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Job Description

Job Summary

The Data Sourcing Manager will lead and participate in data scoping and procurement efforts across the Business Unit areas to ensure that enterprise data used for Regulatory reporting, modeling, key business decisions and executing RJF business processes is effectively sourced from the appropriate data systems. This position will report to the Director of Data Remediation in the Chief Administration Office and support RJF as it builds its capabilities to transition to a Category IV institution (LFI).

The Data Sourcing Manager is responsible for collaborating with Business Subject Matter Experts (SMEs), Data Custodians and Regulatory reporting SMEs to identify and document all business and technical metadata required to source data required for various Enterprise deliverables outlined above. In addition, the Data Sourcing Manager will be responsible for documenting all identified gaps related to Data Sourcing; collaborating with Technology to ensure that data effectively traverses from source to target systems; developing and publishing the appropriate metrics and progress reporting to various forums and councils; documenting and improving operational processes, including approval and escalation plans, data risk and controls adoption and implementation. The person in this role will partner with subject matter experts in Regulatory Reporting, Compliance, Technology, and others in the Category IV program to drive data strategy and continue to scale and improve the operating model for sourcing Enterprise data.

Essential Duties and Responsibilities

+ Fully understand various data and reporting flows across the Regulatory Reporting areas to identify data gaps

+ Correspond and execute deliverables aligned with principles, policies, frameworks and procedures laid at the firm or business unit or function levels as per the guidance from the Chief Administrative Officer heading up the Business Controls & Risk function.

+ Lead identification and documentation efforts for all Enterprise data sets.

+ Lead the analysis and documentation of the data flows from source to target systems into a Business Requirements document, identifying the data transformations that are required, as well as improvement opportunities for the data flows

+ Lead processes that leverage Ab Initio tool to load data catalogs, required business terms / definitions, link business to technical data elements, categorizing criticality of each data element, and working with IT to complete the data lineage from data sources to reports

+ Collaborate with appropriate business stakeholders/remediation owners to implement data quality controls, help remediate data gap issues and improve processes to prevent future data concerns.

+ Track, resolve and escalate issues for own projects while keeping relevant stakeholders informed.

+ Maintain project deliverables including reporting and tracking status using PowerPoint, Excel, SharePoint, Teams and Microsoft Azure DevOps (TFS) tracking tool.

+ Create effective presentations to be used with business audiences of various levels.

+ Lead all day-to-day activities to support data sourcing, and to optimize metrics and progress reporting processes.

Knowledge of

+ Foundational data governance principles and how they contribute to trusted data.

+ General familiarity with regulatory reports of Category IV (or higher) financial institutions and experience in interpreting regulatory reporting instructions.

+ Concepts, principles and practices of internal controls and data management and governance.

+ Principles of banking, finance and securities industry operations, and familiarity with accounting and finance related topics.

+ General familiarity with risk and control framework of Category IV financial institution.

+ Concepts of business analytics and familiarity with business intelligence tools such as Python, Tableau, Qlik, MS Power BI, MS Teams, SharePoint, etc.

+ Experience in using data gap remediation and data quality monitoring tools (particularly Microsoft DevOps (TFS), Ab Initio, Collibra, IBM InfoSphere or Informatica Data Quality) is a plus.

+ Familiarity with Federal Reserve Bank (FRB) and/or Office of the Comptroller of the Currency (OCC) regulatory requirements is a plus.

Skill in

+ Deep understanding of enterprise data management concepts, principles and practices.

+ Strong “soft” skills in collaboration, facilitation, coordination, logistics, presentation, marketing, and excellent communication skills (both written and verbal).

+ Outstanding project management skills; proficient with project management tools and techniques; can easily manage multiple issues simultaneously.

+ Experience delivering data quality improvements in a complex, transforming, multi-national banking environment.

+ Organizational and planning skills, showing an ability to operate in a multi-geography, matrix organization; managing and where necessary leading activities through cross-functional teams, with the discipline to track delivery of complex deliverables over multiple months.

+ Excellent communication skills (both written and verbal), including the ability to present complex concepts and strategies successfully.

+ Leveraging strong negotiation, influencing and stakeholder management skills across different levels of the organization

+ Demonstrated strong execution capabilities and entrepreneurial mind set to go above and beyond delivering core responsibilities.

Ability to

+ Ability to understand data models and taxonomies, with deep skills in data quality, controls and remediation.

+ Produce and articulate meaningful data quality metrics and KPIs at all levels of the organization

+ Exceptional analytical, conceptual, problem-solving, prioritization, and negotiating abilities.

+ Drive data quality strategy and foster data culture across the organization

+ Ability to exercise independence of judgement and autonomy

Licenses/Certifications

+ None required but industry certification around data management and data quality controls desired (DAMA-DMBOK/DCAM or similar)

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, Bachelor’s: Economics, Bachelor’s: Finance

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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