Job Description Summary Accountable for large projects of high complexity with a large, dispersed team. Focuses on the creation of the project vision and planning documents and managing the implementation, reporting, and performance of the overall project with the expectation of delivering on time, within budget, and to scope. Job Description This role is a hybrid workstyle: with the associate expected to work from a Raymond James office location at least three days per week, including either Monday or Friday. Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. Responsibilities: Manage the production of project and workstream plans, ensuring that all activities are identified, are appropriately organized and resourced to deliver project objectives, and comply with the organization's project and program management framework. Plan and lead the delivery of a range of information gathering, analysis, and stakeholder consultation activities and specify, negotiate, and agree on project deliverables. Develop and implement stakeholder engagement plans for projects to identify relevant stakeholders, to develop positive stakeholder relationships, and to ensure that each stakeholder has an appropriate share of voice. Manage identification of risks, issues, dependencies, and constraints associated with the project, escalating these matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns. Manage the identification and elicitation of project and/or department-level process requirements; conduct analysis of those requirements for accuracy and alignment to the department; document and manage requirements throughout the life of the project; and coordinate the verification of the end deliverable. Lead a medium- to large-sized project team; define the project vision, communicate the necessary outcomes, and provide guidance to achieve these outcomes; coordinate team actions on project activities; coordinate the flow of additional team members on and off the team, as needed; and work to build the capability of the team through training, coaching, and mentoring. Manage the delivery of assurance reviews within a project, enable the delivery of assurance reviews by independent third parties, and take appropriate action to resolve any issues identified, to give senior stakeholders confidence that the project can deliver according to time, budget, and quality. Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered. Negotiate and manage deployment of project resource budgets, providing forecasts and presenting variances with narrative at appropriate review points to ensure effective utilization. Develop and manage the delivery of a plan to evaluate and track business benefits and to identify actions needed to maximize them. Manage project closeout to ensure effective transition from the project environment to business as usual and to ensure lessons learned are identified and captured for future reference. Manage the project review process; provide stakeholders with accurate and relevant information and key recommendations at established review points to enable them to evaluate progress and agree on change. Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media. Skills: 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. Works at an advanced level to prioritize components of a project, program, or portfolio work in context with risks, activities, stakeholders, etc. across the life of the project or program. Typically works independently and provides guidance. Works at an advanced level to ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, archiving, and disposition of project information. Typically works independently and provides guidance. 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 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 comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, managing and controlling project-related changes. Works at an advanced level to manage the work that determines the quality policies, procedures, and responsibilities so the work satisfies the needs for which it was undertaken. Typically works independently and provides guidance. Works at an advanced level to identify, acquire, and manage the resources (physical and human) for the project. Typically works independently and provides guidance. Uses comprehensive knowledge and/or skills to act independently with guiding and training others on identifying, assessing, prioritizing and managing project-related risks. Works at an advanced level to manage the documentation, archiving, traceability, changes, and approvals of requirements throughout the project life cycle. Typically works independently and provides guidance. Works at an advanced level to create the rules for requirements and design quality, perform verification activities, and maintain quality control. Typically works independently and provides guidance. Works at an advanced level to identify appropriate measures for assessing solution performance and limitations, validate with key stakeholders, and collect appropriate performance measures to assess overall solution performance to recommend specific actions to increase solution value. Typically works independently and provides guidance. 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 at an advanced level to estimate and manage the effort and finances to complete the work within budget. Typically works independently and provides guidance. Works at an advanced level to estimate each of the components of project, program, or portfolio work, including costs, activity durations, resource needs, risks, stakeholders, etc. across the life of the project or program. Typically works independently and provides guidance. Works at an advanced level to identify, define, unify, and coordinate the various processes and activities to integrate the project management activities. Typically works independently and provides guidance. Works at an advanced level to lead program related meetings, keeping focus on agenda, issues, workflow, and associated agile ceremony requirements. Typically works independently and provides guidance. Works at an advanced level to build the structure and culture of the project team, and define roles and responsibilities within that structure to enable the achievement of project mission and objectives and the effective operation of key business processes. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to act independently while guiding and training others on sequencing and scheduling tasks into a project plan. Works at an advanced level to identify, verify, and manage changes to the scope of the project or program, utilizing the most appropriate approach. Typically works independently and provides guidance. Works at an advanced level to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective. Typically works independently and provides guidance. Uses comprehensive knowledge and/or skills to act independently while guiding and training others on measuring and reporting progress toward intermediate targets to make sure a project stays on track to achieve its ultimate goals. Works at an advanced level to lead facilitated sessions for requirements elicitation, focus groups, and user acceptance testing. Typically works independently and provides guidance. Works at an advanced level to identify potential stakeholders, analyze their expectations, and develop strategies for managing stakeholders and their expectations. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to act independently while guiding and training others on managing vendors so that they deliver the best possible results given available resources. Works at an advanced level to identify assumptions in order to manage risk, assess the success with measurable evaluation criteria, and evaluate alignment of requirements with solution scope to support value delivery. Typically works independently and provides guidance. Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. 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 High School (HS) (Required) Work Experience General Experience – 10 to 15 years, Manager Experience - 3 to 6 years Certifications Travel Less than 25% Workstyle Hybrid The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 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-TC1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

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