Raymond James Financial, Inc

Vice President, Innovation - Raymond James Investment Management

Raymond James Financial, Inc • $150K — $200K *
Saint Petersburg, FL 33710In-Person
Finance & Insurance
8 - 10 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Business Administration, or Finance required.
  • 10+ years in financial services, asset management, wealth management, or related fields.
  • Demonstrated senior leadership experience managing cross-functional initiatives without direct authority.
  • Experience in technology-driven transformation within a regulated framework.
  • Advanced degree preferred.

Responsibilities

  • Define and implement a comprehensive innovation strategy aligning with business priorities.
  • Lead the introduction of AI and data capabilities in various operational areas.
  • Identify and prioritize innovative use case opportunities across functions.
  • Create and manage a long-term roadmap for technological innovation.
  • Establish firmwide training programs to enhance tech and AI adoption by employees.
  • Track and report metrics related to innovation initiatives and performance.
  • Coordinate technology prioritization committees to align strategic value and resource capacity.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability benefits.
  • Retirement savings plans.
  • Paid time off including vacation and sick leave.
  • Parental leave options.
Full Job Description

Job Description Summary

The Vice President, Innovation is responsible for driving practical, scalable innovation across Raymond James Investment Management, with a focus on technology-enabled capabilities, artificial intelligence, and strategic partnerships. This role serves as a bridge between business and technology, ensuring innovation efforts deliver measurable value. The position emphasizes execution, governance, adoption, and change management - translating emerging capabilities into durable solutions that improve investment processes, operational workflows, sales effectiveness, and client outcomes.

Job Description

Responsibilities:

  • Define and execute a firmwide innovation strategy aligned with RJIM’s business priorities, operating model, and regulatory obligations.
  • Lead the responsible implementation of artificial intelligence and data-enabled capabilities across investment, operational, and client-facing functions.
  • Identify, prioritize, and guide use cases spanning investment research, risk management, operational efficiency, and advisor and client experience.
  • Develop and maintain a multi-year strategic implementation roadmap for innovation and technology-enabled capabilities.
  • Establish and lead firmwide training and enablement programs that educate associates on how to effectively leverage technology, AI, and data to improve their roles and workflows.
  • Track adoption, usage, and progress of innovation initiatives across the firm, using clear metrics and reporting to inform prioritization and investment decisions.
  • Lead cross-functional technology and innovation prioritization committees to align demand, capacity, and strategic value.
  • Assess blockchain and tokenization use cases in asset management and lead implementation efforts for applicable platform capabilities and transaction processing solutions.
  • Serve as a senior internal advisor on emerging capabilities, including AI, automation, and new platforms, balancing innovation with appropriate governance and control.
  • Partner with product and investment teams on platform and capability enhancements, including RJIM’s proprietary risk technology platform, tax loss harvesting strategies, and other emerging technologies.
  • Identify, evaluate, and manage fintech and technology partnerships, including vendor diligence and pilot governance.
  • Coordinate with Raymond James Financial’s AI and technology teams to best leverage enterprise-wide resources, infrastructure, tools, and best practices.
  • Drive change management, communication, and executive engagement to ensure adoption and sustained impact.

Knowledge of:

  • Investment management products, platforms, and operating workflows.
  • Artificial intelligence concepts, capabilities, limitations, and governance considerations.
  • Technology-enabled capabilities across investment, operational, and client-facing functions.
  • Regulatory expectations, internal controls, and the roles of technology, data, risk, compliance, legal, and information security teams in a regulated environment.
  • Managed account platforms or advisor-facing technology tools. (Preferred)
  • Tax-aware investment strategies, including tax loss harvesting. (Preferred)

Skills in:

  • Executive communication, facilitation, and change management.
  • Leading cross-functional prioritization, roadmap development, metrics, and reporting.
  • Identifying and prioritizing business use cases and translating them into scalable innovation and technology-enabled capabilities.
  • Vendor diligence, pilot governance, and fintech or technology partnership evaluation.

Ability to:

  • Drive cross-functional initiatives through influence rather than direct authority.
  • Partner effectively with risk, compliance, legal, technology, data, and information security stakeholders.
  • Bridge technology and business leadership to ensure innovation efforts deliver measurable value.
  • Translate emerging capabilities into durable solutions that improve investment processes, operational workflows, sales effectiveness, and client outcomes.
  • Balance innovation with appropriate governance and control.
  • Drive adoption and sustained impact through change management, communication, and executive engagement.

Educational/Previous Experience Requirements

  • Bachelor’s degree required.
  • 10+ years of experience in financial services, asset management, wealth management, or a related regulated industry.
  • Demonstrated senior-level leadership experience driving cross-functional initiatives through influence rather than direct authority.
  • Experience leading technology-enabled transformation, innovation, or platform initiatives in a regulated environment.
  • Advanced degree preferred.
  • Any equivalent combination of experience, education, and/or training approved by Human Resources.
  • Advanced degree preferred.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

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
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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