Sr. IT Product Manager, Advisor Technology
Company: LPX Group
Location: Saint Petersburg
Posted on: June 22, 2022
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Job Description:
*Job is located in St. Petersburg, Florida but open to fully
remote candidates*
Job SummaryWorking with the Advisor Technology Product Team to
support new features and enhancements to critical Financial Advisor
products. Will use extensive knowledge and skills obtained through
education and experience to identify, analyze and document complex
business requirements and processes using specific extensive input
from industry and/or business unit. Demonstrates subject matter
expertise, the ability to integrate domain knowledge into project
work, and an understanding of financial services standards and
practices. Serves as the primary point of contact on the most
complex or escalated issues. May provide direction and guidance to
team members. Applies specialized business knowledge and skills to
produce significant deliverables. Coordinates projects across
multiple departments and business units that have enterprise
impact.
Essential Duties and Responsibilities:--- Collects and analyzes
information, interviews subject matter experts (SMEs), observes
operations, and uses knowledge of business systems and processes to
develop solutions to specific problems.--- Reviews operational
procedures and methods, maps current business processes, defines
and analyzes business activities, conducts benchmarking activities
to identify best practices, and recommends changes for
improvement.--- Tracks and collects performance and status
information to develop reports and planning processes.---
Collaborates with team members to define project scope(s) and
objectives by gathering research and data using a demonstrated
understanding of operations, systems and industry requirements.---
Demonstrates an understanding of the business case behind all
projects, including the motivating factors for all stakeholders.---
Develops and maintains project schedules, prioritizes projects
tasks and collaborates with other business units.--- Serves as a
functional subject matter expert (SME) to provide internal
consulting services to assigned functional area(s).--- Coordinates
activities with other functional areas, and facilitates the
implementation of cross-functional business system modules, models
and/or enhancements.--- May lead small to medium-sized projects.---
Consults with users to identify, analyze, refine and document
business requirements.--- Serves as a liaison between client
business units and technical business units by analyzing business
and user needs, defining requirements, and representing the user in
the design, development, validation and implementation of
appropriate technology solutions.--- Represents stakeholders on
project teams and solves problems with large, complex
cross-functional systems and processes.--- Often serves a dual role
as the point of contact for both business users and technical staff
to discuss and clarify business requirements and technical
specifications.--- Partners with technical business units to
research, analyze and resolve of system and process problems.---
Locates, gathers and analyzes information to find potential
solutions to issues, as well as best practices. Evaluates the
potential benefits of such solutions to the organization.---
Assists in planning and implementing change initiatives.---
Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities Knowledge of--- Advanced concepts,
practices and procedures of project analysis and project
management.--- Investment concepts, practices and procedures used
in the securities industry.--- Functional, operational and
technical requirements of all systems used by assigned functional
area(s).--- Concepts of risk management, issue tracking, change
management and requirements gathering.--- Information technology
support and technical documentation.--- System analysis and
business process modeling.--- Principles of securities industry
operations.--- Business planning and analysis.
Skill in--- Communicating system interface requirements and
relationships.--- Creating and interpreting process maps and
flowcharts.--- Interpreting client input, clarifying issues and
developing solutions.--- Conducting business process and systems,
feasibility and cost justification analyses.--- Preparing various
reports, summaries, surveys and written recommendations.--- Project
planning and reporting and coordinating project activities across
organizational lines.--- Preparing and delivering written and oral
presentations.--- Operating standard office equipment and using
required software applications.
Ability to--- Facilitate information gathering sessions ensuring
that all viewpoints, ideas and problems are included in the project
specifications.--- Incorporate needs, wants and goals from
different business unit perspectives into project
specifications.--- Attend to detail while maintaining a big picture
orientation.--- Solve complex problems and model the business and
financial impact of proposed scenarios.--- Ensure that all project
activities have a focus on quality and adhere to any identified
best practices.--- Perceive information, linkages and trends to
apply this knowledge to assignments.--- Resolve complex analytical
challenges, independently analyze information, and make
recommendations based on analysis.--- Read, comprehend and apply
technical information.--- Use collaborative skills to accomplish
work as a team.--- Solve problems with large, complex
cross-functional systems and processes.--- Organize and prioritize
multiple tasks and meet deadlines.--- Establish and maintain
effective working relationships at all levels of the organization,
including negotiating resources.--- Incite enthusiasm, influence,
and motivate individuals and project teams without organizational
authority.--- Provide a high level of customer service.---
Communicate effectively, both orally and in writing, with all
organizational levels.
Education/Previous Experience--- Bachelor's Degree in the specific
business function of assigned functional area or related field and
a minimum of three (3) years of experience in defining and
documenting business and technical requirements and processes OR
Any equivalent combination of experience, education and/or training
approved by Human Resources--- Financial services experience -
specifically brokerage/wealth management - experience highly
preferred.
Licenses/Certifications--- Certified Associate in Project
Management (CAPM) preferred
Keywords: LPX Group, St. Petersburg , Sr. IT Product Manager, Advisor Technology, IT / Software / Systems , Saint Petersburg, Florida
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