Raymond James · 12 hours ago
Senior Project Consultant - LFI Management
Raymond James is a financial services firm seeking a Senior Project Consultant to manage multiple high-profile projects simultaneously. This role involves overseeing the project lifecycle, from proposal to implementation, and engaging with management to develop tactical plans for comprehensive solutions.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Collaborates with the program management team and business partners to build out strategic roadmaps and identify project needs. Fosters a mentoring culture of continuous improvement
Works as a player-coach, rolling up one's sleeves and helping the team when needed
Performs other duties and responsibilities as assigned
Prepares materials to facilitate project evaluations and participates in post-project quality monitoring including monitoring the Return on Investment (ROI) metrics
Documents complex business requirements, processes and deliverables
Collects data and performance indicators to identify trends and recommend correct action as necessary
Participates in root cause analysis in order to recommend appropriate actions to improve productivity and efficiency
Assists in the management of cross functional project teams throughout the project lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion
Provided feedback to help refine and implement project management methodologies, tools and practices to provide continuous process improvement. Conducts preliminary investigation for project requests
Reviews requirements, specifications and testing
Qualification
Required
Bachelor's: Business Administration
Bachelor's: Economics
Bachelor's: Finance
General Experience - 7 to 12 months
PMI Project Management Professional (PMP) - Project Management Institute (PMI)
Core project management (PMO) responsibilities including data collection, project plan development, monitoring, reporting, and milestone tracking
Functional, operational and technical requirements of all systems used by assigned functional areas
Application development and project life cycle methodologies and standards
Project selection and approval, budgeting and business case preparation and analysis, as well as work breakdown structures and forecasting
Concepts of risk management, issue tracking, change management and requirements gathering
Corporate procurement principles and vendor selection methodologies
Information technology support and technical documentation
Principles of banking and finance and securities industry operations
Business planning and analysis
Project budget interfaces with other accounting systems
Using specific systems and related technological tools associated with assigned functional areas
Applying project life cycle methodologies and standards
Refining and implementing project management methodologies, tools and practices
Preparing for and documenting interviews with customers and subject matter experts
Conducting research and developing and documenting business cases
Performing root cause analysis
Documenting complex business and technical requirements
Developing, preparing, and maintaining project plans
Managing projects, using established project management methodologies
Reviewing financial data as well as preparing budgets and financial forecasts
Facilitating the preparation of management reports
Facilitating the development of service level agreements for new systems
Developing business modeling presentations
Navigate multiple concurrent projects with complementary high performance project teams through planning, assigning, monitoring, reviewing and evaluating project phases
Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications
Assist in incorporating needs, wants and goals from different business unit perspectives into project specifications
Attention to detail while maintaining a big picture orientation
Ensure that all project management activities have a focus on quality and adhere to any identified best practices
Perceive information, linkages and trends to apply this knowledge to assignments
Independently analyze information and make recommendations based on analysis
Use collaborative skills to accomplish work as a team
Prioritize and manage multiple projects simultaneously in a fast-paced, dynamically changing work environment
Read, analyze, interpret and apply information from common industry journals, financial reports, and legal documents
Interpret and apply policies in order to identify potential impacts or changes
Provide a high level of customer service to project stakeholders
Partner with other functional areas to accomplish objectives
Establish and maintain effective working relationships at all levels of the organization, including negotiating resources
Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes without organizational authority
Communicate effectively, both orally and in writing, with all organizational levels
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Recent News
TradingView
2025-12-16
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