Raymond James · 1 day ago
Product Consultant - RJ Bank Operations
St. Petersburg, FL
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a financial services firm that values client-first principles and integrity. The Product Consultant will assist in managing operational efficiency and productivity improvements, collaborating with management and internal customers to enhance processes and resolve issues.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
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
Knowledge of basic principles of banking and finance and securities industry operations
Knowledge of functional, operational and technical requirements of all systems used by assigned functional area(s)
Knowledge of core Private Client Banking servicing platform, and complementary systems
Knowledge of information technology support and technical documentation
Skill in operating standard office equipment and using required software applications
Skill in verifying information for accuracy and completeness
Skill in interpreting client input, clarifying issues and developing solutions
Skill in analyzing operational processes and identifying opportunities for improvement
Skill in preparing various reports, summaries, surveys and written recommendations
Skill in developing instructional and procedural documentation/presentations
Ability to lead the work of others and provide cross-training, coaching and mentoring
Ability to partner with other functional areas to accomplish objectives
Ability to attend to detail while maintaining a big picture orientation
Ability to read, comprehend and apply business-related information
Ability to interpret and apply policies and identify and recommend changes as appropriate
Ability to solve complex problems and model the business and financial impact of proposed scenarios
Ability to actively communicate technical and business aspects of work efforts to team members
Ability to work independently as well as collaboratively within a team environment
Ability to establish and maintain effective working relationships at all levels of the organization
Ability to communicate effectively, both orally and in writing, with all organizational levels
Ability to demonstrate flexibility in accepting and adapting to change
Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Ability to 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 Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
Company data provided by crunchbase