Job Description Summary
Job Description
Under general supervision, uses knowledge and skills obtained through experience and training to support the Global Wealth Solutions (GWS) Risk Management Office (RMO) and Project Management Office (PMO) in driving execution, governance, and alignment across key initiatives and enterprise priorities.
This role operates within the GWS Central Office and supports all GWS business lines across Risk, Strategy, Technology, and Operations. The position plays a critical role in connecting priorities across functions, ensuring initiatives are executed effectively within established risk frameworks and governance standards.
Responsibilities span both operational risk and project execution disciplines, including risk identification and monitoring, project coordination, stakeholder alignment, and development of reporting and materials for leadership. The role requires frequent collaboration with GWS senior leaders, business heads, and key stakeholders, as well as partnership with second- and third-line risk teams (e.g., Risk, Compliance, Internal Audit) to ensure alignment with enterprise standards and expectations.
This position requires a highly flexible, team-oriented individual who can operate as a utility player across the Central Office—stepping in to support a wide range of priorities, initiatives, and emerging needs. The role contributes across both ongoing operational activities and discrete project workstreams, often simultaneously.
May lead defined workstreams or components of projects of moderate scope. Exercises sound judgment in managing work independently while appropriately engaging leadership and stakeholders to ensure alignment, mitigate risk, and support decision-making. Regular interaction with senior leaders and cross-functional partners is required.
Essential Duties and Responsibilities
Risk Management Office Support
- Supports the identification, assessment, and monitoring of operational risks across GWS, ensuring alignment with established risk frameworks and risk appetite
- Partners with first-line business leaders and second- and third-line risk teams (Risk, Compliance, Internal Audit) to support risk reviews, assessments, and remediation efforts
- Tracks key risk indicators, issues, and remediation activities, identifying deviations and escalating as appropriate
- Contributes to risk reporting and governance materials for senior leadership, including dashboards and executive summaries
- Supports risk assessments, control evaluations, and documentation of processes and procedures
- Reinforces adherence to policies, procedures, and regulatory expectations across business lines
- Identifies opportunities for process improvement, standardization, and risk mitigation
Project & Program Execution
- Supports planning, coordination, and execution of projects and initiatives across GWS, ensuring alignment with strategic priorities
- Partners with business leaders and stakeholders across Risk, Strategy, Technology, and Operations to drive execution and deliver outcomes
- Develops and maintains project plans, timelines, status reporting, and tracking tools to ensure transparency and accountability
- Coordinates across stakeholders to gather requirements, track deliverables, and ensure timely execution
- Monitors project risks, dependencies, and issues, escalating as needed and supporting resolution
- Supports governance routines, including status reporting, leadership updates, and meeting facilitation
- Prepares materials for senior leadership, including presentations and decision support documentation
- Analyzes data and reporting to identify trends, risks, and insights to inform decision-making
- May lead discrete workstreams or components of projects of moderate complexity
Stakeholder Engagement and Leadership Support
- Partners directly with GWS senior leaders, business heads, and key stakeholders to support execution of priorities and initiatives
- Builds strong relationships across first-line teams and second- and third-line risk partners to enable effective collaboration and alignment
- Facilitates meetings and working sessions to drive progress, accountability, and decision-making
- Communicates clearly and concisely with stakeholders at all levels, including development of executive-level materials
- Supports change management efforts through stakeholder alignment, communication, and readiness activities
Team and Organizational Support
- Operates as a highly flexible team player within the GWS Central Office, stepping in to support a broad range of initiatives and priorities as needed
- Contributes across Risk, Strategy, Technology, and Operations efforts, often balancing multiple workstreams simultaneously
- Demonstrates a proactive mindset and willingness to take on new challenges and evolving responsibilities
- Applies organizational policies and procedures while exercising sound judgment
- Maintains awareness of GWS initiatives, tools, and evolving business priorities
- Performs other duties and responsibilities as assigned
Knowledge, Skills, and Abilities
Knowledge of
- Operational risk management principles, including risk identification, assessment, and monitoring
- Project and program management methodologies, tools, and practices
- Business operations and cross-functional organizational dynamics
- Data analysis, reporting, and performance metrics
- Regulatory environment and risk frameworks relevant to financial services preferred
Skill in
- Managing multiple priorities and workstreams with strong organization and attention to detail
- Developing structured documentation, reporting, and executive-level materials
- Creating clear, concise, and effective PowerPoint presentations for leadership audiences
- Utilizing project tracking and workflow tools (e.g., Smartsheet) to manage deliverables and timelines (preferred)
- Analyzing data and translating insights into actionable recommendations
- Communicating effectively with senior leaders and cross-functional stakeholders
- Collaborating across functions to drive alignment and execution
- Using standard business tools including Microsoft Office Suite, Teams, PowerPoint, and Excel
Ability to
- Operate with ownership, accountability, and a strong team-oriented mindset
- Work independently while exercising sound judgment in determining when to engage stakeholders or elevate decisions
- Function as a utility player, flexing across priorities and stepping into ambiguous or evolving needs
- Demonstrate curiosity, learning agility, and a strong desire to continuously build knowledge and capabilities
- Thrive in a fast-paced, dynamic environment with shifting priorities
- Balance strategic context with tactical execution
- Build strong relationships and influence across senior leaders and stakeholder groups
- Identify issues, assess impacts, and recommend practical solutions
- Manage competing deadlines while maintaining quality and accuracy
- Adapt quickly to changing priorities and business needs
Educational / Previous Experience Requirements
- Associate’s or Bachelor’s degree, relevant certifications, or equivalent combination of education and experience preferred
- Relevant experience in operational risk, project coordination, business operations, or a related field required
- Demonstrated ability to support risk management activities and coordinate project execution across stakeholders
- Experience working with senior leaders and cross-functional teams in a complex organization
- Experience interacting with second- and third-line risk functions (Risk, Compliance, Audit) preferred
- Experience in data analysis, reporting, and development of executive materials
- Exposure to financial services, risk frameworks, or regulatory environments preferred
- Practical experience and demonstrated execution capability are valued over formal credentials
Licenses / Certifications
None required
Education Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, Bachelor’s: Construction Management
Work Experience General Experience – 3 to 6 years
Certifications Other Certification Not Listed – Other
TravelLess than 25%
WorkstyleHybrid
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.#LI-JM1
https://www.glassdoor.com/Job/tampa-job-jobs-SRCH_IL.0,5_IC1154429_KO6,9.htm?fromAge=1