Job Description Summary

Provide guidance, drive business transformation and strategic change, and create value by driving initiatives that reinvent the core of the business. Partner across the enterprise to introduce, enable, and adopt transformation methodologies and concepts within the product model. Model effectively—with deep understanding—agile execution, change management, and transformation advocacy across the business. Specialize in scaling transformation efforts across the organization, often leading multiple initiatives. Help more traditional companies transform to be product- or customer-led.

Job Description

Job Summary

Under general supervision, leverages expertise gained through education, experience, and training to lead and manage risk management projects from requirements definition to planning and implementation. Collaborates extensively with industry and business unit subject matter experts to ensure project objectives are met. Develops and maintains comprehensive reporting on key initiatives, supporting the management team with executive and board-level presentations and insights. Maintains strong relationships with internal customers and stakeholders to ensure effective communication and alignment on risk management priorities.

Essential Duties and Responsibilities

• Lead and manage risk management projects through planning, execution, and completion, ensuring alignment with organizational objectives and timelines.

• Collaborate with business unit leaders and subject matter experts to define project requirements, identify risks, and develop effective mitigation strategies.

• Assist in preparing executive-level reports and presentations, translating complex risk insights into actionable recommendations for senior management and board audiences.

• Conduct ongoing analysis of risk trends through business monitoring, risk assessments, and data-driven evaluations, supporting continuous improvement in risk management practices.

• Partners with other groups within Risk Management to ensure delivery of a cohesive product.

• Develops and maintains an in-depth understanding of business areas, their products, and supporting functions.

• Monitor regulatory changes and market events, proactively assessing their impact on ongoing projects and risk priorities.

• Support the development and maintenance of comprehensive project documentation, including status updates, key findings, and recommendations for process enhancements.

• Build and maintain strong relationships with internal stakeholders, facilitating effective communication and collaboration across teams.

• Assist in identifying and evaluating key controls, remediation activities, and risk management issues, ensuring thorough documentation and follow-up.

• Contribute to a culture of engagement, adaptability, and continuous learning within the risk management team.
• Perform other duties as assigned, demonstrating initiative and a commitment to professional growth.

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental concepts, practices and procedures of risk management and risk assessment.

• Fundamental concepts of financial markets and products.

• Fundamental subject expertise associated with the area of responsibility.

• Business planning, analysis, and reporting.

Skill in

• Managing risk management projects through all phases, including proposal, planning, execution, and completion, while ensuring alignment with organizational goals and timelines.

• Collaborating effectively with business unit leaders and subject matter experts to define requirements, identify risks, and develop mitigation strategies.

• Preparing clear, concise, and impactful executive-level reports and presentations that translate complex risk data into actionable insights for senior management and board audiences.

• Analyzing risk trends using business monitoring, risk assessments, and data-driven evaluations to support continuous improvement in risk management practices.

• Building and maintaining strong relationships with internal stakeholders to facilitate effective communication and collaboration across teams.

• Organizing and maintaining comprehensive project documentation, including status updates, key findings, and recommendations for process enhancements

• Adapting to changing priorities and managing multiple tasks in a fast-paced environment, consistently meeting deadlines and project objectives.

• Demonstrating initiative, enthusiasm, and a commitment to professional growth and continuous learning.

• Excellent verbal and written communication and interpersonal skills with the ability to present complex and sensitive issues to senior management and influence change.

• Intermediate to advanced knowledge of Excel, PowerPoint, and data visualization tools (Tableau, Qlik etc.)

• Interpersonal skills, adaptability, and ability to manage multiple priorities

Ability to

• Attend to detail while maintaining a big picture orientation.

• Gather information, identify linkages and trends, and apply findings to assignments.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Meet tight deadlines within budgeted hours.

• Read, interpret, and apply information from business periodicals and professional journals.

• Work independently, demonstrating initiative and critical thinking skills.

• Provide a high level of customer service.

• Establish and maintain effective working relationships at all levels of the organization.

• Communicate effectively, both orally and in writing, with all organizational levels.

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s Degree and a minimum of three (3) years’ experience in a related field.

• OR ~

• Any equivalent combination of education, training or experience approved by Human Resources.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing

Work Experience

General Experience - 3 to 6 years

Certifications

PMI Project Management Professional (PMP) - Project Management Institute (PMI)

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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