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,…