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An American multinational independent investment bank and financial services company Raymond James is looking for a candidate to fulfill the position of a Director of Product Management — SBL.
Job Summary
Under limited direction, uses extensive knowledge and skills obtained through education and experience to manage Securities Based Lending and Margin products on behalf of business units. Serves as a subject matter expert (SME) on SBL and Margin origination, pricing, technology, operations, and general business practices. Identifies opportunities for process improvements with potential for improved client service, increased operational quality, efficiency and cost savings. Leads large and/or multiple projects with significant scope and impact. Works as part of a team on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Works closely with SBL and Margin Management to understand department priorities and issues and ensures that product enhancements address key opportunities and deficiencies. Develops tactical plans and provides comprehensive solutions to complex problems. End results are evaluated for timeliness and achieving goals and objectives.
Essential duties and responsibilities
Assist in management of the entire product line life cycle from strategic planning to tactical activities. Provide leadership for work teams in specialized functional or process areas.
Serves as a subject matter expert on SBL and Margin origination, pricing, operations, and general business practices.
Analyzes business processes and identifies process improvement opportunities.
Gathers information from process owners and other SMEs, m aps processes and develops process workflow models.
Evaluates workflow attributes, including volume, duration, resources, operational effectiveness, and cost effectiveness of major process steps.
Prepares reports of findings and options for organizational, process and systems design changes and develops business cases to support project recommendations.
Drives the execution of major projects, programs and processes working with cross-functional teams.
Development and oversight of Jr. Product Managers
Develops and maintains relationships with other business units, inclusive of RJ Private Client Group to help maintain the strategic partnership direction of Margin and SBL.
Works closely with other business to facilitate a coordinated approach to SBL and Margin products and pricing across the firm.
Proactively work with IT on the assessment, business requirements and implementation of IT systems and software that support business strategy, process improvements, broker dealer integration and risk management.
Maintains current on Margin and SBL industry changes, trends, process improvement techniques, methodologies and practices.
Performs other duties and responsibilities as assigned.
Qualifications
Knowledge of
Advanced principles, practices, concepts and procedures of margin, securities based lending, credit, banking and financial markets and products.
Established organizational policies, strategies and procedures for RJB Securities Based Lending and RJF Margin Department.
Financial markets, products, financial advisory function and investment process.
The economics and structure of the business unit(s) represented.
Skill in
Data analysis.
Critical thinking, problem solving, creativity.
Organizational skills, including a high level of accuracy and attention to detail.
Project management and the ability to lead projects to completion in a complex, deadline driven environment
Effective oral and written communications sufficient to convey details on Margin and SBL product and processes with all organizational levels, including Private Client Banking, Raymond James Bank and Raymond James Private Client Group management.
Presentation preparation in the form of PowerPoint or other tools.
Word processing, spreadsheet and typing sufficient to produce spreadsheets with basic formulas and business form letters and memos.
Operating standard office equipment and using required software applications.
Ability to
Organize, manage and track multiple detailed projects, tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
Develop solutions that address meaningful issues for the business. Ability to clearly articulate the business priorities, opportunities and issues.
Identify and recommend changes as appropriate to process, policies and procedures.
Identify required tasks, develop timelines and execute.
Partner with other functional areas to accomplish objectives.
Attend to detail while maintaining a big picture orientation.
Speak clearly and concisely, and convey information clearly and effectively through oral or written communications.
Work independently as well as collaboratively within a team environment.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Educational/Previous Experience Requirements:
Bachelor’s degree (BA) in finance, accounting or business administration with a minimum of ten (10) years of experience related to margin, SBL, and/or credit.
Licenses/Certifications
Series 7 license preferred.
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