US-FL-St. Petersburg-Saint Petersburg
Senior Advisor, Supervision- Transformation (Remote)-2401174
Description
Department Overview
Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
The Supervision department partners closely with the business to proactively mitigate risk. Our department supports business units by managing activity/account reviews, product oversight, escalation/approvals and governance guided by specialized knowledge. Supervision is committed to supporting and protecting clients and the firm while preserving our culture, and adhering to our core values of client first, conservatism, independence and integrity.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
Job Summary
The Transformation & Strategy team uses knowledge and skills obtained through education, experience, specialized training and/or certification to manage multiple projects simultaneously, both large in size and broad in scope with an emphasis on data gathering, analysis and projections.
The ideal candidate will use extensive knowledge and skills obtained through education, experience, or specialized training to support the broader Supervision and Transformation & Strategy team. The associate will partner with stakeholders across Supervision to support, define and implement high-quality, data-driven reporting, support strategic initiatives, and complete complex assignments.
Essential Duties and Responsibilities
Identifies and executes dashboard development as outlined by management.
Performs and documents validation testing to confirm accuracy of reporting
Develops report visualizations in data analytics tool (Qliksense, Tableau)
Support team to plan, develop, and executeinitiatives in Supervision functions.
Analyzes results and presents them in a business friendly manner.
May plan, assign, and collaborate with the work of other associates.
Balances conflicting resource and priority demands.
Assist with Ad-hoc data inquiries and requests conduct research/analysis and effectively communicate findings.
Develops, prepares, presents, and maintains project plans including staffing requirements, cost estimates, and work breakdown structures and schedules.
Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Concepts, practices, and procedures of project management.
Concepts, principles, and procedures or securities industry and/or banking compliance or related fields.
Microsoft Office applications including Word, Excel, and PowerPoint
Experience working with Tableau or Qliksense preferred
General office practices, procedures, and methods
Skill in
Knowledge and experience with business intelligence tools Tableau, Qlik, etc.
Data analytics and reporting
Effective communication and presentation skills
Strong organization, planning, and time management.
Fluent in Microsoft Office applications Excel, PowerPoint, Visio, Word.
Understanding of machine learning and artificial intelligence preferred.
Project management skills and experience sufficient to successfully complete long and short-term projects
Clear and concise written and verbal communication as well as ability to create/maintain effective presentations
Ability to
Organize, self-manage, and track multiple detailed projects and responsibilities with frequently changing priorities in a fast-paced work environment
Communicate effectively, both orally and in writing.
Learn new software tools and systems thoroughly and efficiently.
Attend to detail while maintaining a big picture orientation.
Balance conflicting resource and priority demands.
Gather information, identify linkages and trends and apply findings to assignments.
Handles stressful situations and provide a high level of customer service in a calm and professional manner.
Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels.
Establish and maintain effective working relationships at all levels of the organization.
Work independently as well as collaboratively within a team environment.
Education/Previous Experience
Bachelor's degree (B.A/B.S.) in a related discipline or minimum of three (3) years of relevant experience.
Experience using data analytics tools, such as QlikSense and/or Tableau, is highly desired.
~OR ~
Any equivalent combination of experience, education, and/or training.
Licenses/Certifications
None required
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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.
Job
Compliance
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Supervision
Schedule
Full-time
Shift
Day Job
Travel
Yes, 5 % of the TimeSalary Range CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location)$80,000-$90,000Eligible for Discretionary BonusYes#LI-AF1