Business Transformation & AI Enablement

Job Description Summary

Job Description

Under general supervision, uses knowledge and skills obtained through experience and training to support strategic initiatives, operational improvement efforts, AI enablement activities, and enterprise project execution across the Global Wealth Solutions (GWS) organization.

This role operates within the GWS Central Office and serves as a key partner in driving organizational priorities across Risk, Strategy, Technology, Operations, Workplace Solutions, and Business Enablement teams. The position supports the planning, coordination, execution, and adoption of initiatives designed to improve operational effectiveness, advisor and client experience, organizational scalability, and business outcomes.

Working closely with GWS leadership and cross-functional stakeholders, the role helps facilitate project delivery, operational improvements, process optimization, AI enablement efforts, organizational communications, and change management activities. Responsibilities include project management support, stakeholder engagement, executive reporting, business analysis, meeting facilitation, performance tracking, and coordination of strategic initiatives from concept through implementation.

The position plays an active role in identifying opportunities to improve processes, leverage technology, and enhance organizational efficiency. This includes supporting the evaluation, adoption, and responsible use of AI and emerging technologies to streamline workflows, improve decision-making, and increase team effectiveness.

Success in this role requires maintaining clear visibility into priorities, progress, risks, and deliverables through proactive communication, structured documentation, and consistent stakeholder engagement. The associate is expected to provide timely verbal and written updates, maintain accurate project records, and help leadership effectively monitor progress across multiple concurrent initiatives.

The ideal candidate is highly organized, adaptable, and solutions-oriented, with the ability to balance strategic thinking and tactical execution in a dynamic environment. This individual demonstrates strong business acumen, attention to detail, intellectual curiosity, and the ability to influence and collaborate across teams while managing multiple priorities simultaneously.

This role supports multiple concurrent initiatives under the guidance of leadership and senior team members while helping drive accountability, transparency, operational excellence, and execution consistency across GWS programs and workstreams.

Essential Duties and Responsibilities

AI Enablement, Project Management & Risk Support

This role supports and drives project execution, AI enablement activities, operational improvement efforts, and strategic priorities across the GWS organization. Working under the guidance of leadership, the associate is responsible for coordinating initiatives, facilitating stakeholder engagement, monitoring progress, and helping ensure successful delivery of business outcomes.

• Supports AI enablement initiatives and adherence to enterprise frameworks, procedures, and standards related to AI-enabled tools and business processes

• Partners with business leaders, technology teams, and risk partners to support AI governance, adoption, and operational alignment

• Coordinates and drives execution of projects, strategic initiatives, and operational priorities across GWS business lines

• Identifies, tracks, and escalates key risks, issues, dependencies, and operational impacts to support timely decision-making

• Develops and maintains project plans, timelines, dashboards, status reports, action logs, and supporting documentation

• Maintains accurate and timely project documentation to provide transparency into initiative progress, priorities, risks, decisions, and next steps

• Collaborates with stakeholders to gather requirements, define deliverables, monitor progress, and drive accountability across initiatives

• Utilizes Smartsheet and related workflow management tools to maintain visibility into workstreams and support reporting needs

• Supports prioritization discussions and helps leadership understand capacity, competing demands, dependencies, and execution risks

• Proactively communicates project status, accomplishments, challenges, and changing priorities through both written and verbal updates

• Supports governance activities, leadership reporting, meeting facilitation, and execution tracking across multiple initiatives

• Assists with business case development, initiative prioritization, and implementation planning as needed

Operational Improvement & Innovation

• Identifies and supports opportunities to improve operational efficiency, reporting, communication, and business processes through process optimization, automation, and AI-enabled capabilities

• Analyzes business challenges and partners with stakeholders to recommend tactical and strategic solutions

• Supports AI engagement, communication, training, and educational initiatives to drive awareness, adoption, and business value realization

• Gathers feedback, performance metrics, and business insights to support continuous improvement efforts

• Researches emerging technologies, industry trends, and best practices to identify opportunities for innovation and operational enhancement

• Encourages practical application of enterprise AI capabilities to support business objectives and organizational effectiveness

• Recommends improvements to reporting, tracking, documentation, and workflow processes that increase organizational transparency and execution effectiveness

Stakeholder Engagement & Leadership Support

• Partners with senior leaders, business heads, project teams, and key stakeholders to advance strategic priorities and business initiatives

• Builds strong working relationships across first-line teams and second- and third-line risk partners to enable collaboration, transparency, and alignment

• Facilitates meetings, workshops, and working sessions to drive progress, accountability, issue resolution, and decision-making

• Develops executive presentations, communications, briefing materials, and reporting for leadership audiences

• Provides concise, accurate, and actionable updates regarding project status, risks, milestones, and dependencies

• Supports change management efforts through stakeholder engagement, communication planning, training coordination, and readiness activities

• Serves as a central point of coordination across multiple stakeholders, initiatives, and business functions

• Ensures key decisions, action items, and commitments are appropriately documented and communicated to stakeholders

Team & Organizational Support

• Operates as a highly flexible and collaborative member of the GWS Central Office, supporting a broad range of organizational priorities and initiatives

• Contributes across Risk, Strategy, Technology, Operations, Workplace Solutions, and Business Enablement efforts, often balancing multiple concurrent workstreams

• Demonstrates initiative, ownership, sound judgment, and a proactive approach to identifying and resolving challenges

• Applies organizational policies, procedures, and risk management principles while supporting business objectives

• Maintains awareness of GWS priorities, enterprise initiatives, industry trends, and emerging technologies relevant to the business

• Demonstrates strong organizational discipline by maintaining accurate documentation, tracking deliverables, and ensuring continuity across initiatives

• Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Working knowledge of, or ability to quickly learn:

• Project management methodologies, tools, governance practices, and execution frameworks

• Operational improvement, process optimization, change management, and organizational effectiveness concepts

• AI-enabled tools, automation capabilities, and emerging technologies

• Business operations, stakeholder engagement, cross-functional collaboration, and reporting practices

• Risk management principles, governance frameworks, and controls preferred

• Financial services operations, products, and regulatory environments preferred

• Data analysis, performance metrics, and reporting concepts preferred

Skill in:

• • Managing multiple priorities, projects, and workstreams with strong organization and attention to detail
• • Developing structured project documentation, executive reporting, dashboards, presentations, meeting materials, and status updates
• • Creating clear, concise, and impactful PowerPoint presentations for leadership audiences
• • Utilizing project tracking and workflow management tools, including Smartsheet and related platforms
• • Facilitating meetings, working sessions, and follow-up activities to drive accountability and execution
• • Identifying operational inefficiencies and translating business challenges into actionable solutions
• • Thinking creatively, strategically, and analytically to solve problems and improve processes
• • Communicating effectively with senior leaders, business partners, and cross-functional stakeholders
• • Providing concise, accurate, and actionable written and verbal status updates
• • Maintaining organized documentation and project records that enable transparency, continuity, and effective collaboration
• • Building relationships and influencing outcomes across teams without direct authority
• • Collaborating across functions to support alignment, execution, and organizational effectiveness
• • Using standard business tools including Microsoft Office Suite, Teams, Excel, PowerPoint, and collaboration platforms

Ability to:

• Balance strategic thinking with tactical execution and operational follow-through

• Operate with ownership, accountability, sound judgment, and adaptability in a fast-paced environment

• Build strong relationships and collaborate effectively across diverse stakeholder groups

• Identify business challenges and recommend practical, scalable solutions

• Manage competing priorities while maintaining quality, accuracy, and attention to detail

• Facilitate discussions, drive consensus, and navigate ambiguity in support of business objectives

• Effectively communicate progress, risks, dependencies, and priorities to leadership and stakeholders in a clear and timely manner

• Maintain visibility into multiple concurrent initiatives through structured documentation, tracking, and reporting practices

• Translate complex or evolving work into clear action plans, status updates, and next steps

• Demonstrate curiosity, learning agility, and a willingness to embrace AI and emerging technologies

• Work independently while effectively partnering with leadership and stakeholders to achieve desired outcomes

• Adapt to evolving priorities and support organizational change initiatives

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, Bachelor’s: Construction Management

Work Experience

General Experience - 7 to 12 months

Certifications

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

Travel

Less than 25%

Workstyle

Hybrid

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.

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