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Job Description

_This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week(10-12 days a month ) at the following office location: St. Petersburg, FL._

Job Summary

This role is specific to the in-house Case Manager build for Trade, Surveillance and Account reviews. In this role you are required to act as a partner with the business to facilitate and implement the most optimal technology solutions, and ensuring they meet the business and organizational needs. You will be responsible for writing system requirements that guarantee the technology solution aligns with business objectives, leveraging appropriate technical resources.

The role requires a high-level understanding of systems, industry standards, and end-user requirements. The person will need to demonstrate subject matter expertise by integrating domain knowledge with an understanding of financial services standards and practices.

In this role you are required to apply specialized business knowledge and technical skills to significant deliverables and projects involving multiple IT departments and business units, impacting the enterprise. In this role you are also expected to make judgments and recommendations based on the analysis and interpretation of data.

Responsibilities:

+ Create detailed business requirements for functional and non-functional capabilities.

+ Validate test cases to ensure scripts evaluate business functions.

+ Gather and interpret information from multiple sources and make recommendations.

+ Document business processes and support application development teams.

+ Translate technical concepts for business audiences and vice versa.

+ Develop estimates and implementation plans for technical solutions.

+ Collaborate on project schedules, reports, and documentation; may lead small to medium projects.

+ Visualize requirements into prototypes with User Experience/Design resources.

+ Apply principles in risk management, issue tracking, and change management.

+ Identify issues, compare data, and draw conclusions.

+ Clearly convey information through various media to engage and inform audiences.

+ Choose effective approaches for actions or solutions based on facts and constraints.

+ Demonstrate technical and professional skills; stay current with trends.

+ Develop collaborative relationships to achieve work goals.

+ Focus on client needs and maintain productive relationships.

+ Facilitate collaboration in team environments.

+ Occasionally work non-standard shifts, including nights and weekends, and/or have on-call responsibilities.

Skills

+ Advanced knowledge of requirements gathering, issue tracking, and change management.

+ Proficiency with Microsoft Office tools, including Excel, Visio, and Project Planner.

+ Experience with Smartsheet is a plus.

+ Intermediate experience in creating wireframes using Marvel, Visio, or similar tools.

+ Mid-level expertise in SQL for data analytics and mining.

+ Familiarity with work item management tools like TFS or JIRA.

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)

Work Experience

General Experience - 6 to 10 years

Certifications

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.

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