Project Manager

Raymond James•Saint Petersburg, FL

2d•Hybrid

About The Position

Under general supervision, this role supports the Global Wealth Solutions (GWS) Risk Management Office (RMO) and Project Management Office (PMO) in driving execution, governance, and alignment across key initiatives and enterprise priorities. Operating within the GWS Central Office, the position supports all GWS business lines across Risk, Strategy, Technology, and Operations. It plays a critical role in connecting priorities across functions, ensuring initiatives are executed effectively within established risk frameworks and governance standards. Responsibilities include operational risk and project execution disciplines, such as risk identification and monitoring, project coordination, stakeholder alignment, and development of reporting and materials for leadership. The role requires frequent collaboration with GWS senior leaders, business heads, and key stakeholders, as well as partnership with second- and third-line risk teams. This position requires a highly flexible, team-oriented individual who can operate as a utility player across the Central Office, supporting a wide range of priorities, initiatives, and emerging needs. The role contributes across both ongoing operational activities and discrete project workstreams, often simultaneously, and may lead defined workstreams or components of projects of moderate scope. It requires sound judgment in managing work independently while appropriately engaging leadership and stakeholders to ensure alignment, mitigate risk, and support decision-making. Regular interaction with senior leaders and cross-functional partners is required.

Requirements

Knowledge of operational risk management principles, including risk identification, assessment, and monitoring.
Knowledge of project and program management methodologies, tools, and practices.
Knowledge of business operations and cross-functional organizational dynamics.
Knowledge of data analysis, reporting, and performance metrics.
Knowledge of regulatory environment and risk frameworks relevant to financial services preferred.
Skill in managing multiple priorities and workstreams with strong organization and attention to detail.
Skill in developing structured documentation, reporting, and executive-level materials.
Skill in creating clear, concise, and effective PowerPoint presentations for leadership audiences.
Skill in utilizing project tracking and workflow tools (e.g., Smartsheet) to manage deliverables and timelines (preferred).
Skill in analyzing data and translating insights into actionable recommendations.
Skill in communicating effectively with senior leaders and cross-functional stakeholders.
Skill in collaborating across functions to drive alignment and execution.
Skill in using standard business tools including Microsoft Office Suite, Teams, PowerPoint, and Excel.
Ability to operate with ownership, accountability, and a strong team-oriented mindset.
Ability to work independently while exercising sound judgment in determining when to engage stakeholders or elevate decisions.
Ability to function as a utility player, flexing across priorities and stepping into ambiguous or evolving needs.
Ability to demonstrate curiosity, learning agility, and a strong desire to continuously build knowledge and capabilities.
Ability to thrive in a fast-paced, dynamic environment with shifting priorities.
Ability to balance strategic context with tactical execution.
Ability to build strong relationships and influence across senior leaders and stakeholder groups.
Ability to identify issues, assess impacts, and recommend practical solutions.
Ability to manage competing deadlines while maintaining quality and accuracy.
Ability to adapt quickly to changing priorities and business needs.
Associate’s or Bachelor’s degree, relevant certifications, or equivalent combination of education and experience preferred.
Relevant experience in operational risk, project coordination, business operations, or a related field required.
Demonstrated ability to support risk management activities and coordinate project execution across stakeholders.
Experience working with senior leaders and cross-functional teams in a complex organization.
Experience interacting with second- and third-line risk functions (Risk, Compliance, Audit) preferred.
Experience in data analysis, reporting, and development of executive materials.
Exposure to financial services, risk frameworks, or regulatory environments preferred.
Practical experience and demonstrated execution capability are valued over formal credentials.

Nice To Haves

Knowledge of regulatory environment and risk frameworks relevant to financial services.
Utilizing project tracking and workflow tools (e.g., Smartsheet).
Experience interacting with second- and third-line risk functions (Risk, Compliance, Audit).
Exposure to financial services, risk frameworks, or regulatory environments.

Responsibilities

Supports the identification, assessment, and monitoring of operational risks across GWS, ensuring alignment with established risk frameworks and risk appetite.
Partners with first-line business leaders and second- and third-line risk teams (Risk, Compliance, Internal Audit) to support risk reviews, assessments, and remediation efforts.
Tracks key risk indicators, issues, and remediation activities, identifying deviations and escalating as appropriate.
Contributes to risk reporting and governance materials for senior leadership, including dashboards and executive summaries.
Supports risk assessments, control evaluations, and documentation of processes and procedures.
Reinforces adherence to policies, procedures, and regulatory expectations across business lines.
Identifies opportunities for process improvement, standardization, and risk mitigation.
Supports planning, coordination, and execution of projects and initiatives across GWS, ensuring alignment with strategic priorities.
Partners with business leaders and stakeholders across Risk, Strategy, Technology, and Operations to drive execution and deliver outcomes.
Develops and maintains project plans, timelines, status reporting, and tracking tools to ensure transparency and accountability.
Coordinates across stakeholders to gather requirements, track deliverables, and ensure timely execution.
Monitors project risks, dependencies, and issues, escalating as needed and supporting resolution.
Supports governance routines, including status reporting, leadership updates, and meeting facilitation.
Prepares materials for senior leadership, including presentations and decision support documentation.
Analyzes data and reporting to identify trends, risks, and insights to inform decision-making.
May lead discrete workstreams or components of projects of moderate complexity.
Partners directly with GWS senior leaders, business heads, and key stakeholders to support execution of priorities and initiatives.
Builds strong relationships across first-line teams and second- and third-line risk partners to enable effective collaboration and alignment.
Facilitates meetings and working sessions to drive progress, accountability, and decision-making.
Communicates clearly and concisely with stakeholders at all levels, including development of executive-level materials.
Supports change management efforts through stakeholder alignment, communication, and readiness activities.
Operates as a highly flexible team player within the GWS Central Office, stepping in to support a broad range of initiatives and priorities as needed.
Contributes across Risk, Strategy, Technology, and Operations efforts, often balancing multiple workstreams simultaneously.
Demonstrates a proactive mindset and willingness to take on new challenges and evolving responsibilities.
Applies organizational policies and procedures while exercising sound judgment.
Maintains awareness of GWS initiatives, tools, and evolving business priorities.
Performs other duties and responsibilities as assigned.