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Raymond James Logo Raymond James · Finance

Senior Advisor, Business Process Innovation

United States, St Petersburg, Florida · Job Posted March 11, 2026
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Job Description

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 Responsibility

  • 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

Requirements

  • Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: Management Information Systems
  • General Experience - 3 to 6 years
  • Knowledge of fundamental concepts, practices and procedures of process improvement analysis
  • Knowledge of fundamental concepts, practices and procedures of business process management (BPM)
  • Knowledge of basic principles of banking and finance and securities industry operations
  • Knowledge of 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)
  • Skill in Modeling processes
  • Skill in Eliciting business requirements
  • Skill in Translating process objectives to an implementable process model
  • Skill in Developing instructional and procedural documentation/presentations
  • Skill in 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
  • Ability to Take personal ownership of issues, following through to issue resolution
  • Ability to Actively communicate technical and business aspects of work efforts to team members
  • Ability to Mentor other associates when necessary
  • Ability to Effectively organize and prioritize all tasks and responsibilities
  • Ability to Participate in team projects and activities
  • Ability to Demonstrate flexibility in accepting and adapting to change
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