Job Description

Job Description Summary

Job Description

Raymond James RIA & Custody Services (RCS) provides custody and integrated solutions that support independent Registered Investment Advisors (RIAs) and introducing broker-dealers. RCS is focused on delivering a best-in-class client experience through innovative technology, platform enhancements, and operational efficiency. The Infrastructure Implementation team advances these objectives by coordinating strategic initiatives, driving business transformation, and supporting organizational and client change.

This role partners with Project Managers, business stakeholders, and cross-functional teams to support project execution, maintain accurate project information, develop workflows and resources, and contribute to project and portfolio reporting. With guidance and oversight, the role manages assigned low-complexity implementation projects or defined workstreams and helps identify opportunities to improve project coordination, reporting, and documentation.

Key Responsibilities

• Support Project Managers in planning and executing initiatives, including maintaining project plans, deliverables, timelines, and status reporting.
• Coordinate project activities and meetings, document decisions, track action items and deliverables, and escalate delays, risks, issues, and dependencies.
• Develop and maintain project resources, process workflows, procedural documentation, and supporting implementation materials.
• Manage assigned low-complexity implementation projects or defined workstreams, with guidance and escalation support from Project Managers.
• Consolidate, validate, and analyze project information for recurring Project Management Office (PMO) and portfolio reporting. Identify trends, reporting inconsistencies, and emerging concerns, and prepare senior leadership presentations and Steering Team materials summarizing project progress, risks, dependencies, and key findings.
• Use approved AI tools and reusable prompts to support project documentation, analysis, and reporting.
• Identify, recommend, and help implement improvements to project coordination, reporting, documentation, and overall PMO efficiency through technology, automation, and process enhancements.

Knowledge Of

• Foundational project management principles and practices, including project planning, requirements gathering, execution, implementation, stabilization, and closeout.
• Project monitoring and reporting practices, including milestone tracking, risk and issue management, stakeholder coordination, and project documentation.
• Basic business process improvement concepts, implementation activities, and organizational change readiness considerations.
• Skills
• Organization and time management to balance priorities, adapt to changing needs, and meet deadlines.
• Attention to detail when reviewing information for accuracy, completeness, and consistency.
• Analytical and problem-solving skills to identify gaps, investigate issues, and recommend practical next steps.
• Clear, concise verbal and written communication for varied audiences.
• Effective collaboration with cross-functional teams and stakeholders.
• Proficiency in Microsoft Office, especially Excel and PowerPoint, and ability to learn new project management and reporting tools.

Abilities

• Manage assigned low-complexity projects or defined workstreams, maintain documentation, track deliverables, and meet commitments with guidance from Project Managers.
• Evaluate project information, investigate concerns, and exercise judgment to recommend next steps and escalate risks, issues, and dependencies.
• Coordinate stakeholders and communicate progress and challenges to support timely decisions and follow-through.
• Learn and apply approved automation and AI tools to improve planning, reporting, documentation, and operational efficiency.

Education & Previous Experience

• Bachelor's degree in a related field or an equivalent combination of education and relevant experience.
• 4-6 years of experience in project coordination, project management, operations, business transformation, or a related field, with demonstrated experience supporting project planning, execution, implementation, reporting, and stakeholder coordination.
• Experience with project management and reporting tools such as Smartsheet, Excel, and PowerPoint. Advanced Excel capabilities, including formulas, pivot tables, macros, or automation, are a plus.
• Exposure to automation and generative AI tools, including AI-assisted document analysis or prompt development, is a plus.
• Financial services, change management, or implementation experience preferred.

Education

Bachelor’s: Business Administration/Management

Work Experience

General Experience - 3 to 6 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 Myrjbenefits.com.

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.

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