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Raymond James Financial

Wealth management, banking, and investment services

Vice President – Cross Border/International Strategy

Corporate StrategyPosted on Nov 12
Full-timeSt. Petersburg, FL, USA

About the Job

Requirements

  • More than 15 years of general experience.
  • 10 to 15 years of manager experience.
  • Completed bachelor's degree in Accounting, Business Administration, or Finance.
  • Less than 25% travel.

Responsibilities

  • Partner with Institutional business leaders and the Cross Border Jurisdictional team to understand client needs and delivery of international products, research, execution, onboarding, account servicing, and affiliate capabilities.
  • Maintain visibility into available capabilities and permissible activities by business line, legal entity, jurisdiction, client type, product, and servicing model.
  • Identify capability gaps, operational friction, and unclear ownership that may impair client service or limit relationship growth.
  • Align business strategic priorities, target markets, and competitive positions with international-strategy recommendations balancing strategic value, commercial potential, and risk.
  • Incorporate jurisdictional, licensing, legal-entity, tax, booking, supervisory, and market-access considerations into strategic-initiative design and sequencing.
  • Align business and operating stakeholders on cross-business dependencies, accountability, resource needs, and enterprise-level decisions.
  • Evaluate priority markets using client demand, revenue potential, competitive position, regulatory accessibility, operating complexity, investment needs, and expected return.
  • Identify opportunities to deepen penetration and grow market share where relevant clients, capabilities, relationships, or infrastructure exist.
  • Assess how licensing, registration, market-access, and permissible-activity requirements affect strategic alternatives and incorporate them into market evaluations.
  • Own the governance framework for Institutional activities requiring Cross Border or international-business review, including intake standards, review pathways, decision rights, and escalation thresholds.
  • Develop, maintain, and periodically refresh desktop procedures translating approved requirements into consistent review practices.
  • Assess proposed activities against line-of-business standards, jurisdictional requirements, and established risk appetite.
  • Coordinate reviews by the Cross Border Jurisdictional team and relevant Legal, Compliance, Risk, Tax, Operations, and other subject-matter experts.
  • Provide strategic guidance on material, novel, or time-sensitive matters, including exceptions requiring leadership review.
  • Use recurring themes, policy interpretations, and review outcomes to strengthen procedures, business guidance, training, and control design.
  • Design, establish, and lead working groups across business, operating, jurisdictional, and control stakeholders, shaping agendas around international priorities, emerging issues, operational matters, business activity, regulatory-change implementation, capability development, risk themes, and dependencies.
  • Lead administration and strategic direction of the International Business Committee, including agenda development, decision materials, meeting coordination, action tracking, and escalation of matters requiring leadership attention.
  • Establish an international data and reporting framework across Institutional lines of business while accommodating differing business models, source systems, data availability, and reporting needs.
  • Produce executive-level reporting and analysis on international activity, strategic initiatives, regulatory developments, operating issues, risks, dependencies, and required decisions.
  • Use governance discussions and management information to identify enterprise themes, inform priorities, clarify accountability, and drive follow-through across business and control partners.
  • Oversee remediation and regulatory-change programs with defined actions, owners, target dates, evidence requirements, dependencies, and escalation paths.
  • Oversee the international business-travel framework for Institutional associates, including intake, review, approval tracking, guidance, exceptions, and follow-up.
  • Partner with business leadership and relevant jurisdictional, compliance, legal, security, tax, and other stakeholders on elevated-risk or unusual travel; coordinate escalation of exceptions with recommendations balancing business need with regulatory, security, tax, data, and reputational considerations.
  • Maintain guidance on permissible in-country activities, business versus non-business travel, device and data-security expectations, and required approvals.
  • Analyze travel patterns for potential licensing, registration, tax, permanent-establishment, security, technology, or business-model implications.
  • Determine with stakeholders whether activities can be supported through existing permissions or affiliated capabilities, or require additional review, registration, exemption, or entity involvement.
  • Ensure material risks and unresolved questions are elevated to the appropriate governance body without assuming responsibilities owned by Legal, Compliance, Tax, or independent risk functions.
  • Monitor relevant developments and coordinate updates to affected strategies, operating models, standards, controls, communications, and training.
  • Lead, coach, and develop a team.

About the Company

Raymond James Financial

Wealth management, banking, and investment services

Raymond James Financial provides a range of financial services to individuals, corporations, and municipalities, organized into five segments: Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other. Its offerings include financial planning and advisory services, investment banking and research, asset management products, and banking and lending through RJ Bank, earning revenue from advisory fees, commissions, and net interest income. The firm differentiates itself with a strong focus on personalized, client-centric service where financial advisors tailor strategies to each client and foster long-term relationships. Its goal is to help clients achieve their financial objectives by delivering comprehensive solutions across wealth management, banking, and capital markets through a multi-segment business model.

Company size
Not listed
Company stage
IPO
Headquarters
Saint Petersburg, Florida
Founded
1962

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