Raymond James · 7 hours ago
Senior Project Consultant - LFI Management
St. Petersburg, FL
Full-time
Hybrid
Senior LevelRaymond James is a financial services firm that is seeking a Senior Project Consultant for LFI Management. This role involves managing multiple high-profile projects, engaging with management to develop solutions, and supporting a multi-year initiative to enhance the Treasury Management function.
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)
Knowledge of core project management (PMO) responsibilities including data collection, project plan development, monitoring, reporting, and milestone tracking
Knowledge of functional, operational and technical requirements of all systems used by assigned functional areas
Knowledge of application development and project life cycle methodologies and standards
Knowledge of project selection and approval, budgeting and business case preparation and analysis, as well as work breakdown structures and forecasting
Knowledge of concepts of risk management, issue tracking, change management and requirements gathering
Knowledge of corporate procurement principles and vendor selection methodologies
Knowledge of information technology support and technical documentation
Knowledge of principles of banking and finance and securities industry operations
Knowledge of business planning and analysis
Knowledge of project budget interfaces with other accounting systems
Skills in using specific systems and related technological tools associated with assigned functional areas
Skills in applying project life cycle methodologies and standards
Skills in refining and implementing project management methodologies, tools and practices
Skills in preparing for and documenting interviews with customers and subject matter experts
Skills in conducting research and developing and documenting business cases
Skills in performing root cause analysis
Skills in documenting complex business and technical requirements
Skills in developing, preparing, and maintaining project plans
Skills in managing projects, using established project management methodologies
Skills in reviewing financial data as well as preparing budgets and financial forecasts
Skills in facilitating the preparation of management reports
Skills in facilitating the development of service level agreements for new systems
Skills in developing business modeling presentations
Ability to navigate multiple concurrent projects with complementary high performance project teams through planning, assigning, monitoring, reviewing and evaluating project phases
Ability to facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications
Ability to assist in incorporating needs, wants and goals from different business unit perspectives into project specifications
Ability to pay attention to detail while maintaining a big picture orientation
Ability to ensure that all project management activities have a focus on quality and adhere to any identified best practices
Ability to perceive information, linkages and trends to apply this knowledge to assignments
Ability to independently analyze information and make recommendations based on analysis
Ability to use collaborative skills to accomplish work as a team
Ability to prioritize and manage multiple projects simultaneously in a fast-paced, dynamically changing work environment
Ability to read, analyze, interpret and apply information from common industry journals, financial reports, and legal documents
Ability to interpret and apply policies in order to identify potential impacts or changes
Ability to provide a high level of customer service to project stakeholders
Ability to partner with other functional areas to accomplish objectives
Ability to establish and maintain effective working relationships at all levels of the organization, including negotiating resources
Ability to incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes without organizational authority
Ability to 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.
Founded in 1962
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
James Sickling
COO - Fixed Income
Eric Lauzon
SVP Growth & Development, Private Client Group
Recent News
TradingView
2025-12-16
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