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Description

This position will follow our hybrid work model; we expect candidates to be two days in-office and three days work-from-home at our St. Petersburg, FL, office location.

Job Summary

This associate will operate within the Advisor Technology group, which is focused on delivering tools and applications that support the advisor and support staff's day-to-day branch operations. The associate will have extensive knowledge and skills obtained through education, and experience is used to identify, analyze, and document complex business requirements and processes using specific extensive input from industry and/or business units. The associate will demonstrate subject matter expertise, the ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of contact on the most complex or escalated issues. Furthermore, the associate may provide direction and guidance to team members as well as apply specialized business knowledge and skills to produce significant deliverables. The associate will coordinate projects across multiple departments and business units that have an enterprise impact.

Responsibilities:

• Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions.

• Defines project scope and requirements by collecting and analyzing information, interviewing subject matter experts (SMEs), observing operations, and using knowledge of business systems and processes

• Develops and maintains release schedules, working with the technology team to prioritize features. Collaborates with other business units and technology teams as necessary for release management.

• Serves as a functional subject matter expert (SME); provides internal consulting services to assigned functional area(s); coordinates activities with other functional areas; and facilitates the implementation of cross-functional business system modules, models, and/or enhancements.

• Partner with stakeholders such as financial advisors, operations, and legal and compliance to research, analyze and resolve business problems/opportunities.

• Drives/leads efforts to plan and implement change initiatives. This includes developing rollout plans, training IT and operational support areas, and assisting in communications and documentation to support releases.

• Prepares and delivers written and oral presentations to project stakeholders and presents at conferences and events, both one-on-one and in classroom settings.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

Technical Skills/Experience:

• Three (3) to Five (5) years of experience in defining and documenting business and technical requirements and processes, systems analysis, business process modeling, representing stakeholders on project teams, and problem-solving with large, complex cross-functional systems and processes.

• Financial services/ wealth management experience preferred.

• Knowledge of the following highly preferred to required:

• Concepts of risk management, issue tracking, change management, and requirements gathering.

• Knowledge of wealth planning, goals-based planning, rebalancing, and model management.

• Information technology support and technical documentation.

• Principles of banking and finance and securities industry operations. A specific focus on Modern Portfolio Theory is preferred.

• Business planning and analysis—with a demonstrated ability to develop a product strategy and deliver detailed business requirements based on that strategy.

• Knowledge of branch operations and advisor-facing technology is preferred.

• Clarifying system interface requirements and relationships.

• Interpreting client input, clarifying issues, and developing solutions.

• Preparing various reports, summaries, surveys, and written recommendations.

• User acceptance testing principles, with the ability to develop test plans and scripts.

• Project planning and reporting and coordinating project activities across organizational lines. Understanding of project management methodologies and fundamentals of the software development lifecycle.

• Preparing and delivering written and oral presentations.

Skill in:

• Communicating system interface requirements and relationships.

• Creating and interpreting process maps and flowcharts.

• Interpreting client input, clarifying issues, and developing solutions.

• Conducting business processes and systems, feasibility, and cost justification analyses.

• Preparing various reports, summaries, surveys, and written recommendations.

• Project planning and reporting and coordinating project activities across organizational lines.

• Preparing and delivering written and oral presentations.

• Operating standard office equipment and using required software applications.

Ability to:

• Facilitate information-gathering sessions, ensuring that all viewpoints, ideas, and problems are included in the project specifications.

• Incorporate needs, wants, and goals from different business unit perspectives into project specifications.

• Attend to detail while maintaining a big-picture orientation.

• Solve complex problems and model the business and financial impact of proposed scenarios.

• Ensure that all project activities have a focus on quality and adhere to any identified best practices.

• Perceive information, linkages, and trends to apply this knowledge to assignments.

• Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.

• Read, comprehend, and apply technical information.

• Use collaborative skills to accomplish work as a team.

• Solve problems with large, complex, cross-functional systems and processes.

• Organize and prioritize multiple tasks and meet deadlines.

• Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

• Incite enthusiasm, influence, and motivate individuals and project teams without organizational authority.

• Provide a high level of customer service.

• Communicate effectively, both orally and in writing, with all organizational levels.

Education/Previous Experience:

• Bachelor's Degree in the specific business function of an assigned functional area or related field and a minimum of three (3) years of experience in defining and documenting business and technical requirements and processes OR Any equivalent combination of experience, education, and/or training approved by Human Resources

Preferred Licenses/Certifications:

• Certified Associate in Project Management (CAPM) is preferred

• Certified Financial Planner (CFP) is preferred

• Chartered Financial Consultants (ChFC) is preferred

• An accredited Wealth Management Advisor (AWMA) is preferred

Travel:

• 5%

Job: Technology

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Technology

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2401457