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Job Description

**Note:** This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.

Job Summary:

Are you passionate about new technology that enhances the daily lives of its users? Raymond James is currently seeking an Associate Director, Technology with experience in Product Management and business operations. You will be part of the Digital Workplace product team, a driving force behind the digital experience transformation at Raymond James. This team provides enterprise third-party applications to improve associates' collaboration and productivity in the digital era. In this role, you will regularly collaborate with IT leadership, financial advisors, and business stakeholders across the organization to advance capability development and improve the client experience. The Associate Director position involves leading a team of IT analysts and coordinating product development with a global team of engineering and operations resources.

This position is responsible for overseeing Product Management related to Project Management applications and Forms technology throughout the Raymond James enterprise. In-depth knowledge of Project Management methodologies and particular technologies in the product space, such as SmartSheet, is preferred. In addition to managing products, the candidate will develop strategies and implement operational processes to promote product growth, awareness, and adoption. This includes establishing strong communication lines across the business and educating customers on digital workplace products. Candidate will drive digital workplace roadmap awareness and communicate product changes throughout the organization.

Essential Duties and Responsibilities:

+ Manages team responsible for Product Management of Project Management and Forms applications, current leading technologies include SmartSheet, Microsoft Forms, and Mentimeter.

+ Frequently in collaboration with project managers to develop and maintain project schedules, if no project manager assigned the Associate Director serves as the lead project manager to oversee the onboarding, rollout, and adoption of new products or features within assigned product space.

+ Own the product roadmaps and ensure alignment with strategic goals.

+ Collaborate with IT, advisors, and business stakeholders to drive capability development and enhance the client experience.

+ Drive new product/feature requirements and ensure operational readiness before delivery.

+ Conduct competitive analysis and maintain awareness of the market landscape.

+ Engage with internal and external clients to validate assumptions and inform strategy.

+ Develop, implement, and maintain processes for transparency in digital workplace roadmaps and technology changes among internal stakeholders.

+ Responsible for coordinating technology solution consulting, education, and training needs across all Digital Workplace products.

+ Lead role on business application approval project to define a new approval process for new SaaS and desktop software entering the firm.

+ Provides strategic direction to team and business partners in IT by remaining up to date on key technology, business and industry trends.

+ Develops budget/ annual goals and objectives; holds organization accountable for attaining goals and objectives.

+ Performs other duties and responsibilities as assigned.

Skills/Previous Experience:

+ At least ten (10) years of relevant experience including management or leadership experience or an equivalent combination of education, training and experience is preferred.

+ Presentation Skills: Delivers clear, compelling presentations tailored to the audience, using storytelling and visuals to influence decisions and drive engagement.

+ Strategic Mindset & Innovation: Ability to develop and articulate product strategy, challenge the status quo, and create competitive advantage.

+ Leadership & Influence: Lead with limited direction, influence across teams, and manage stakeholders effectively.

+ Communication & Collaboration: Strong interpersonal skills, persuasive communication, and the ability to build constructive relationships.

+ Analytical & Problem Solving: Manage complexity, think creatively, and express complex ideas clearly.

+ Accountability & Ownership: High level of responsibility for outcomes and readiness to champion change.

Required:

+ Experience with at least ten (10) years of leading and managing IT projects.

+ Candidate must be very organized and detailed-oriented with strong communication skills.

+ Considerable experience presenting to C-Level executives and business stakeholders’ audiences of all sizes.

+ Track record of recruiting, motivating and developing an effective team.

Preferred:

+ Product Management background; requirements gathering, rollout strategies, communication and adoption tactics.

+ Familiarity with fundamentals of Product Management.

+ Considerable experience with SmartSheet and/or Microsoft Project.

+ Experience leading digital transformation efforts and implementing SaaS solutions.

+ Experience in the Financial Service industry.

+ Experience with business operations functions, process development and improvement.

Licenses/Certifications:

+ PMP Certification preferred.

+ SmartSheet certifications preferred.

+ Lean/Six Sigma certifications preferred.

+ SIE/Series 7 certifications preferred.

Education

Bachelor’s: Computer and Information Science, Bachelor’s: Information Technology, High School (HS) (Required)

Work Experience

Manager Experience - 6 to 10 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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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