Vice President, Wealth Management Technology

Raymond James • Saint Petersburg, FL

1d • Hybrid

About The Position

The Vice President, Wealth Management Technology is a senior technology leader accountable for the strategy, delivery, stability, and evolution of technology supporting Wealth Management capabilities used by Financial Advisors, Branch Associates, and Home Office users. The role leads a multi-layered organization of technology leaders, full-time associates, and geographically distributed consulting teams supporting Portfolio Management, Rebalancing, Proposal Generation, Client Reporting, Financial Planning, Product Catalog, and External Account Aggregation.

The position partners closely with Product Management, business stakeholders, and enterprise technology teams to deliver scalable, secure, advisor-centric solutions while maintaining production stability and technology hygiene across a modern technology stack. The leader will drive adoption of AI-enabled development tools, including Claude Code and emerging technologies, to improve engineering productivity, and identify opportunities to embed AI in Wealth Management applications to automate work, provide insights, improve decision-making, and enhance client service.

This role defines and executes technology strategy and roadmaps, aligns investments with business priorities, and serves as a trusted technology advisor to senior leadership. It has end-to-end accountability for application delivery, production stability, platform reliability, and portfolio health. The position also leads budget and investment planning, builds leadership capability and succession depth, and fosters a culture of accountability, collaboration, innovation, continuous learning, and ownership.

The position follows a hybrid work model, with an expectation to work in the St. Petersburg, Florida Corporate Office three days per week. It is not eligible for work visa sponsorship, either currently or in the future. Travel is less than 25%.

Requirements

• 15 or more years of progressive technology experience, including application development, architecture, and technology leadership roles.
• 10 or more years of experience leading managers and multi-layered technology organizations.
• Proven experience leading large-scale application portfolios within Wealth Management, Financial Services, or a related industry.
• Strong understanding of the Wealth Management domain, advisor workflows, and investment processes.
• Strategic technology leadership and the ability to align technology investments with business priorities.
• Proven ability to lead and develop multi-layered organizations through leaders and managers.
• Strong stakeholder management, influence, and executive communication skills.
• Ability to balance strategic planning, execution, production stability, and talent development.
• Experience building high-performing teams and fostering accountability, collaboration, and continuous improvement.
• Completed bachelor’s degree (required).

Responsibilities

• Define and execute the technology strategy and roadmap for Wealth Management platforms serving Financial Advisors, Branch Associates, and Home Office users.
• Develop expertise in Wealth Management, advisor workflows, investment processes, and end-to-end user journeys to guide strategy, prioritization, and solution design.
• Partner with Product Management and business stakeholders to align technology investments with business priorities and improve advisor effectiveness and client service.
• Advise senior leadership and provide visibility into priorities, risks, investments, and technology opportunities.
• Own application delivery, production stability, platform reliability, and the overall health of the Wealth Management technology portfolio.
• Maintain stable, secure, supportable, and current platforms that meet technology upgrade, security, and enterprise standards.
• Drive engineering excellence through quality engineering, automation, observability, disciplined software delivery, and continuous improvement.
• Promote adoption of AI-enabled tools and technologies, including Claude Code, to improve engineering productivity, software quality, and delivery speed.
• Partner with Product, Architecture, Data, Infrastructure, Security, Compliance, and other business and technology organizations to align priorities, resolve dependencies, remove obstacles, and achieve outcomes.
• Lead budget planning and investment discussions, manage approved budgets, and steward technology resources and investments effectively.
• Lead a multi-layered organization through technology leaders and managers, overseeing full-time associates and geographically distributed consulting teams; develop leadership capability, organizational effectiveness, and succession depth.
• Foster accountability, collaboration, innovation, continuous learning, and ownership, with a focus on advisor and business success.
• Ensure adherence to company policies, governance standards, regulatory requirements, risk management practices, audit controls, and mandated training requirements.

Benefits

• Medical, dental, and vision coverage
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off, including vacation, holidays, and sick leave
• Parental leave
• The benefits package may include additional offerings, with eligibility and specific benefits varying by position and employment status.

What This Job Offers

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