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Leads product management for advisor technology tools supporting branch operations. Defines business and technical requirements, analyzes processes, manages release schedules, prioritizes features, coordinates cross-functional initiatives, supports testing and change management, and serves as a subject matter expert connecting business users with technical teams. Partners with advisors, operations, legal, and compliance to resolve complex business problems and deliver enterprise-impacting technology enhancements.

Manages cost basis, gain/loss, and corporate action data using the Cost Basis Reporting System and company platforms. Performs data entry, report review, discrepancy investigation, record maintenance, and routine analysis while supporting process improvements and regulatory compliance. Provides courteous service to internal clients and collaborates with colleagues and branch associates. The role is hybrid in Memphis, with full-time onsite work required for the first 90 days and less than 25% travel.

Manages Raymond James’s enterprise policy governance program, coordinating policy drafting, review, approval, publication, maintenance, and periodic reviews. Partners with policy owners and stakeholders to identify gaps, incorporate regulatory and business changes, facilitate governance committee review, and communicate substantive updates. Maintains policy inventories, records, metrics, and reporting while continuously improving governance processes. The role requires strong writing, communication, facilitation, project management, organization, and financial-services compliance knowledge.

Develops and manages client relationships while prospecting for new business, evaluating financial needs, recommending suitable investment products, and building a book of business. The AMP program provides training, mentorship, and support for obtaining required financial licenses and meeting production targets. Advisors must network, present effectively, manage client concerns, and provide wealth-management guidance aligned with client objectives and risk tolerance.

Leads Raymond James’s enterprise policy governance program, including policy drafting, stakeholder review, regulatory alignment, committee and board approvals, publication, exception reporting, corrective actions, and compliance training. Conducts gap analyses, researches regulatory developments, monitors audits and correspondence, recommends policy improvements, and supports automation and operational efficiency. Partners with senior stakeholders, business units, regulatory agencies, and compliance teams while mentoring associates and managing complex projects.

Leads accounting policy, technical accounting research, complex transaction analysis, new product accounting, standards implementation, acquisition accounting, and auditor engagement. Oversees accounting policy governance, prepares technical memoranda, advises Finance and business leaders, and manages a team of accounting professionals. Requires strong U.S. GAAP, SEC reporting, acquisition accounting, internal controls, and financial services expertise, along with CPA certification and extensive accounting experience.

Leads the enterprise Finance transformation strategy, overseeing financial systems, data governance, process improvement, AI adoption, and the Finance PMO. Partners with executive, Technology, Risk, Legal, and Finance leaders to modernize operations, improve automation and controls, govern technology roadmaps, and deliver large-scale transformation programs. Manages senior leaders and develops organizational capabilities while ensuring initiatives align with strategic objectives, regulatory requirements, and long-term business growth.

Executes specialized deposit operations, including client implementation setup, maintenance requests, teller work, quality reviews, escrow sub-accounting, and ongoing client support. Collaborates with relationship managers, sales, wire, treasury, ACH, loan operations, capital markets, and compliance teams. Assists with employee training, maintains service levels, researches non-standard transactions, and supports deposit products such as checking, money markets, CDs, and CDARS/ICS.

Supports marketing agency project management for internal clients by coordinating marketing and communications materials, gathering requirements, managing timelines and budgets, maintaining project documentation, monitoring workflows, and collaborating with account management and creative teams. Assists with business cases, process improvements, project tools, client requests, and senior project managers while ensuring projects are completed accurately, on time, and within budget.

Lead development of enterprise-grade Java services and APIs for financial and wealth-management applications. Responsibilities include architecture, system design, programming, testing, deployment, performance optimization, production support, root-cause analysis, documentation, and technical mentorship. The role also coordinates cross-functional projects and applies AI-assisted development tools throughout the SDLC. Candidates need strong Java, Spring, microservices, Python, cloud, testing, CI/CD, and distributed-systems experience.