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Job Description Summary
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.Job Description
Essential Duties and 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.
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.
Work Visa:
Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: Management Information SystemsWork Experience
General Experience - 3 to 6 yearsCertifications
Travel
Workstyle
HybridAt 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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