Director, Product Management - Wealth Management Technology

Company: Raymond James Financial
Location: Orlando
Posted on: November 15, 2024

Job Description:

Job Description - Director, Product Management - Wealth Management Technology (2403452)Director, Product Management - Wealth Management Technology - 2403452Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In-office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.Job Summary:As part of the IT Wealth Management division, the Director of Product Management is responsible for partnering with technology & business unit executives to provide thought leadership, strategic direction, and market analysis to guide growth and operational excellence. Works with Business & Technology leadership on developing strategies for targeted markets that identify the types of technology products and services to offer that create value for advisors, clients, and other stakeholders. The Director will develop the initial requirements for new and revised solutions and technology products. The Director will communicate the strategy to senior management and secure the necessary commitments for development and launch. This role will lead an extended Product Management team within PCG Technology.Essential Duties and Responsibilities:

• Drives IT solutions to ensure they meet the business needs to be balanced with a pragmatic and integrated approach to the design of technical solutions.
• Delivers enterprise-wide strategic thinking to IT investments to ensure integration is achieved.
• Leads projects to successful completion as defined by predetermined project success criteria, including those established by the business, capital expenditure, and budget requirements.
• Influences/determines the prioritization of business unit technology projects, optimal project structure, and project administration to ensure strategic business objectives are met, and risk is managed.
• Responsible for workforce management to accurately capture IT resource capacity involving resources (internal and/or external), processes, and practices.
• Partners with senior leaders to assess how technologies can best streamline processes and/or add business value.
• Remains current on key technology, business, and industry trends.
• Responsible for budget and annual goals and objectives; holds the organization accountable for attaining goals and objectives.QualificationsKnowledge, Skills, and Abilities:Knowledge of:
  • Agile and Hybrid development methodologies
  • Product management methodologies
  • Project management methodologiesSkill in:
    • People development and leadership
    • Product planning and road mapping tools, such as TFS, JIRA, Microsoft PlannerAbility to:
      • Lead Product Strategy, provide long-term vision and make critical decisions for large-scale projects.
      • Lead and develop product managers, implement processes, and provide support & direction.
      • Partner with development teams to achieve desired outcomes while building relationships.
      • With minimal oversight, develop strategies for new product development and launch.
      • Create and manage Product Roadmaps, perform competitive analysis, and provide expertise.
      • Present to all levels of leadership as well as financial advisors and other customer bases.
      • Use significant judgment on moderate to complex business problems.
      • Provide thought leadership in areas of expertise and learn and adapt to the customer needs.
      • Work well with a team to accomplish the objectives of the department.
      • Creates/maintains a competitive organization by attracting, developing, and retaining talent to ensure people with the right skills & motivations are in the right place at the right time to meet business needs.
      • Builds a cohesive team and develops structure & direction to meet or exceed customer needs.
      • Leverages systems & processes to attract, develop & retain talented individuals.
      • Feedback, empowerment, and coaching are provided to help others excel in current and future job responsibilities.
      • Creates a trusting work environment where people can realize their full potential.Education/Previous Experience:
        • Minimum of a Bachelor's degree and ten (10) years of relevant experience, including management or leadership experience or a combination of education, training, and experience.
        • Financial services experience is highly preferred.Licenses/Certifications:
          • None required.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 firmAt 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.
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Keywords: Raymond James Financial, Orlando , Director, Product Management - Wealth Management Technology, Executive , Orlando, Florida