Project Manager

Raymond James•Saint Petersburg, FL

8d•Hybrid

About The Position

Under general supervision, uses knowledge and skills obtained through experience and training to support 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. This role operates within the GWS Central Office and supports all GWS business lines across Risk, Strategy, Technology, and Operations. The position plays a critical role in connecting priorities across functions, ensuring initiatives are executed effectively within established risk frameworks and governance standards. Responsibilities span both operational risk and project execution disciplines, including 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 (e.g., Risk, Compliance, Internal Audit) to ensure alignment with enterprise standards and expectations. This position requires a highly flexible, team-oriented individual who can operate as a utility player across the Central Office—stepping in to support a wide range of priorities, initiatives, and emerging needs. The role contributes across both ongoing operational activities and discrete project workstreams, often simultaneously. May lead defined workstreams or components of projects of moderate scope. Exercises 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
General Experience - 3 to 6 years

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