"Alerted.org

_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._

Qualifications:

Required:

+ Ten (10) or more years of experience in enterprise technology leadership, technology program management, management consulting, or a similar strategic advisory role.

+ Direct experience supporting a senior technology executive in a highly visible, trusted capacity.

+ Demonstrated ability to lead structured programs, manage complex cross‑functional initiatives, and guide teams in delivering high‑impact work.

+ Strong enterprise technology knowledge, including strategy development, governance, and large‑scale transformation.

+ Proven track record producing high‑quality executive reporting and presentations for senior audiences.

+ Financial management experience including budgets, forecasting, headcount planning, and portfolio investment analysis.

+ Demonstrated ability to operate effectively in ambiguous, fast‑moving environments while exercising sound judgment and executive‑level influence.

+ Clear understanding that this is a delivery‑oriented role requiring hands‑on execution and personal accountability for outcomes.

Preferred:

+ Big Four or top‑tier consulting experience focused on technology strategy, technology operations, or enterprise transformation.

+ Prior experience leading or supporting an Office of the CIO or Chief of Staff function in a large enterprise environment.

+ Experience working directly with C‑suite executives in strategic planning and decision‑making settings.

+ Background in financial services.

Measures of Success

Success in this role will be demonstrated by:

+ Predictable execution and improved outcomes across strategic technology initiatives

+ Clear alignment between technology strategy, investment priorities, and delivery

+ High‑quality, decision‑ready executive reporting adopted by senior leadership

+ A high‑performing Office of the CIO function recognized as a trusted partner

+ Strong operating discipline and cadence across the technology leadership team

Key Responsibilities:

Leadership of the Office of the CIO

+ Serve as a key advisor to the CIO by transforming ideas, questions, and direction into structured analysis, recommendations, and actionable execution plans.

+ Own and drive the core operating rhythm of the CIO organization, including leadership meetings, agendas, materials, follow‑ups, and executive communications.

+ Build, lead, and scale a high‑performing OCIO team, providing coaching, development, and clear accountability for results.

Pr **ogram Leadership and Special Project Execution:**

+ Run the Office of the CIO as an enterprise‑scale program with defined objectives, governance, milestones, and measurable outcomes.

+ Lead high‑impact initiatives assigned directly by the CIO, including operating model assessments, organizational design, strategic planning enablement, and productivity transformations.

+ Orchestrate complex, cross‑functional initiatives with firm‑wide impact, proactively managing risks, dependencies, and executive escalations.

+ Partner with technology senior leaders and the Enterprise PMO to establish, enforce, and continuously improve program execution standards.

Technology Strategy and Advisory Support:

+ Drive and shape the advancement of the enterprise technology strategy through analysis, research, and structured, data‑driven recommendations.

+ Strengthen strategic decision‑making by providing context, insights, scenario analysis, and trade‑off evaluations.

+ Facilitate strategic planning sessions and senior leadership workshops, including development of multi‑year technology priorities and roadmaps.

Executive Reporting and Communication

+ Produce clear, concise, and decision‑ready reporting for senior leadership covering strategic initiatives, financial performance, execution risks, and organizational health.

+ Prepare materials for executive committees, board‑level discussions, and C‑suite engagements.

+ Ensure the CIO and technology leadership team have timely, accurate, and actionable information to drive decisions.

Financial and Productivity Support

+ Partner closely with finance, operations, and technology leaders on budget planning, forecasting, headcount management, and investment prioritization.

+ Support productivity and cost‑efficiency initiatives during periods of budget pressure while maintaining alignment to strategic objectives.

+ Ensure technology investment decisions are supported by rigorous financial analysis and clear linkage to enterprise priorities.