Job Description

Job Summary:

Working with the Capital Markets & Advisory Product Team, this role is responsible for leading all aspects of and supporting both internal and vendor applications used by the Equity Capital Markets – Syndicate Team. You will be responsible for developing product roadmaps, liaising with our engineering teams, and participating in the end-to-end product management lifecycle from concept to launch. You will gather and prioritize product and client requirements, and use feature/function, process or data-driven analysis to align and influence the prioritization of product features to deliver tangible outcomes with clear business impact.

Responsibilities:

• Ownership of all internal and vendor applications as well integrations to and from for the ECM-Syndicate ecosystem of applications.

• Drives the product development requirements and other functions to support the project team.

• Takes high-level requirements and converts them into multi-phase product roadmaps, that optimize business needs for the development teams to build solutions.

• Acts as agent for the business unit(s) to ensure their needs are prioritized and addressed.

• Helps the business unit(s) to clearly articulate requirements.

• Oversees detailed cost/benefit and ROI analysis.

• Supports product release planning processes.

• Evaluates requests for systems modifications.

• Recommends efficient methods to automate processes and create efficiencies across technical processes.

• Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.

• Conducts broad market, industry, and competitive analyses to define features and functionality.

• May help to plan, assign, monitor, review, evaluate and lead the work of others.

• Assists with interviewing, onboarding, and training new hires.

• Performs other duties and responsibilities as needed.

Knowledge, Skills, and Abilities:

• Eight (8) or more years of experience in Financial Services or managing investment related products through the full product life cycle is preferred.

Knowledge of:

• Knowledgeable in products/process/applications supporting Equity Capital Markets.

• Concepts, practices, and procedures of the Software Development Life Cycle.

• Product management and product development lifecycles including product prioritization and road mapping.

Skill in:

• MS Teams, Product Management Tools, TFS, SQL, RPA, PowerBI, Qlik, Power Automate, SSO, CRM.

• Technical skill to recommend efficient methods for automating processes, integrating software and providing reports to the business unit(s).

• Establishing working relationships with the business unit(s) represented.

• Performing market research, developing product specifications and incorporating requirements into planning processes.

• Change management policies and procedures.

Ability to:

• Communicate strategic vision, execution plans, and status with key collaborators and senior management.

• Conduct product demonstrations and product training.

• Prioritize, determine tasks and resources, schedule, and leverage resources to meet deadlines.

• Develop solutions that address meaningful issues for the business unit(s) represented.

• Clearly articulate the business unit(s) priorities, opportunities and issues.

• Leverage diverse resources, think expansively, and evaluate multiple solutions while targeting important areas for innovation.

• Speak clearly and concisely, and convey information effectively through oral or written communications.

Licenses/Certifications:

• None required.

Education

Bachelor’s: Business Administration, Bachelor’s: Digital Communications and Media/Multimedia, Bachelor’s: Hospitality

Work Experience

General Experience - 3 to 6 years

Certifications

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

Travel

Less than 25%

Workstyle

Remote

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.