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This position follows our hybrid workstyle policy: Expected to be in our Raymond James HQ office location in St. Petersburg, FL 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.
Pr Ogram 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.
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