Vice President, Wealth Management Technology

Job Description Summary

The Vice President Wealth Management Technology is a senior technology leader responsible for the strategy architecture roadmap and delivery of Wealth Management technology platforms supporting Financial Advisors Branch Associates and Home Office users.
This role leads the development and modernization of advisor first scalable and regulatory compliant platforms across core Wealth Management capabilities including Product Catalog Portfolio Management Proposal Generation Rebalancing Client Reporting Goal / Financial Planning and External Account Aggregation.
The position works closely with Product Management Architecture Data AI DevOps Infrastructure and Business partners serving as a trusted technology leader to drive business outcomes platform modernization and delivery excellence.
Ideal candidates will have progressed organically from hands on application development into architecture and/or engineering leadership roles while remaining closely connected to code system design and business context with a strong ownership mindset and a continuous improvement orientation.

Job Description

This position follows our hybrid-friendly schedule so you get the best of both worlds flexibility and office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg FL Corporate Office.

Please note: This role is not eligible for Work Visa sponsorship either currently or in the future.

Key Responsibilities:

Strategy Architecture & Roadmap

• Define and drive the longterm technology strategy and target architecture for Wealth Management platform

• Own and evolve the application roadmap prioritizing initiatives that modernize legacy systems and improve advisor experience

• Ensure platforms are scalable configurable and aligned with enterprise technology standards

Product & Business Enablement

• Translate business and product strategy into clear executable technology outcomes

• Partner with Product leadership to move initiatives from pilot or beta into firmwide adoption

• Champion an advisorcentric endtoend user experience mindset.

Delivery Platform Modernization & Engineering

• Own endtoend accountability for delivery production stability and platform reliability.

• Provide senior leadership and governance across a portfolio of concurrent initiatives with recurring release cycles.

• Drive predictable delivery through clear ownership milestones early risk identification and dependency management

• Lead platform modernization initiatives including cloud adoption servicebased architectures API enablement and UI modernization

• Establish and enforce engineering standards to improve scalability reliability and maintainability

• Balance delivery speed with quality by embedding automation and AIenabled SDLC practices including development and testing techniques that improve delivery velocity code quality and team productivity.

Stakeholder & Vendor Management

• Serve as a technology advisor to senior leaders connecting technology initiatives to measurable business outcomes

• Partner with Architecture Data Security and Infrastructure teams to proactively remove delivery friction

• Evaluate and manage thirdparty vendors and platforms

• Provide concise executivelevel updates that drive alignment and informed decisionmaking

People Leadership

• Lead and develop a multilayered organization of technology leaders and delivery teams

• Coach leaders to scale impact through effective execution collaboration and stakeholder engagement.

• 15 years of technology experience in financial services including senior leadership roles

• Proven experience delivering largescale application development and modernization initiatives

• Experience supporting advisorfacing or clientfacing platforms in Wealth Management or related domains

Skills & Competencies

• Enterprise application architecture and largescale delivery leadership

• Strong understanding of Wealth Management domain

• Experience driving engineering standards automation CI/CD and AIenabled SDLC practices

• Proven ability to influence senior stakeholders with clear outcomefocused communication

Education

Bachelors: Computer and Information Science (Required) Bachelors: Data Science Bachelors: Information Technology

Work Experience

General Experience - More than 15 years Manager Experience - 10 to 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.

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