Business Transformation & AI Enablement

Raymond James•Saint Petersburg, FL

5h•Hybrid

About The Position

Under general supervision, this role supports strategic initiatives, operational improvement efforts, AI enablement activities, and enterprise project execution across the Global Wealth Solutions (GWS) organization. Operating within the GWS Central Office, the position serves as a key partner in driving organizational priorities across Risk, Strategy, Technology, Operations, Workplace Solutions, and Business Enablement teams. The role supports the planning, coordination, execution, and adoption of initiatives aimed at improving operational effectiveness, advisor and client experience, organizational scalability, and business outcomes. Working closely with GWS leadership and cross-functional stakeholders, the role facilitates 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, including supporting the evaluation, adoption, and responsible use of AI and emerging technologies. Success requires clear visibility into priorities, progress, risks, and deliverables through proactive communication, structured documentation, and consistent stakeholder engagement. The associate is expected to provide timely updates, maintain accurate project records, and help leadership 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.
Working knowledge of, or ability to quickly learn: Operational improvement, process optimization, change management, and organizational effectiveness concepts.
Working knowledge of, or ability to quickly learn: AI-enabled tools, automation capabilities, and emerging technologies.
Working knowledge of, or ability to quickly learn: 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.
Associate’s or Bachelor’s degree, relevant certifications, or equivalent combination of education and experience preferred.
3–6 years of relevant experience in operational risk, project coordination, business operations, or a related field.
Practical experience and demonstrated execution capability are valued over formal credentials.

Nice To Haves

Risk management principles, governance frameworks, and controls preferred.
Financial services operations, products, and regulatory environments preferred.
Data analysis, performance metrics, and reporting concepts preferred.
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.