Raymond James · 1 day ago
Program Manager, Service Adoption
St Petersburg, Florida - United States
Full-time
Hybrid
Mid Level
3+ years expRaymond James is a financial services firm seeking a Program Manager for Service Adoption. The role involves driving participation and implementation of the Premium Support program, managing relationships, coordinating technology transitions, and overseeing program operations and CRM management.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
Responsibilities
Conduct daily calls with prospective branches to explain the Premium Support program, address questions, and move each opportunity toward contract signing
Engage warm leads introduced by Private Client Group and internal partners
Clearly articulate program features, pricing, and value
Ensure each participant completes the required agreement. This role does not draft contracts but is accountable for securing signatures
Maintain consistent follow‑up and high‑quality communication with all prospects
Coordinate the transition from existing technology environments to Raymond James–managed infrastructure, including laptops, printers, internet services, and other deployed assets
Work with internal teams to ensure timely installation, configuration, and activation of all Premium Support components
Track and document program lifecycle stages for each participant, including status, cost components, asset placement, and support needs
Maintain awareness of who is funding each component of the program and ensure accurate documentation
Use internal CRM tools to document and track all interactions, update status, record follow‑ups, and track program activity
Manage incoming calls and questions related to the Premium Support offering, eventually overseeing increased call volume as the program expands
Maintain strong Excel files, trackers, and reports to support budgeting, lifecycle management, and operational visibility
Partner with leadership, technology teams, and field-facing groups to ensure Premium Support implementations are completed on time and at expected quality standards
Support business partners by providing updates, addressing escalations, and ensuring a smooth experience for program participants
Ensure alignment with corporate real estate and technology groups during relocations, renovations, expansions, and acquisitions that intersect with Premium Support deployment
Qualification
Required
Project management experience, preferably within technology services or operational rollouts
Comfort with sales-oriented conversations and guiding participants through decision-making steps
Strong written and verbal communication skills, with the ability to explain complex technical and service concepts in simple terms
Proficiency in Microsoft Office, especially advanced Excel skills
CRM experience or a demonstrated willingness to learn
Ability to handle multiple concurrent priorities with strong attention to detail
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Data Processing, High School (HS) (Required)
General Experience - 3 to 6 years
Preferred
Experience interpreting or working with technical configuration documents
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 Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase