Sr Manager Liquidity Management
Apply NowCompany: Raymond James Financial, Inc.
Location: Saint Petersburg, FL 33710
Description:
Job Description
Responsibilities:
Identify new external developments and/or emerging issues within an area of technology or business function and evaluate their potential impact on, or usefulness to, the organization.
Manage a significant portion of the organization's economic research program. This involves being responsible for development or delivery or both.
Monitor and manage a wide range of activities of a significant team, ensuring compliance with regulatory requirements by liaising with all internal risk management functions while supporting the development and implementation of the organization's compliance policy.
Manage a significant portion of the organization's risk management and/or risk control processes. This includes contributing to the development and implementation of risk management policies and procedures.
Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Recommend changes to policies, processes, standards, and practices that would improve operational support.
Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Develop and/or deliver budget plans with guidance from senior colleagues.
Manage a portfolio of projects while reporting to senior colleagues.
Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills:
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
Applies expertise to serve as the organizational authority on conducting research and analyzing data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Works at an advanced level to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others on supporting research schedules using appropriate analytical processes and procedures.
Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving full compliance with applicable rules and regulations in management and/or operations.
Uses comprehensive knowledge and skills to negotiate independently while providing guidance and training to others on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
Uses a comprehensive understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies in area of expertise.
Uses comprehensive knowledge and skills to communicate with other people independently while providing guidance and training to others on speaking in a clear, concise and compelling manner.
Uses comprehensive knowledge and skills to work independently while guiding and training others on managing projects and/or programs within desired cost, time and quality parameters.
Uses comprehensive knowledge and skills to act independently while guiding and training others on conducting research using appropriate methods, tools, processes and software.
Uses comprehensive knowledge and skills to act independently while guiding and training others on creating research specifications and related materials.
Uses comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, assessing, prioritizing and managing risks.
Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically works independently and provides guidance.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
Manager Experience - 6 to 10 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AT1
Responsibilities:
Identify new external developments and/or emerging issues within an area of technology or business function and evaluate their potential impact on, or usefulness to, the organization.
Manage a significant portion of the organization's economic research program. This involves being responsible for development or delivery or both.
Monitor and manage a wide range of activities of a significant team, ensuring compliance with regulatory requirements by liaising with all internal risk management functions while supporting the development and implementation of the organization's compliance policy.
Manage a significant portion of the organization's risk management and/or risk control processes. This includes contributing to the development and implementation of risk management policies and procedures.
Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Recommend changes to policies, processes, standards, and practices that would improve operational support.
Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Develop and/or deliver budget plans with guidance from senior colleagues.
Manage a portfolio of projects while reporting to senior colleagues.
Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills:
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
Applies expertise to serve as the organizational authority on conducting research and analyzing data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Works at an advanced level to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others on supporting research schedules using appropriate analytical processes and procedures.
Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving full compliance with applicable rules and regulations in management and/or operations.
Uses comprehensive knowledge and skills to negotiate independently while providing guidance and training to others on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
Uses a comprehensive understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies in area of expertise.
Uses comprehensive knowledge and skills to communicate with other people independently while providing guidance and training to others on speaking in a clear, concise and compelling manner.
Uses comprehensive knowledge and skills to work independently while guiding and training others on managing projects and/or programs within desired cost, time and quality parameters.
Uses comprehensive knowledge and skills to act independently while guiding and training others on conducting research using appropriate methods, tools, processes and software.
Uses comprehensive knowledge and skills to act independently while guiding and training others on creating research specifications and related materials.
Uses comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, assessing, prioritizing and managing risks.
Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically works independently and provides guidance.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
Manager Experience - 6 to 10 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AT1