Job Summary

Job Summary

As a dedicated role within the Raymond James Financial Data Governance function, the Data Governance Product Specialist works directly with operational lines of business (i.e., RJ Bank) to carry out objectives in the implementation and maintenance of the firm’s data governance program, specifically supporting the data governance needs of and stemming from the Banks. The Data Governance Product Specialist uses judgment, knowledge and skills obtained through experience and training to support cross-functional efforts and in carrying out tasks and assignments stemming primarily from RJF’s preparations for additional regulatory requirements under an anticipated change to Large Financial Institution (LFI) status. May deal with complex and variable issues with substantial potential impact. Anticipates challenges and resolves or recommends solutions to complex problems.

Essential Duties and Responsibilities

Essential Duties and Responsibilities

As a member of the team charged with supporting RJF’s readiness for LFI compliance, coordinates business-unit-level data stewardship to identify and resolve all types of data issues, and to promote optimal data quality and completeness of data. Coordinates business-unit-level data stewardship for additional data governance objectives, including the development and maintenance of the Data Lake and the standup of general data governance best practices within system processes considered significant but not scoped into other initiatives.Collaborates with IT, the Finance Project Management Office, Enterprise Data Management and others on data management initiatives, including but not limited to building and maintaining process-level data dictionaries, syncing with the enterprise data glossary, documenting data lineage and developing data quality controls. Assist in initial data quality testing and data remediation efforts as needed.Integrate Banking data into the overall, comprehensive data governance repository, to ensure completeness of the data definitions, ownership, business rules, data lineage, data quality controls, results, and remediation efforts, as well as other characteristics governing critical data elements, key metrics and key reports.Integrate Banking into the Corporate Data Governance’s data quality efforts and initiatives, to develop and deploy policies and procedures, cultural changes, communications strategies, training documents, process redesign, and tool implementation as needed.Use tools to create dashboards, reports and visualizations of relevant metrics to work with business units and other corporate teams to monitor the quality of data.Work with business functions to define and communicate data standards, policies, frameworks and procedures to ensure a common business vocabulary and consistent information to leverage data cross-functionally.Ensure Data Governance processes are developed and clearly communicated, with an eye to continuous performance measures, and work closely with the Corporate Data Governance team to contribute best practices, standards, policies, procedures and processes to optimize data management.Create documentation to be used by the appropriate groups and departments to resolve data issues, as well as keeping Raymond James leadership informed on the state of data management efforts.Maintains meeting notes, task assignments, and status updates pertaining to the pursuit of strategic objectives. Performs other duties and responsibilities as assigned.

Job Summary

Job Summary

As a dedicated role within the Raymond James Financial Data Governance function, the Data Governance Product Specialist works directly with operational lines of business (i.e., RJ Bank) to carry out objectives in the implementation and maintenance of the firm’s data governance program, specifically supporting the data governance needs of and stemming from the Banks. The Data Governance Product Specialist uses judgment, knowledge and skills obtained through experience and training to support cross-functional efforts and in carrying out tasks and assignments stemming primarily from RJF’s preparations for additional regulatory requirements under an anticipated change to Large Financial Institution (LFI) status. May deal with complex and variable issues with substantial potential impact. Anticipates challenges and resolves or recommends solutions to complex problems.

Essential Duties and Responsibilities

Essential Duties and Responsibilities

As a member of the team charged with supporting RJF’s readiness for LFI compliance, coordinates business-unit-level data stewardship to identify and resolve all types of data issues, and to promote optimal data quality and completeness of data. Coordinates business-unit-level data stewardship for additional data governance objectives, including the development and maintenance of the Data Lake and the standup of general data governance best practices within system processes considered significant but not scoped into other initiatives.Collaborates with IT, the Finance Project Management Office, Enterprise Data Management and others on data management initiatives, including but not limited to building and maintaining process-level data dictionaries, syncing with the enterprise data glossary, documenting data lineage and developing data quality controls. Assist in initial data quality testing and data remediation efforts as needed.Integrate Banking data into the overall, comprehensive data governance repository, to ensure completeness of the data definitions, ownership, business rules, data lineage, data quality controls, results, and remediation efforts, as well as other characteristics governing critical data elements, key metrics and key reports.Integrate Banking into the Corporate Data Governance’s data quality efforts and initiatives, to develop and deploy policies and procedures, cultural changes, communications strategies, training documents, process redesign, and tool implementation as needed.Use tools to create dashboards, reports and visualizations of relevant metrics to work with business units and other corporate teams to monitor the quality of data.Work with business functions to define and communicate data standards, policies, frameworks and procedures to ensure a common business vocabulary and consistent information to leverage data cross-functionally.Ensure Data Governance processes are developed and clearly communicated, with an eye to continuous performance measures, and work closely with the Corporate Data Governance team to contribute best practices, standards, policies, procedures and processes to optimize data management.Create documentation to be used by the appropriate groups and departments to resolve data issues, as well as keeping Raymond James leadership informed on the state of data management efforts.Maintains meeting notes, task assignments, and status updates pertaining to the pursuit of strategic objectives. Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

· Concepts, principles and practices of data management and governance and internal controls.

· Principles of banking industry operations, and familiarity with accounting and finance related topics.

· General familiarity with Banking risk and control framework.

· Concepts of business analytics, as well as existing capability (or ability to learn) end user productivity and business intelligence tools such as Python, Tableau, Qlik, PowerBI, Team, SharePoint, etc.

· Data models and taxonomies, with deep skills in data quality

Skill in

· Understanding, documenting, and explaining information process flow, as well as working with data sets efficiently while maintaining documented proofs of source, accuracy and completeness.

· Understanding, interpreting, researching, defining, and documenting policies and procedures and regulatory requirements.

· Coordinating with multiple parties and individuals to achieve operational objectives, including navigating competing priorities across functions. Strong interpersonal skills are required in order to build positive relationships conducive to maintaining both collaboration and accountability.

· Launching and leading project initiatives, including pioneering new territory.

· Preparing management reports.

Ability to

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

· Partner with other functional areas to accomplish objectives. Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. Incorporate goals and objectives into operational processes.

· Communicate effectively, both orally and in writing.

· Work independently as well as collaboratively within a team environment.

· Establish and maintain effective working relationships at all levels of the organization.

· Balance conflicting resource and priority demands while managing multiple, varying deadlines.

· Read, interpret, analyze and apply information from job-related publications.

· Interpret and apply policies.

· Able to tolerate and operate in areas of uncertainty and ambiguity.

· Self-confidence, high energy, and tenacity in bringing issues to closure.

Educational/Previous Experience Requirements

Education/Previous Experience

· Bachelor’s Degree and three (3) years’ experience in accounting, finance, regulatory or data governance operations, in the financial services industry, specifically in the Banking area.

· OR ~

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

Licenses/Certifications

Licenses/Certifications

· None required

Travel

Travel Required

Travel Required: No

Disclaimer

Disclaimer

Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

Knowledge, Skills, and Abilities

Knowledge of

· Concepts, principles and practices of data management and governance and internal controls.

· Principles of banking industry operations, and familiarity with accounting and finance related topics.

· General familiarity with Banking risk and control framework.

· Concepts of business analytics, as well as existing capability (or ability to learn) end user productivity and business intelligence tools such as Python, Tableau, Qlik, PowerBI, Team, SharePoint, etc.

· Data models and taxonomies, with deep skills in data quality

Skill in

· Understanding, documenting, and explaining information process flow, as well as working with data sets efficiently while maintaining documented proofs of source, accuracy and completeness.

· Understanding, interpreting, researching, defining, and documenting policies and procedures and regulatory requirements.

· Coordinating with multiple parties and individuals to achieve operational objectives, including navigating competing priorities across functions. Strong interpersonal skills are required in order to build positive relationships conducive to maintaining both collaboration and accountability.

· Launching and leading project initiatives, including pioneering new territory.

· Preparing management reports.

Ability to

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

· Partner with other functional areas to accomplish objectives. Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. Incorporate goals and objectives into operational processes.

· Communicate effectively, both orally and in writing.

· Work independently as well as collaboratively within a team environment.

· Establish and maintain effective working relationships at all levels of the organization.

· Balance conflicting resource and priority demands while managing multiple, varying deadlines.

· Read, interpret, analyze and apply information from job-related publications.

· Interpret and apply policies.

· Able to tolerate and operate in areas of uncertainty and ambiguity.

· Self-confidence, high energy, and tenacity in bringing issues to closure.

Educational/Previous Experience Requirements

Education/Previous Experience

· Bachelor’s Degree and three (3) years’ experience in accounting, finance, regulatory or data governance operations, in the financial services industry, specifically in the Banking area.

· OR ~

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

Licenses/Certifications

Licenses/Certifications

· None required

Travel

Travel Required

Travel Required: No

Disclaimer

Disclaimer

Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

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 firmAt 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 firmAt 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.