Manager, Practice Management Program Operations

Raymond James•Saint Petersburg, FL

5d•Hybrid

About The Position

The Practice Management & Growth Consulting (PMGC) organization is focused on supporting advisors and their teams at every stage of the advisors’ lifecycle through programs, solutions, coaching and consulting. This role is part of the PMGC Program Development & Operations Department, which focuses on supporting PMGC with the strategic management, implementation, operations, growth and reporting of all PMGC programs and initiatives. Ensures the smooth and efficient functioning of Practice Management & Growth Consulting daily operations Develops processes and systems for efficient program operations, consistent delivery, and scalability Supervise, mentor, and evaluate operations staff, fostering a culture of teamwork and accountability Establish efficient framework for the entire PMGC to leverage and benefit from Monitor workflow, resource allocation, and project timelines to ensure targets are met Identify areas for process improvement; lead initiatives to streamline operations and reduce costs Coordinate cross-departmental projects, supporting communication and collaboration throughout the organization Partner with PMGC Program Development & Operations Department leaders, and other program leaders, to deliver programs, manage participants, optimize capacity across the organization. Leverages a range of skills and expertise to implement streamlined and transformative solutions to complex operational challenges.

Requirements

Proven track record of leading teams and projects to successful completion, autonomously
Works at an advanced level to express ideas, request actions, formulate plans, processes & policies by means of clear and effective verbal communications.
Facilitating strategic planning processes.
Experience planning running and managing large scale projects – with overlapping timelines.
Expertise in the creation, deployment, and maintenance of program deliverables
Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve higher efficiencies.
Typically works autonomously to lead results.
Works at an advanced level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
Bachelor’s degree (B.A./B.S.) from four-year college or university. OR ~ An equivalent combination of education, training, or experience.
General Experience - 6 to 10 years
Manager Experience - 3 to 6 years

Nice To Haves

Skills in AECRM, Eloqua, and Project Management preferred
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Responsibilities

Ensures the smooth and efficient functioning of Practice Management & Growth Consulting daily operations
Develops processes and systems for efficient program operations, consistent delivery, and scalability
Supervise, mentor, and evaluate operations staff, fostering a culture of teamwork and accountability
Establish efficient framework for the entire PMGC to leverage and benefit from
Monitor workflow, resource allocation, and project timelines to ensure targets are met
Identify areas for process improvement; lead initiatives to streamline operations and reduce costs
Coordinate cross-departmental projects, supporting communication and collaboration throughout the organization
Partner with PMGC Program Development & Operations Department leaders, and other program leaders, to deliver programs, manage participants, optimize capacity across the organization
Leverages a range of skills and expertise to implement streamlined and transformative solutions to complex operational challenges.