Full-Time

VP of Integrated Solutions Team

Posted on 5/1/2025

Raymond James Financial

Raymond James Financial

Provides financial services and investment planning

Compensation Overview

$175k - $190k/yr

+ Discretionary Annual Bonus

Senior, Expert

Seattle, WA, USA + 1 more

More locations: Towson, MD, USA

Category
IT Project Management
IT & Security
Required Skills
SQL
Tableau
Salesforce
VBA
HTML/CSS
Connection
Connection
Connection
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Requirements
  • Retirement Plan concepts, administration practices, and regulations.
  • FIS Recordkeeping systems (OMNI and Relius)
  • Familiarity with file transfer protocols, MoveIT, SQL, VBA, scripting, HTML, Crystal Report writer or Tableau, Smartsheet, Power Automate
  • Investment concepts
  • Application and web technologies.
  • SharePoint
  • Salesforce
  • Leadership and people management.
  • Change Management
  • Communication- internal and external.
  • Organization, planning, and prioritization.
  • Decision making.
  • Problem solving.
  • Delegation.
  • Cross-Team Collaboration.
  • Mentoring.
  • Project management
Responsibilities
  • Partners with cross-site leadership to identify firm-wide priorities; ensure team executes work timely
  • Maintain firm-wide technology roadmap.
  • Hire, train, and supervise team members.
  • Ensure the team is cross-trained, works efficiently, and maintains up-to-date reference materials for seamless hand-offs, and resource transparency.
  • Evaluates and identifies ways to automate, streamline, and improve day-to-day maintenance and administrative practices with input from business partners.
  • Review vendor relationships. Approve billing and annual team budgeting.
Raymond James Financial

Raymond James Financial

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Raymond James Financial provides a range of financial services, including investment and financial planning, capital markets, and asset management, to individuals, corporations, and municipalities. The company operates through its subsidiaries and has around 8,700 financial advisors across the United States, Canada, and other locations. Their services help clients manage and grow their assets, with a total of $1.26 trillion in client assets as of October 2023. What sets Raymond James apart from its competitors is its strong emphasis on community support and corporate philanthropy, along with high rankings in customer service and workplace satisfaction. The company's goal is to deliver exceptional financial services while positively impacting the communities they serve.

Company Size

N/A

Company Stage

IPO

Headquarters

Saint Petersburg, Florida

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on sustainable investing aligns with growing client demand.
  • Investments in alternative assets diversify portfolios and enhance returns.
  • Hybrid work models may lead to cost savings and employee satisfaction.

What critics are saying

  • High-yield bond ETF investments pose risks in volatile markets.
  • Competition from 'finfluencers' may draw clients away from traditional services.
  • Recruiting independent advisors could increase operational costs and service inconsistencies.

What makes Raymond James Financial unique

  • Raymond James offers in-house recruiting to support independent advisors' growth.
  • The firm actively invests in diverse sectors, including shipping and technology.
  • Raymond James integrates ESG criteria into investment strategies for responsible investing.

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Benefits

Hybrid Work Options

Professional Development Budget

Company News

ETF Daily News
May 3rd, 2025
Raymond James Financial Inc. Makes New Investment in Invesco Global Short Term High Yield Bond ETF (NYSEARCA:PGHY)

Raymond James Financial Inc. purchased a new stake in Invesco Global Short Term High Yield Bond ETF (NYSEARCA:PGHY - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.

InvestmentNews
May 2nd, 2025
Raymond James gives its indie advisors a helping hand in recruitment

This week, Raymond James announced it is introducing a new in-house recruiting service aimed at helping its independent advisors expand their teams and manage growth demands more effectively.

ETF Daily News
May 2nd, 2025
Raymond James Financial Inc. Makes New Investment in ZIM Integrated Shipping Services Ltd. (NYSE:ZIM)

Raymond James Financial Inc. makes new investment in ZIM Integrated Shipping Services Ltd. (NYSE:ZIM).

ETF Daily News
May 2nd, 2025
Raymond James Financial Inc. Invests $1.67 Million in PGIM Active High Yield Bond ETF (NYSEARCA:PHYL)

Raymond James Financial Inc. purchased a new stake in PGIM Active High Yield Bond ETF (NYSEARCA:PHYL - Free Report) in the 4th quarter, HoldingsChannel reports.

Forbes
May 1st, 2025
Where Are You Getting Your Financial Advice?

The difference between finfluencers and a Certified Financial Planner® professional is that finfluencers are salespeople. gettyIf it’s from TV, podcasts, and social media, it’s time to reevaluateThe other day, I happened across a financial radio show while driving home from work. The caller was a young, intelligent woman who was trying to get out from under a crushing amount of debt that she and her husband had accumulated.The host asked if she’d completely lost her mind, then berated her for getting into such a situation and told her she deserved to be scared.This really upset me. Professional financial advisors would never respond this way. But hosts like this can get away with it because the people they’re advising won’t show up in their office next week. They don’t have the day-to-day responsibility for their financial success

INACTIVE