VP, Asset Mgmt Technology
Raymond James Financial, Inc.
**_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._**
**System Modernization & Execution Leadership**
+ Lead modernization initiatives spanning application, data, workflow, and process layers across Asset Management Service Technology.
+ Conduct deep **hands-on analysis** of data, workflows, integrations, and system behaviors to identify the optimal modernization path.
+ Assess legacy platforms, document current-state constraints, and drive re-evaluation of existing processes and systems.
+ Recommend solutions that improve **response time, reliability, scalability, and extensibility** across service functions.
+ Work closely with engineering to translate analysis into executable designs, requirements, and implementation plans.
**Systems Analysis & Architecture**
+ Lead the development of **AS‑IS and TO‑BE** system and process models, including data flows, integration patterns, domain models, and technical specifications.
+ Establish strong linkage between business requirements, functional specifications, and technical architecture.
+ Ensure modernization programs align with enterprise standards for security, data governance, and solution architecture.
**Process Engineering & Optimization**
+ Perform end-to-end analysis of existing operational workflows across asset management service domains.
+ Re-engineer processes to eliminate inefficiencies and reduce manual or redundant steps.
+ Identify automation opportunities through workflow engines, RPA, integration orchestration, and low-code platforms when appropriate.
+ Drive measurable improvements in cycle time, service-level predictability, and operational resilience.
**Cross-Team Coordination & Collaboration**
+ Partner closely with **business stakeholders** , including portfolio operations, trading operations, compliance, reporting, finance, and distribution.
+ Coordinate with **IT counterparts** across architecture, data engineering, cloud, cybersecurity, infrastructure, and application development teams.
+ Ensure cross-team alignment around modernization goals, timelines, risks, and value delivery.
+ Serve as the primary liaison for analysis and design discussions, helping technical and business partners converge on optimal solutions.
**Strategic Analysis & Presentation to Leadership**
+ Prepare and deliver executive-ready presentations to senior leaders in both technology and business.
+ Communicate complex technical analysis and modernization options in clear, outcome-focused terms.
+ Present recommendations on system rationalization, process redesign, integration strategy, automation, and target-state architecture.
+ Gain alignment from leadership and guide teams through prioritization and execution.
**Hands-On Technical Analysis**
+ Perform detailed reviews of system logs, data sets, APIs, integration patterns, and processing workflows.
+ Use hands-on analysis to uncover root causes of system limitations or processing delays.
+ Collaborate with architecture and engineering teams to validate modernization opportunities, sequencing, and feasibility.
**Required**
+ 15+ years of experience in systems analysis, business systems engineering, or process engineering in financial services.
+ Strong domain expertise in **Asset Management** , including operational workflows such as trade lifecycle, reconciliation, performance, reporting, or client servicing.
+ Proven track record overseeing large‑scale system implementations, including multi‑year platform migrations involving account conversions and complex asset types across equities, fixed income, and derivatives.
+ Experience gathering and documenting requirements for internal applications, including workflow‑driven operational tools designed to enhance transparency, controls, and process efficiency.
+ Experienced in serving as the technical product owner and lead analyst for both in‑house and vendor software solutions
+ Strong expertise in enterprise data mapping, data analysis, and requirements definition, with the ability to translate business needs into clear functional and technical specifications.
+ Demonstrated ability to present complex system and process solutions to senior executives.
+ Experience coordinating across multiple IT and business teams in a matrixed environment.
**Preferred**
+ Experience with major asset management vendor platforms
+ Knowledge of cloud platforms , modern integration patterns, and workflow automation tools.
+ Strong communication and storytelling skills for executive audiences.
**Success Metrics**
+ Delivery of modernization milestones on schedule and within scope.
+ Reduction of manual workflows, improve system reliability, and faster processing times.
+ Improved extensibility and scalability to support business growth.
+ Increased alignment across business and IT stakeholders.
+ High-quality process models, system analysis, and architectural recommendations.
+ Strength and maturity of the Systems Analysis & Process Engineering function.
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