**Job Description** **Job Summary** Under general direction, with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to manage major process improvement initiatives across multiple functional areas to meet organizational efficiency objectives. Leads major projects, programs or processes with significant business impact involving cross-functional teams. Influences strategic direction and develops tactical plans and completes complex assignments with substantial latitude for un-reviewed actions or decisions. Extensive contact with internal customers at all levels and advisors is required, to provide comprehensive solutions to complex problems or needs. **Essential Duties and Responsibilities** + Leads, coaches, mentors, and trains others in using established process improvement methodology. + Consults with management and other process owners, including branches, to identify and define process improvement opportunities. + Develops and presents business cases to senior management sponsors. + Ensures policies, procedures, and regulatory requirements are considered in process reviews. + Drives process improvements, including identifying causes of process inefficiencies, designing process re-engineering solutions, and developing business and technical requirements. + Works with product managers and information technology groups to create system requirements that will facilitate processes; moves projects through to implementation. + Maintains regular contact with internal customers to identify, research, and resolve issues. + Ensures effective coordination occurs between assigned functional area(s) and other areas. + Prepares and delivers written and oral presentations to senior management, including periodic reporting on work progress, project completions and additional ad-hoc reporting as required. + Operates standard office equipment and uses required software applications. + Performs other duties and responsibilities as assigned. **Knowledge of** + Company’s working structure, policies, mission, and strategies. + Project management methodology. + Process improvement analysis and business process management. + Principles of finance and securities industry operations. + Financial markets and products. + Performance management. **Skill in** + Analyzing business processes and identifying process improvement opportunities. + Developing complex business cases. + Developing and implementing process improvement methodology. + Implementing processes and procedures for efficient and timely work flow. + Preparing management reports. + Promoting effective coordination between work groups. + Translating broad concepts into specific actions and related success metrics. + Operating standard office equipment and using required software applications. **Ability to** + Lead, coach, mentor, and train others. + Provide strategic vision and translate strategy and vision into actions and related success measures. + Thrive under pressure and adapt to conflict situations. + 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. + Read, interpret, analyze and apply information from job-related publications. + 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 projects and 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 handling change and stressful situations and providing a high level of customer service in a calm and professional manner. + Establish and maintain effective working relationships at all levels of the organization. + Maintain currency in process improvement techniques, methodologies, and practice. **Education** Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance **Work Experience** General Experience – 10 to 15 years **Certifications** **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. \#LI-AT1