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Raymond James · 3 days ago

Senior Manager, Product Strategy

St. Petersburg, FL

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Raymond James is a financial services firm, and they are seeking a Senior Manager, Product Strategy to lead the advancement of their enterprise product strategy. This role involves launching new products, conducting market assessments, and collaborating with senior leadership to enhance the firm's offerings and align with strategic objectives.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Lead the launch of new businesses, products, and investment capabilities with a strong focus on delivering positive client outcomes and seamless end-to-end user experiences

Apply deep expertise in Wealth Management, Asset Management, and Investment Banking products to inform product strategy and development

Manage the full strategy lifecycle, including opportunity identification, strategic planning, business transformation, and implementation

Conduct competitive assessments, including peer benchmarking and analysis of market trends and innovation

Develop compelling business cases to support the firm’s multi-year corporate strategy and planning initiatives

Identify and evaluate opportunities to enhance and differentiate the firm’s product platform and capabilities

Support the Proprietary Capital Committee (PCC) by reviewing investment proposals, preparing reports, and coordinating cross-functional stakeholder input

Contribute to the governance and continuous improvement of investment-related policies, procedures, and internal controls

Participate in the due diligence process for new and existing investments, including assessments of business, financial, legal, and compliance

Qualification

Wealth Management expertiseAsset Management expertiseInvestment Banking expertiseFinancial Statement AnalysisMicrosoft Office SuiteStrategic PlanningProject ManagementProblem-solvingCommunication skillsInterpersonal skillsAttention to detailSelf-starter

Required

Bachelor's: Business Administration, Bachelor's: Economics, Bachelor's: Finance

General Experience – 10 to 15 years

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Lead the launch of new businesses, products, and investment capabilities with a strong focus on delivering positive client outcomes and seamless end-to-end user experiences

Apply deep expertise in Wealth Management, Asset Management, and Investment Banking products to inform product strategy and development

Manage the full strategy lifecycle, including opportunity identification, strategic planning, business transformation, and implementation

Conduct competitive assessments, including peer benchmarking and analysis of market trends and innovation

Develop compelling business cases to support the firm's multi-year corporate strategy and planning initiatives

Identify and evaluate opportunities to enhance and differentiate the firm's product platform and capabilities

Support the Proprietary Capital Committee (PCC) by reviewing investment proposals, preparing reports, and coordinating cross-functional stakeholder input

Contribute to the governance and continuous improvement of investment-related policies, procedures, and internal controls

Participate in the due diligence process for new and existing investments, including assessments of business, financial, legal, and compliance

Knowledge of Consumer Banking and Insurance Products

Knowledge of Alternative Investments

Knowledge of Institutional Equity and Fixed Income Investment Solutions

Knowledge of Asset Management

Knowledge of Private Investments

Knowledge of Financial Statement Analysis

Knowledge of Bank Holding Company Act

Understanding of current financial markets and economic events

Advanced skills with Microsoft Office Suite, especially Excel and PowerPoint

Enthusiasm for problem-solving through both qualitative and quantitative analysis

Self-starter who is proactive, intellectually curious, and has ability to seek out projects independently

Strong communication skills, both verbal and written, as well as a collaborative mindset and approach to work

Exceptional organization skills and keen attention to detail and accuracy

Interpersonal communication sufficient to interact with associates at all levels

Ability to work with senior executives to develop a strategic vision and roadmap for onboarding products and services

Ability to identify opportunities and capabilities to create an industry-leading product platform

Ability to collaborate with stakeholders and work with cross-functional teams in the assessment of new opportunities and initiatives

Ability to organize, manage, and track multiple detailed tasks, exhibiting an advance level of project management and presentation skill sets

Ability to self-start and work independently with limited direction or supervision

Ability to maintain high level of discretion in dealing with confidential information

Ability to exhibit professionalism and ability to present to senior and executive management

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)