Raymond James · 1 month ago
Product Consultant - RJ Bank Operations
Saint Petersburg, Florida - United States
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a financial services firm, and they are seeking a Product Consultant to assist with the overall management of assigned functional areas within Operations. The role involves collaborating with management to identify operational efficiencies and contributing to process improvement initiatives.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Works hands-on with internal customers and stakeholders to understand business processes
Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, conducts benchmarking activities to identify best practices, and recommends changes for improvement
Consults with users to identify, analyze, refine and document business requirements
Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization
Proposes recommendations for process improvement
Documents business and technical requirements for desired process solutions
May serve as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s)
Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements
May lead the work of others and provide cross-training, coaching and mentoring, as required
Facilitates and participates in user testing of process and enhancements and core systems
May serve as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions
Assists with special projects, and involvement in day to day operations, as required
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's: Business Administration
Bachelor's: Economics
Bachelor's: Finance
General Experience - 4 to 6 months
Basic principles of banking and finance and securities industry operations
Functional, operational and technical requirements of all systems used by assigned functional area(s)
Core Private Client Banking servicing platform, and complementary systems
Information technology support and technical documentation
Operating standard office equipment and using required software applications
Verifying information for accuracy and completeness
Interpreting client input, clarifying issues and developing solutions
Analyzing operational processes and processes and identifying opportunities for improvement
Preparing various reports, summaries, surveys and written recommendations
Developing instructional and procedural documentation/presentations
Lead the work of others and provide cross-training, coaching and mentoring
Partner with other functional areas to accomplish objectives
Attend to detail while maintaining a big picture orientation
Read, comprehend and apply business-related information
Interpret and apply policies and identify and recommend changes as appropriate
Solve complex problems and model the business and financial impact of proposed scenarios
Actively communicate technical and business aspects of work efforts to team members
Work independently as well as collaboratively within a team environment
Establish and maintain effective working relationships at all levels of the organization
Communicate effectively, both orally and in writing, with all organizational levels
Demonstrate flexibility in accepting and adapting to change
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Take personal ownership of issues, following through to issue resolution
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase