Raymond James Financial, Inc

Technology Director -Back Office Financial Systems

Raymond James Financial, Inc$130K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Computer Science, Information Systems, Finance, or a related field (advanced degree preferred).
  • 10+ years of progressive experience in Financial Systems, ERP/EPM leadership, or enterprise technology roles.
  • Strong hands-on and leadership experience with cloud EPM and ERP platforms.
  • Proven ability to act as a trusted advisor to senior Finance and business leaders.
  • Experience in vendor management and systems integrator leadership.

Responsibilities

  • Serve as a trusted advisor to Finance leadership on technology matters.
  • Translate Finance strategy into scalable technology solutions.
  • Oversee the entire lifecycle of corporate finance systems.
  • Ensure system stability, performance, and scalability.
  • Lead large finance transformation programs.
  • Champion AI and automation initiatives within Finance.
  • Develop high-performing financial systems teams.

Benefits

  • Medical, dental, and vision insurance.
  • Life and critical illness insurance.
  • Disability benefits.
  • Retirement savings plan.
  • Paid time off including vacation, holidays, and sick leave.
Full Job Description
Job Description Summary
The IT Director of Financial Systems is a senior technology leader responsible for the strategy, delivery, and ongoing optimization of enterprise financial platforms. This role will lead critical finance technology domains including General Ledger, Accounts Payable, Revenue Management, and Billing, ensuring scalable, efficient, and compliant financial operations.
This position serves as a trusted advisor to Finance leadership and collaborates closely with cross-functional business and technology teams to drive alignment, innovation, and transformation across the organization.

Job Description

This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month.

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Responsibilities:

Strategic Leadership & Business Partnership
  • Serve as a strategic technology partner and trusted advisor to Finance executive leadership, enabling business outcomes through modern financial systems.
  • Translate Finance strategy and operational needs into scalable, secure, and cost-effective technology solutions.
  • Provide thought leadership on finance digitization, AI use cases, automation, and platform modernization.


Enterprise Financial Systems Leadership
  • Own the end-to-end lifecycle management for all Raymond James corporate finance system including:
    • General Ledger and Accounts Payables
    • Revenue Management and Billing
    • Consolidations and Close
    • Budgeting, Planning, and Forecasting
    • Contracts and Procurement
  • Ensure platform stability, performance, controls, and scalability.


Transformation & Program Delivery
  • Oversee large, multi-year finance transformation programs
  • Drive simplification and standardization of finance processes and data across platforms.
  • Ensure strong governance, delivery discipline, and alignment with enterprise architecture standards.


AI & Automation Enablement
  • Champion the use of AI and intelligent automation to streamline Finance and IT processes, improve insights, and reduce manual effort.
  • Identify opportunities to leverage GenAI, machine learning, workflow automation, and analytics across financial systems.
  • Partner with Finance and IT teams to pilot and scale AI-enabled capabilities responsibly.


Team & Talent Development
  • Build, lead, and develop high-performing financial systems teams with strong functional and technical expertise.
  • Establish clear operating models encompassing internal teams, managed service providers, and system integrators.
  • Foster a culture of accountability, continuous improvement, and collaboration.


Vendor & Stakeholder Management
  • Manage strategic vendor relationships, including software providers, system integrators, and managed service partners.
  • Own vendor performance, contract management, and cost optimization.
  • Ensure effective coordination across vendors and internal teams to deliver high-quality outcomes.


Risk, Controls & Operational Excellence
  • Ensure systems meet internal control, audit, and compliance requirements.
  • Oversee system resiliency, data quality, security, and access controls.
  • Drive operational excellence through strong KPIs, SLAs, and continuous service improvement.


Required Qualifications
  • Bachelor's degree in Computer Science, Information Systems, Finance, or a related field (advanced degree preferred).
  • 10+ years of progressive experience in Financial Systems, ERP/EPM leadership, or enterprise technology roles.
  • Strong hands-on and leadership experience moving to and supporting cloud EPM and ERP platforms,.
  • Proven ability to act as a trusted advisor to senior Finance and business leaders.
  • Strong vendor management and systems integrator leadership experience.


Preferred Experience
  • Experience supporting OneStream or other cloud EPM solutions or Cloud Finance ERP solutions.
  • Experience with Oracle Financial platforms, including:
    • PeopleSoft
    • Revenue Management and Billing (RMB)
    • Financial Accounting Hub (FAH)
  • Familiarity with AI-enabled finance tools, analytics platforms, or intelligent automation technologies.
  • Strong understanding of finance data models, integrations, and reporting architectures.


Leadership Competencies
  • Strategic thinker with strong execution discipline
  • Excellent communication and stakeholder-management skills
  • Results-oriented, with the ability to navigate complex organizations
  • High integrity, sound judgment, and a collaborative leadership style


Education
Bachelor's: Computer and Information Science (Required), Bachelor's: Data Science, Bachelor's: Information Technology

Work Experience
General Experience - More than 15 years, Manager Experience - 10 to 15 years

Certifications

Travel

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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