Vice President, Innovation - Raymond James Investment Management

** Responsibilities:*
* + Define and execute a firmwide innovation strategy aligned with RJIM's business priorities, operating model, and regulatory obligations.

+ Lead the responsible implementation of artificial intelligence and data-enabled capabilities across investment, operational, and client-facing functions.

+ Identify, prioritize, and guide use cases spanning investment research, risk management, operational efficiency, and advisor and client experience.

+ Develop and maintain a multi-year strategic implementation roadmap for innovation and technology-enabled capabilities.

+ Establish and lead firmwide training and enablement programs that educate associates on how to effectively leverage technology, AI, and data to improve their roles and workflows.

+ Track adoption, usage, and progress of innovation initiatives across the firm, using clear metrics and reporting to inform prioritization and investment decisions.

+ Lead cross-functional technology and innovation prioritization committees to align demand, capacity, and strategic value.

+ Assess blockchain and tokenization use cases in asset management and lead implementation efforts for applicable platform capabilities and transaction processing solutions.

+ Serve as a senior internal advisor on emerging capabilities, including AI, automation, and new platforms, balancing innovation with appropriate governance and control.

+ Partner with product and investment teams on platform and capability enhancements, including RJIM's proprietary risk technology platform, tax loss harvesting strategies, and other emerging technologies.

+ Identify, evaluate, and manage fintech and technology partnerships, including vendor diligence and pilot governance.

+ Coordinate with Raymond James Financial's AI and technology teams to best leverage enterprise-wide resources, infrastructure, tools, and best practices.

+ Drive change management, communication, and executive engagement to ensure adoption and sustained impact.

** Knowledge of:*
* + Investment management products, platforms, and operating workflows.

+ Artificial intelligence concepts, capabilities, limitations, and governance considerations.

+ Technology-enabled capabilities across investment, operational, and client-facing functions.

+ Regulatory expectations, internal controls, and the roles of technology, data, risk, compliance, legal, and information security teams in a regulated environment.

+ Managed account platforms or advisor-facing technology tools. (Preferred)

+ Tax-aware investment strategies, including tax loss harvesting. (Preferred)

** Skills in:*
* + Executive communication, facilitation, and change management.

+ Leading cross-functional prioritization, roadmap development, metrics, and reporting.

+ Identifying and prioritizing business use cases and translating them into scalable innovation and technology-enabled capabilities.

+ Vendor diligence, pilot governance, and fintech or technology partnership evaluation.

** Ability to:*
* + Drive cross-functional initiatives through influence rather than direct authority.

+ Partner effectively with risk, compliance, legal, technology, data, and information security stakeholders.

+ Bridge technology and business leadership to ensure innovation efforts deliver measurable value.

+ Translate emerging capabilities into durable solutions that improve investment processes, operational workflows, sales effectiveness, and client outcomes.

+ Balance innovation with appropriate governance and control.

+ Drive adoption and sustained impact through change management, communication, and executive engagement.

** Educational/Previous Experience Requirements*
* + Bachelor's degree required.

+ 10+ years of experience in financial services, asset management, wealth management, or a related regulated industry.

+ Demonstrated senior-level leadership experience driving cross-functional initiatives through influence rather than direct authority.

+ Experience leading technology-enabled transformation, innovation, or platform initiatives in a regulated environment.

+ Advanced degree preferred.

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

+ Advanced degree preferred.