SVP, Insurance Solutions Operations

Raymond James • Saint Petersburg, FL

13d • Hybrid

About The Position

Leads operations activities, including the planning, organizing and execution; contributes to overall strategy development. Job Description Provides strategic leadership and oversight for operations and administrative functions within Raymond James Insurance Solutions. Responsible for driving efficiency, modernization, and compliance across insurance and annuity platforms while ensuring alignment with firm-wide objectives.

Requirements

• Knowledge of: Insurance and annuity operations, including service, licensing, and commissions.
• Regulatory frameworks and compliance standards (FINRA, SEC, state-level).
• Risk governance and operational controls.
• Technology modernization and cybersecurity best practices.
• Broker-dealer supervisory structures and insurance product platforms.
• Skill in: Strategic planning and operational leadership.
• Process improvement and project management.
• Communication and presentation to senior leadership and external partners.
• Negotiation and relationship management with carriers and vendors.
• Analytical thinking and problem-solving for complex operational challenges.
• Ability to: Lead large teams and manage complex operational structures.
• Develop and implement policies, procedures, and reporting frameworks.
• Drive modernization and change initiatives across multiple business units.
• Collaborate effectively across departments and influence without direct authority.
• Communicate clearly in both written and verbal formats.
• Bachelor’s degree (B.A.) from four-year college or university and a minimum of ten (10) years experience in the financial services industry.
• OR ~ Any equivalent combination of experience, education, and/or training.
• Series 7, 26 and Life & Health Licenses Required

Responsibilities

• Establish and oversee operational strategies and frameworks for insurance and annuity businesses.
• Lead modernization initiatives and process improvements to enhance scalability and client experience as the firm continues to deepen capabilities and expand platforms for advisors.
• Ensure compliance with regulatory requirements and internal controls.
• Manage large teams across service, operations, licensing, commissions, and risk functions while providing guidance and direction to less experienced leaders.
• Partner with and build trusted relationships with senior leadership, including executive management of Private Client Group and Global Wealth Solutions on strategic planning, budgeting, and technology integration.
• Cultivate and manage relationships with key insurance carrier partners, represent the firm in industry forums and collaborate on firm-wide initiatives.
• Perform other duties and responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager