• CRA and Initiatives Coordinator

    Raymond James Financial, Inc. (Pittsburgh, PA)


    Summary of the** **Position:

    The CRA and Initiatives Coordinator is responsible for driving and managing key change initiatives across the bank and supporting the CRA Officer in executing the bank’s Community Reinvestment Act strategy. This role leads large-scale transformational projects that align organizational processes, culture, and technology and ensures accurate documentation of CRA activities. These combined responsibilities support both regulatory excellence and enterprise-wide innovation.

    Primary Functions of the** **Position:

    + Direct organizational change initiatives from initial planning through implementation, ensuring timely and cost- efficient execution while minimizing operational disruptions.

    + Foster a culture of adaptability and ongoing improvement, inspiring innovation and promoting active employee engagement throughout transformational initiatives

    + Oversee centralized tracking of Community Reinvestment Act (CRA) activities using Kadince, including charitable donations, employee volunteer hours, Community Development loans, and qualified investments.

    + Conduct quarterly audits of CRA documentation to ensure accuracy, completeness, and adherence to regulatory requirements.

    + Represent the bank at community events, nonprofit meetings, and CRA partner engagements to build strong relationships and promote outreach to low- and moderate-income (LMI) communities.

    + Support the implementation of the bank’s CRA Strategic Plan by partnering with internal departments and external stakeholders to ensure consistent execution and reporting.

    Education and Experience** **Requirements:

    + Bachelor’s degree preferred

    + 2–5 years of CRA, compliance, change management, or community development experience.

    + Strong understanding of CRA regulations.

    + Excellent written and verbal communication skills.

    + Ability to work independently and collaboratively across departments.

    Essential Skills and** **Abilities:

    + Strong project management and organizational skills.

    + Experience with nonprofit partnerships and community outreach.

    + Familiarity with CRA documentation standards and audit preparation.

    + Background in financial services, public policy, or community development.

    + Highly adaptable and resilient, able to navigate ambiguity and shifting priorities while maintaining composure and providing guidance during periods of organizational transition or uncertainty.