Senior Advisor – Cash Solutions
| Company | Raymond James Financial |
|---|---|
| Location | St. Petersburg, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Knowledge of banking products and services, especially as they relate to deposit programs and payment capabilities, including debit and credit cards, ACH, check processing, Zelle, etc.
- Project management and execution.
- Financial analysis concepts, practices, and modeling.
- Superior communication skills, including verbal and written, with ability to create presentations and articulate findings in a cogent and concise manner.
- Superior quantitative skills, including ability to work with large data and glean key insights from trend analysis.
- Superior project management skills, including project planning and governance, with knowledge of project management tools a plus.
- Extensive knowledge of Microsoft Word, Power Point, and Excel; ability to work in Access and develop SQL Queries.
- Bachelor’s Degree (BA or BS) with a major in Business Administration, Economics, Math, Computer Science, Engineering, or related fields a plus.
- Minimum of three (3) years of experience in banking services, financial services, broker dealer or consulting, preferred. Experience in project management, product development, or related field is ideal.
Responsibilities
- Directly supports the Cash Sweeps and Money Market Mutual Fund product heads to manage and enhance the offering and spearhead new product initiatives.
- Manage, monitor and measure results relating to the product offering adoption; identify any related issues and help design and implement solutions.
- Build and monitor risk management controls; develop and maintain policies and procedures; help ensure regulatory compliance.
- Oversee and manage bank and fund company contract management.
- Execute the operational rollout of new cash products, including developing training materials, policies and procedures and supporting education and training initiatives.
- Develops presentations and participates in meetings with executive management; supports Cash Solutions conference initiatives, including creating content and presenting (if of interest) at national and regional conferences (at home office and across the country).
- Collaborates with associates and management at all levels across the firm and with third party partners and vendors.
- Performs other duties and responsibilities as assigned.
Preferred Qualifications
- Experience in project management, product development, or related field is ideal.