Senior Advisor, Business Process Innovation

Raymond James•St. Petersburg, FL

4d•Hybrid

About The Position

As a member of the Business Process Innovation (BPI) team, the Senior Advisor will play a key role in supporting process improvement initiatives across multiple functional areas to meet organizational efficiency objectives. Working under limited supervision and with a high level of autonomy, this individual will contribute to cross-functional projects with significant business impact. Extensive contact with advisors and internal customers at all levels is required to identify, research, and resolve problems.

Requirements

Knowledge of Fundamental concepts, practices and procedures of process improvement analysis.
Fundamental concepts, practices and procedures of business process management (BPM).
Basic principles of banking and finance and securities industry operations.
Core business competencies such as finance, management, accounting, operations, and marketing.
Skill in Business Analysis tools: Microsoft Office suite (Word, Excel, Visio, PowerPoint, and Outlook), Change Management, Project Management tools (MS Project).
Modeling processes.
Eliciting business requirements.
Translating process objectives to an implementable process model.
Developing instructional and procedural documentation/presentations.
Preparing various reports, summaries, surveys and written recommendations.
Ability to Analyze a business function and derive a set of requirements to satisfy a general request.
Take personal ownership of issues, following through to issue resolution.
Actively communicate technical and business aspects of work efforts to team members.
Mentor other associates when necessary.
Effectively organize and prioritize all tasks and responsibilities.
Participate in team projects and activities.
Demonstrate flexibility in accepting and adapting to change.
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance
General Experience - 3 to 6 years

Responsibilities

Work hands-on with internal teams and advisors to understand business processes.
Gather process information through interviews, observations, surveys, and workshops.
Facilitate brainstorming sessions to identify opportunities for improvement.
Model business processes in appropriate business analysis tools.
Capture and analyze process data to identify efficiency opportunities.
Propose recommendations for process improvement.
Document business and technical requirements for desired process solutions.
Facilitate and participate in user testing to ensure process solutions are accurate and stable.
Lead in preparing and delivering user training for process solutions.
Provide ongoing support for implemented solutions, including maintenance and enhancements.
Performs other duties and responsibilities as assigned.