Job Description Summary
The Vice President, Wealth Management Technology is a senior technology leader responsible for the strategy, delivery, stability, and evolution of technology supporting Wealth Management business capabilities used by Financial Advisors, Branch Associates, and Home Office users.
This is a leader-of-leaders role responsible for a multi-layered organization of technology leaders, full-time associates, and geographically distributed consulting teams supporting core Wealth Management capabilities, including Portfolio Management, Rebalancing, Proposal Generation, Client Reporting, Financial Planning, Product Catalog, and External Account Aggregation.
The role partners closely with Product Management, business stakeholders, and enterprise technology teams to deliver scalable, secure, and advisor-centric solutions while maintaining strong production stability and technology hygiene across a modern technology stack.
As Raymond James continues to expand its AI capabilities, this leader will drive the adoption of AI-enabled development tools, such as Claude Code and emerging technologies, to improve engineering productivity, while identifying opportunities to embed AI into Wealth Management applications that give advisors time back through automation and insights, improve decision-making, and enhance client service.
The ideal candidate combines strong technology leadership, Wealth Management domain expertise, business acumen, and a proven ability to build high-performing organizations, influence stakeholders, and translate strategy into measurable business value.
Job Description
This position follows a hybrid work model, with an expectation to be in the office 3 days per week at the St. Petersburg, FL Corporate Office location.
Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
Key Responsibilities:
- Define and execute the technology strategy and roadmap for Wealth Management platforms supporting Financial Advisors, Branch Associates, and Home Office users.
- Develop deep expertise in the Wealth Management domain, advisor workflows, investment processes, and end-to-end user journeys, and use that expertise to shape technology strategy, prioritization, and solution design.
- Partner closely with Product Management and business stakeholders to align technology investments with business priorities and deliver solutions that enhance advisor effectiveness and client service.
- Serve as a trusted technology advisor to senior leadership, influencing strategic decisions and providing visibility into priorities, risks, investments, and technology opportunities.
- Own end-to-end accountability for application delivery, production stability, platform reliability, and the overall health of the Wealth Management technology portfolio.
- Maintain strong product and technology hygiene by keeping platforms stable, secure, supportable, and current with technology upgrades, security requirements, and enterprise standards.
- Drive engineering excellence through quality engineering, automation, observability, disciplined software delivery practices, and continuous improvement.
- Drive adoption of AI-enabled tools and technologies, including Claude Code, to improve engineering productivity, software quality, and delivery speed.
- Build strong partnerships across Product, Architecture, Data, Infrastructure, Security, Compliance, and other business and technology organizations to align priorities, resolve dependencies, remove obstacles, and drive successful outcomes.
- Lead budget planning and investment discussions, manage approved budgets, and ensure effective stewardship of technology resources and investments.
- Lead a multi-layered organization through technology leaders and managers, overseeing full-time associates and geographically distributed consulting teams while building leadership capability, organizational effectiveness, and succession depth.
- Foster a culture of accountability, collaboration, innovation, continuous learning, and ownership with a strong focus on advisor and business success.
- Ensure adherence to company policies, governance standards, regulatory requirements, risk management practices, audit controls, and mandated training requirements.
Skills & Competencies:
- Strong understanding of the Wealth Management domain, advisor workflows, and investment processes.
- Strategic technology leadership with the ability to align technology investments to business priorities.
- Proven ability to lead and develop multi-layered organizations through leaders and managers.
- Strong stakeholder management, influence, and executive communication skills.
- Ability to balance strategic planning, execution, production stability, and talent development.
- Experience building high-performing teams and fostering a culture of accountability, collaboration, and continuous improvement.
Work Experience:
- 15+ years of progressive technology experience, including application development, architecture, and technology leadership roles.
- 10+ years of experience leading managers and multi-layered technology organizations.
- Proven experience leading large-scale application portfolios within Wealth Management, Financial Services, or a related industry.
Education
Bachelor’s - Completed (Required)
Work Experience
General Experience - More than 15 years, Manager Experience - 10 to 15 years
Certifications
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.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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