Raymond James Financial, Inc

Project Manager

Raymond James Financial, Inc$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in operational risk, project coordination, or related fields.
  • Strong understanding of risk management principles and project management methodologies.
  • Ability to analyze data and develop reporting materials for senior leaders.
  • Experience collaborating with senior leaders and cross-functional teams.
  • Familiarity with financial services regulatory environments and risk frameworks preferred.

Responsibilities

  • Support the identification and monitoring of operational risks within GWS.
  • Coordinate project execution and alignment with strategic initiatives.
  • Develop comprehensive project plans and status reports for transparency.
  • Engage with stakeholders to gather requirements and track project deliverables.
  • Prepare materials for leadership decision-making and governance routines.

Benefits

  • Medical, dental, and vision insurance.
  • Life, critical illness, and accident insurance.
  • Disability benefits.
  • Retirement savings plan.
  • Paid time off including vacation, holidays, and sick leave.
  • Parental leave.
Full Job Description
Job Description Summary

Job Description

Under general supervision, uses knowledge and skills obtained through experience and training to support the Global Wealth Solutions (GWS) Risk Management Office (RMO) and Project Management Office (PMO) in driving execution, governance, and alignment across key initiatives and enterprise priorities.

This role operates within the GWS Central Office and supports all GWS business lines across Risk, Strategy, Technology, and Operations. The position plays a critical role in connecting priorities across functions, ensuring initiatives are executed effectively within established risk frameworks and governance standards.

Responsibilities span both operational risk and project execution disciplines, including risk identification and monitoring, project coordination, stakeholder alignment, and development of reporting and materials for leadership. The role requires frequent collaboration with GWS senior leaders, business heads, and key stakeholders, as well as partnership with second- and third-line risk teams (e.g., Risk, Compliance, Internal Audit) to ensure alignment with enterprise standards and expectations.

This position requires a highly flexible, team-oriented individual who can operate as a utility player across the Central Office-stepping in to support a wide range of priorities, initiatives, and emerging needs. The role contributes across both ongoing operational activities and discrete project workstreams, often simultaneously.

May lead defined workstreams or components of projects of moderate scope. Exercises sound judgment in managing work independently while appropriately engaging leadership and stakeholders to ensure alignment, mitigate risk, and support decision-making. Regular interaction with senior leaders and cross-functional partners is required.

Essential Duties and Responsibilities

Risk Management Office Support
• Supports the identification, assessment, and monitoring of operational risks across GWS, ensuring alignment with established risk frameworks and risk appetite
• Partners with first-line business leaders and second- and third-line risk teams (Risk, Compliance, Internal Audit) to support risk reviews, assessments, and remediation efforts
• Tracks key risk indicators, issues, and remediation activities, identifying deviations and escalating as appropriate
• Contributes to risk reporting and governance materials for senior leadership, including dashboards and executive summaries
• Supports risk assessments, control evaluations, and documentation of processes and procedures
• Reinforces adherence to policies, procedures, and regulatory expectations across business lines
• Identifies opportunities for process improvement, standardization, and risk mitigation

Project & Program Execution
• Supports planning, coordination, and execution of projects and initiatives across GWS, ensuring alignment with strategic priorities
• Partners with business leaders and stakeholders across Risk, Strategy, Technology, and Operations to drive execution and deliver outcomes
• Develops and maintains project plans, timelines, status reporting, and tracking tools to ensure transparency and accountability
• Coordinates across stakeholders to gather requirements, track deliverables, and ensure timely execution
• Monitors project risks, dependencies, and issues, escalating as needed and supporting resolution
• Supports governance routines, including status reporting, leadership updates, and meeting facilitation
• Prepares materials for senior leadership, including presentations and decision support documentation
• Analyzes data and reporting to identify trends, risks, and insights to inform decision-making
• May lead discrete workstreams or components of projects of moderate complexity

Stakeholder Engagement and Leadership Support
• Partners directly with GWS senior leaders, business heads, and key stakeholders to support execution of priorities and initiatives
• Builds strong relationships across first-line teams and second- and third-line risk partners to enable effective collaboration and alignment
• Facilitates meetings and working sessions to drive progress, accountability, and decision-making
• Communicates clearly and concisely with stakeholders at all levels, including development of executive-level materials
• Supports change management efforts through stakeholder alignment, communication, and readiness activities

Team and Organizational Support
• Operates as a highly flexible team player within the GWS Central Office, stepping in to support a broad range of initiatives and priorities as needed
• Contributes across Risk, Strategy, Technology, and Operations efforts, often balancing multiple workstreams simultaneously
• Demonstrates a proactive mindset and willingness to take on new challenges and evolving responsibilities
• Applies organizational policies and procedures while exercising sound judgment
• Maintains awareness of GWS initiatives, tools, and evolving business priorities
• Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of
• Operational risk management principles, including risk identification, assessment, and monitoring
• Project and program management methodologies, tools, and practices
• Business operations and cross-functional organizational dynamics
• Data analysis, reporting, and performance metrics
• Regulatory environment and risk frameworks relevant to financial services preferred

Skill in
• Managing multiple priorities and workstreams with strong organization and attention to detail
• Developing structured documentation, reporting, and executive-level materials
• Creating clear, concise, and effective PowerPoint presentations for leadership audiences
• Utilizing project tracking and workflow tools (e.g., Smartsheet) to manage deliverables and timelines (preferred)
• Analyzing data and translating insights into actionable recommendations
• Communicating effectively with senior leaders and cross-functional stakeholders
• Collaborating across functions to drive alignment and execution
• Using standard business tools including Microsoft Office Suite, Teams, PowerPoint, and Excel

Ability to
• Operate with ownership, accountability, and a strong team-oriented mindset
• Work independently while exercising sound judgment in determining when to engage stakeholders or elevate decisions
• Function as a utility player, flexing across priorities and stepping into ambiguous or evolving needs
• Demonstrate curiosity, learning agility, and a strong desire to continuously build knowledge and capabilities
• Thrive in a fast-paced, dynamic environment with shifting priorities
• Balance strategic context with tactical execution
• Build strong relationships and influence across senior leaders and stakeholder groups
• Identify issues, assess impacts, and recommend practical solutions
• Manage competing deadlines while maintaining quality and accuracy
• Adapt quickly to changing priorities and business needs

Educational / Previous Experience Requirements
• Associate's or Bachelor's degree, relevant certifications, or equivalent combination of education and experience preferred
• Relevant experience in operational risk, project coordination, business operations, or a related field required
• Demonstrated ability to support risk management activities and coordinate project execution across stakeholders
• Experience working with senior leaders and cross-functional teams in a complex organization
• Experience interacting with second- and third-line risk functions (Risk, Compliance, Audit) preferred
• Experience in data analysis, reporting, and development of executive materials
• Exposure to financial services, risk frameworks, or regulatory environments preferred
• Practical experience and demonstrated execution capability are valued over formal credentials

Licenses / Certifications

None required

Education
Bachelor's: Business Administration, Bachelor's: Computer and Information Science, Bachelor's: Construction Management

Work Experience
General Experience - 3 to 6 years

Certifications
Other Certification Not Listed - Other

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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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