Business Transformation & AI Enablement

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Under general supervision, uses knowledge and skills obtained through experience and training to support strategic initiatives, operational improvement efforts, AI enablement activities, and enterprise project execution across the Global Wealth Solutions (GWS) organization. This role operates within the GWS Central Office and serves as a key partner in driving organizational priorities across Risk, Strategy, Technology, Operations, Workplace Solutions, and Business Enablement teams. The position supports the planning, coordination, execution, and adoption of initiatives designed to improve operational effectiveness, advisor and client experience, organizational scalability, and business outcomes. Working closely with GWS leadership and cross-functional stakeholders, the role helps facilitate project delivery, operational improvements, process optimization, AI enablement efforts, organizational communications, and change management activities. Responsibilities include project management support, stakeholder engagement, executive reporting, business analysis, meeting facilitation, performance tracking, and coordination of strategic initiatives from concept through implementation. The position plays an active role in identifying opportunities to improve processes, leverage technology, and enhance organizational efficiency. This includes supporting the evaluation, adoption, and responsible use of AI and emerging technologies to streamline workflows, improve decision-making, and increase team effectiveness. Success in this role requires maintaining clear visibility into priorities, progress, risks, and deliverables through proactive communication, structured documentation, and consistent stakeholder engagement. The associate is expected to provide timely verbal and written updates, maintain accurate project records, and help leadership effectively monitor progress across multiple concurrent initiatives. The ideal candidate is highly organized, adaptable, and solutions-oriented, with the ability to balance strategic thinking and tactical execution in a dynamic environment. This individual demonstrates strong business acumen, attention to detail, intellectual curiosity, and the ability to influence and collaborate across teams while managing multiple priorities simultaneously. This role supports multiple concurrent initiatives under the guidance of leadership and senior team members while helping drive accountability, transparency, operational excellence, and execution consistency across GWS programs and workstreams.

Requirements

Working knowledge of, or ability to quickly learn: Project management methodologies, tools, governance practices, and execution frameworks
Operational improvement, process optimization, change management, and organizational effectiveness concepts
AI-enabled tools, automation capabilities, and emerging technologies
Business operations, stakeholder engagement, cross-functional collaboration, and reporting practices
Risk management principles, governance frameworks, and controls preferred
Financial services operations, products, and regulatory environments preferred
Data analysis, performance metrics, and reporting concepts preferred
Managing multiple priorities, projects, and workstreams with strong organization and attention to detail
Developing structured project documentation, executive reporting, dashboards, presentations, meeting materials, and status updates
Creating clear, concise, and impactful PowerPoint presentations for leadership audiences
Utilizing project tracking and workflow management tools, including Smartsheet and related platforms
Facilitating meetings, working sessions, and follow-up activities to drive accountability and execution
Identifying operational inefficiencies and translating business challenges into actionable solutions
Thinking creatively, strategically, and analytically to solve problems and improve processes
Communicating effectively with senior leaders, business partners, and cross-functional stakeholders
Providing concise, accurate, and actionable written and verbal status updates
Maintaining organized documentation and project records that enable transparency, continuity, and effective collaboration
Building relationships and influencing outcomes across teams without direct authority
Collaborating across functions to support alignment, execution, and organizational effectiveness
Using standard business tools including Microsoft Office Suite, Teams, Excel, PowerPoint, and collaboration platforms
Balance strategic thinking with tactical execution and operational follow-through
Operate with ownership, accountability, sound judgment, and adaptability in a fast-paced environment
Build strong relationships and collaborate effectively across diverse stakeholder groups
Identify business challenges and recommend practical, scalable solutions
Manage competing priorities while maintaining quality, accuracy, and attention to detail
Facilitate discussions, drive consensus, and navigate ambiguity in support of business objectives
Effectively communicate progress, risks, dependencies, and priorities to leadership and stakeholders in a clear and timely manner
Maintain visibility into multiple concurrent initiatives through structured documentation, tracking, and reporting practices
Translate complex or evolving work into clear action plans, status updates, and next steps
Demonstrate curiosity, learning agility, and a willingness to embrace AI and emerging technologies
Work independently while effectively partnering with leadership and stakeholders to achieve desired outcomes
Adapt to evolving priorities and support organizational change initiatives

Nice To Haves

PMI Project Management Professional (PMP) - Project Management Institute (PMI)

Responsibilities

Supports AI enablement initiatives and adherence to enterprise frameworks, procedures, and standards related to AI-enabled tools and business processes
Partners with business leaders, technology teams, and risk partners to support AI governance, adoption, and operational alignment
Coordinates and drives execution of projects, strategic initiatives, and operational priorities across GWS business lines
Identifies, tracks, and escalates key risks, issues, dependencies, and operational impacts to support timely decision-making
Develops and maintains project plans, timelines, dashboards, status reports, action logs, and supporting documentation
Maintains accurate and timely project documentation to provide transparency into initiative progress, priorities, risks, decisions, and next steps
Collaborates with stakeholders to gather requirements, define deliverables, monitor progress, and drive accountability across initiatives
Utilizes Smartsheet and related workflow management tools to maintain visibility into workstreams and support reporting needs
Supports prioritization discussions and helps leadership understand capacity, competing demands, dependencies, and execution risks
Proactively communicates project status, accomplishments, challenges, and changing priorities through both written and verbal updates
Supports governance activities, leadership reporting, meeting facilitation, and execution tracking across multiple initiatives
Assists with business case development, initiative prioritization, and implementation planning as needed
Identifies and supports opportunities to improve operational efficiency, reporting, communication, and business processes through process optimization, automation, and AI-enabled capabilities
Analyzes business challenges and partners with stakeholders to recommend tactical and strategic solutions
Supports AI engagement, communication, training, and educational initiatives to drive awareness, adoption, and business value realization
Gathers feedback, performance metrics, and business insights to support continuous improvement efforts
Researches emerging technologies, industry trends, and best practices to identify opportunities for innovation and operational enhancement
Encourages practical application of enterprise AI capabilities to support business objectives and organizational effectiveness
Recommends improvements to reporting, tracking, documentation, and workflow processes that increase organizational transparency and execution effectiveness
Partners with senior leaders, business heads, project teams, and key stakeholders to advance strategic priorities and business initiatives
Builds strong working relationships across first-line teams and second- and third-line risk partners to enable collaboration, transparency, and alignment
Facilitates meetings, workshops, and working sessions to drive progress, accountability, issue resolution, and decision-making
Develops executive presentations, communications, briefing materials, and reporting for leadership audiences
Provides concise, accurate, and actionable updates regarding project status, risks, milestones, and dependencies
Supports change management efforts through stakeholder engagement, communication planning, training coordination, and readiness activities
Serves as a central point of coordination across multiple stakeholders, initiatives, and business functions
Ensures key decisions, action items, and commitments are appropriately documented and communicated to stakeholders
Operates as a highly flexible and collaborative member of the GWS Central Office, supporting a broad range of organizational priorities and initiatives
Contributes across Risk, Strategy, Technology, Operations, Workplace Solutions, and Business Enablement efforts, often balancing multiple concurrent workstreams
Demonstrates initiative, ownership, sound judgment, and a proactive approach to identifying and resolving challenges
Applies organizational policies, procedures, and risk management principles while supporting business objectives
Maintains awareness of GWS priorities, enterprise initiatives, industry trends, and emerging technologies relevant to the business
Demonstrates strong organizational discipline by maintaining accurate documentation, tracking deliverables, and ensuring continuity across initiatives
Performs other duties and responsibilities as assigned