Job Description Summary

As part of our continued investment in disciplined execution across Technology, we are establishing the role of Head of the Office of the CIO (OCIO). Reporting directly to the SVP, Technology, this leader is accountable for translating technology strategy into structured priorities, orchestrating execution across senior leadership, and ensuring clear accountability for delivery.

The Office of the CIO serves as the integrating function across the technology organization, driving enterprise wide initiatives, coordinating senior leadership engagement, managing complex cross functional programs, and providing decision ready insights to the CIO and executive leadership. This role operates at the intersection of strategy, execution, governance, and financial discipline and carries primary responsibility for the CIO’s operating rhythm, executive reporting, and strategic program delivery.

This position requires a highly credible leader who can operate as a trusted advisor, enterprise program leader, and hands on driver of work. The successful candidate will be able to take high level direction and ambiguity and convert it into clear, structured plans that are executed consistently across the organization.

The Head of the Office of the CIO will oversee an established OCIO team, with additional growth and scope expansion expected.

Job Description

This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month.

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Qualifications:

Required:

• Ten (10) or more years of experience in enterprise technology leadership, technology program management, management consulting, or a similar strategic advisory role.

• Direct experience supporting a senior technology executive in a highly visible, trusted capacity.

• Demonstrated ability to lead structured programs, manage complex cross‑functional initiatives, and guide teams in delivering high‑impact work.

• Strong enterprise technology knowledge, including strategy development, governance, and large‑scale transformation.

• Proven track record producing high‑quality executive reporting and presentations for senior audiences.

• Financial management experience including budgets, forecasting, headcount planning, and portfolio investment analysis.

• Demonstrated ability to operate effectively in ambiguous, fast‑moving environments while exercising sound judgment and executive‑level influence.

• Clear understanding that this is a delivery‑oriented role requiring hands‑on execution and personal accountability for outcomes.

Preferred:

• Big Four or top‑tier consulting experience focused on technology strategy, technology operations, or enterprise transformation.

• Prior experience leading or supporting an Office of the CIO or Chief of Staff function in a large enterprise environment.

• Experience working directly with C‑suite executives in strategic planning and decision‑making settings.

• Background in financial services.

Measures of Success

Success in this role will be demonstrated by:

• Predictable execution and improved outcomes across strategic technology initiatives

• Clear alignment between technology strategy, investment priorities, and delivery

• High‑quality, decision‑ready executive reporting adopted by senior leadership

• A high‑performing Office of the CIO function recognized as a trusted partner

• Strong operating discipline and cadence across the technology leadership team

Key Responsibilities:

Leadership of the Office of the CIO

• Serve as a key advisor to the CIO by transforming ideas, questions, and direction into structured analysis, recommendations, and actionable execution plans.

• Own and drive the core operating rhythm of the CIO organization, including leadership meetings, agendas, materials, follow‑ups, and executive communications.

• Build, lead, and scale a high‑performing OCIO team, providing coaching, development, and clear accountability for results.

Program Leadership and Special Project Execution:

• Run the Office of the CIO as an enterprise‑scale program with defined objectives, governance, milestones, and measurable outcomes.

• Lead high‑impact initiatives assigned directly by the CIO, including operating model assessments, organizational design, strategic planning enablement, and productivity transformations.

• Orchestrate complex, cross‑functional initiatives with firm‑wide impact, proactively managing risks, dependencies, and executive escalations.

• Partner with technology senior leaders and the Enterprise PMO to establish, enforce, and continuously improve program execution standards.

Technology Strategy and Advisory Support:

• Drive and shape the advancement of the enterprise technology strategy through analysis, research, and structured, data‑driven recommendations.

• Strengthen strategic decision‑making by providing context, insights, scenario analysis, and trade‑off evaluations.

• Facilitate strategic planning sessions and senior leadership workshops, including development of multi‑year technology priorities and roadmaps.

Executive Reporting and Communication

• Produce clear, concise, and decision‑ready reporting for senior leadership covering strategic initiatives, financial performance, execution risks, and organizational health.

• Prepare materials for executive committees, board‑level discussions, and C‑suite engagements.

• Ensure the CIO and technology leadership team have timely, accurate, and actionable information to drive decisions.

Financial and Productivity Support

• Partner closely with finance, operations, and technology leaders on budget planning, forecasting, headcount management, and investment prioritization.

• Support productivity and cost‑efficiency initiatives during periods of budget pressure while maintaining alignment to strategic objectives.

• Ensure technology investment decisions are supported by rigorous financial analysis and clear linkage to enterprise priorities.

Education

Bachelor’s: Computer and Information Science, Bachelor’s: Information Technology, High School (HS) (Required)

Work Experience

General Experience - More than 15 years, Manager Experience - 10 to 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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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