Manager, Transitions Technology Team

Raymond James•Saint Petersburg, FL

38d•Hybrid

About The Position

Join Our Team as an Operations Technology Leader! Are you ready to take ownership of a critical operational area and make a measurable impact? This role is perfect for a strategic thinker who thrives in a fast-paced environment, loves solving complex challenges, and is passionate about driving operational excellence through innovation and technology. Job Description Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future. This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St. Petersburg, FL Corporate Office. Why This Role Matters This isn’t just another operation’s job—it’s a chance to lead initiatives that shape the future of our business. You’ll be at the center of strategy, execution, and compliance, ensuring our operations run seamlessly while meeting regulatory standards. Your leadership will empower teams, optimize processes, and deliver exceptional service to our clients. Licensure Requirements – Your Key to Success To excel in this role, you must hold—or be able to obtain within 120 days—the following FINRA licenses: SIE (Securities Industry Essentials) – Required unless exempt or grandfathered. Series 99 (Operations Professional) – Required unless you already hold one of the following qualifying registrations: Series 6, 7, 17, 37, 38, or principal-level Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, or 53. These licenses are essential for ensuring compliance and enabling you to operate confidently in a regulated financial environment. We’ll support you every step of the way to obtain them if needed. What You’ll Do Lead & Innovate: Own a key operational area—whether building something new or optimizing existing processes—with guidance from senior leaders. Strategic Planning: Shape annual and long-term business plans, forecast KPIs, and develop compelling business cases. Drive Performance: Set clear objectives, monitor progress, and inspire your team to exceed expectations. Operational Excellence: Manage day-to-day service operations and coordinate across teams to align schedules with business goals. Policy & Compliance: Interpret and apply policies, monitor regulatory compliance, and recommend process improvements. Risk & Budget Management: Develop contingency plans, collaborate on budgets, and ensure financial accountability. Talent Development: Coach and mentor team members, fostering growth and professional development. Technical Expertise Required Strong technical knowledge to support operational efficiency and process improvement. SmartSheet experience (or similar project management tools) is highly beneficial for workflow optimization and reporting. Ability to analyze data trends, leverage technology for decision-making, and implement innovative solutions. Skills That Set You Apart Strategic Thinking & Planning Data-Driven Decision Making Risk Management & Compliance Expertise Advanced Communication Skills Project Leadership & Change Management Technical Systems Troubleshooting Why You’ll Love It Here Opportunity to lead impactful projects in a dynamic, growth-oriented environment. Support for professional development and licensure. Collaborative culture that values innovation and continuous improvement. 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. #LI-CA1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Requirements

Hold—or be able to obtain within 120 days—the following FINRA licenses: SIE (Securities Industry Essentials) – Required unless exempt or grandfathered. Series 99 (Operations Professional) – Required unless you already hold one of the following qualifying registrations: Series 6, 7, 17, 37, 38, or principal-level Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, or 53.
Strong technical knowledge to support operational efficiency and process improvement.
Ability to analyze data trends, leverage technology for decision-making, and implement innovative solutions.
Strategic Thinking & Planning
Data-Driven Decision Making
Risk Management & Compliance Expertise
Advanced Communication Skills
Project Leadership & Change Management
Technical Systems Troubleshooting
High School (HS) (Required)
General Experience - 6 to 10 years
Manager Experience - 3 to 6 years

Nice To Haves

SmartSheet experience (or similar project management tools) is highly beneficial for workflow optimization and reporting.

Responsibilities

Lead & Innovate: Own a key operational area—whether building something new or optimizing existing processes—with guidance from senior leaders.
Strategic Planning: Shape annual and long-term business plans, forecast KPIs, and develop compelling business cases.
Drive Performance: Set clear objectives, monitor progress, and inspire your team to exceed expectations.
Operational Excellence: Manage day-to-day service operations and coordinate across teams to align schedules with business goals.
Policy & Compliance: Interpret and apply policies, monitor regulatory compliance, and recommend process improvements.
Risk & Budget Management: Develop contingency plans, collaborate on budgets, and ensure financial accountability.
Talent Development: Coach and mentor team members, fostering growth and professional development.

Benefits

Opportunity to lead impactful projects in a dynamic, growth-oriented environment.
Support for professional development and licensure.
Collaborative culture that values innovation and continuous improvement.

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