PMGC Operations Manager

Raymond James • Saint Petersburg, FL

1d • 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. Skills in: 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. Skills in AECRM, Eloqua, and Project Management preferred 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.

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.
• Skills in AECRM, Eloqua, and Project Management preferred
• 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees