Vice President, Wealth Management Technology

Job Description Summary

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

Work Experience

Certifications

Travel

Workstyle

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.

About Raymond James

Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Working at Raymond James

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.