes and procedures for efficient and timely work flow.
• Preparing management reports.
• Promoting effective coordination between multiple work groups and functional areas.
• Identifying trends and implementing appropriate corrective action.
• Establishing control mechanisms.
• Implementing process improvement initiatives.
• Operating standard office equipment and using required software applications.

Ability to:

• Perform human resource management activities.
• Plan, assign, monitor, review, evaluate and lead the work of others.
• Coach and mentor others.
• Balance conflicting resource and priority demands.
• Maintain currency in assigned area of responsibility.
• Partner with other functional areas to accomplish objectives.
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
• Incorporate needs, wants and goals from different business unit perspectives into operational processes.
• Gather information, identify linkages and trends and apply findings to operations.
• Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Prioritize and manage multiple priorities in a fast-paced, dynamically changing environment.
• Communicate effectively, both orally and in writing.
• Work independently as well as collaboratively within a team environment.
• Lead others in providing a high level of customer service.
• Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

Educational/Previous Experience Requirements:

Bachelor’s Degree (B.A.) in Business Administration and a minimum of six (6) years experience in operations, including two (2) years in a management position in the financial services industry.

~or~

An equivalent combination of experience, education, and/or training approved by Human Resources.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years, Manager Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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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