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Raymond James · 1 day ago

Senior Advisor, Business Process Innovation

St. Petersburg, FL

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Raymond James is a financial services firm that is seeking a Senior Advisor for their Business Process Innovation team. The role involves supporting process improvement initiatives, working autonomously on cross-functional projects, and collaborating with internal teams and advisors to enhance organizational efficiency.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Work hands-on with internal teams and advisors to understand business processes

Gather process information through interviews, observations, surveys, and workshops

Facilitate brainstorming sessions to identify opportunities for improvement

Model business processes in appropriate business analysis tools

Capture and analyze process data to identify efficiency opportunities

Propose recommendations for process improvement

Document business and technical requirements for desired process solutions

Facilitate and participate in user testing to ensure process solutions are accurate and stable

Lead in preparing and delivering user training for process solutions

Provide ongoing support for implemented solutions, including maintenance and enhancements

Performs other duties and responsibilities as assigned

Qualification

Process Improvement AnalysisBusiness Process ManagementBusiness Analysis ToolsModeling ProcessesEliciting Business RequirementsChange ManagementProject Management ToolsInstructional DocumentationMentoringCommunication SkillsOrganizational Skills

Required

Bachelor's: Business Administration

Bachelor's: Economics

Bachelor's: Finance

General Experience - 3 to 6 years

Knowledge of fundamental concepts, practices and procedures of process improvement analysis

Knowledge of fundamental concepts, practices and procedures of business process management (BPM)

Knowledge of basic principles of banking and finance and securities industry operations

Knowledge of core business competencies such as finance, management, accounting, operations, and marketing

Skill in business analysis tools: Microsoft Office suite (Word, Excel, Visio, PowerPoint, and Outlook), Change Management, Project Management tools (MS Project)

Skill in modeling processes

Skill in eliciting business requirements

Skill in translating process objectives to an implementable process model

Skill in developing instructional and procedural documentation/presentations

Skill in preparing various reports, summaries, surveys and written recommendations

Ability to analyze a business function and derive a set of requirements to satisfy a general request

Ability to take personal ownership of issues, following through to issue resolution

Ability to actively communicate technical and business aspects of work efforts to team members

Ability to mentor other associates when necessary

Ability to effectively organize and prioritize all tasks and responsibilities

Ability to participate in team projects and activities

Ability to demonstrate flexibility in accepting and adapting to change