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Head of Operations, Correspondent Services - 12 Month Contract

Raymond James
Vancouver, CAN
Temporary
Director
3 days ago
Operational SupportPerformance ManagementProject ImplementationWealth ManagementMicrosoft OfficeSmartsheet
Free

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Operational SupportPerformance ManagementProject Implementation
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How does the role impact the organization?

  • Raymond James Ltd. is seeking a strategic and dynamic leader to serve as Head of Operations, Correspondent Services.
  • This unique 2 year contract opportunity will be pivotal in shaping and executing end to end performance and service improvement strategies across both entities.
  • The primary function will be to provide back up support to key leaders with efforts to meet critical program delivery milestones associated with launching a new wealth management platform scheduled for release in mid to end 2028.

What will your role be responsible for?

  • Align customer services priorities with enterprise architecture, data, security, and innovation strategies.
  • Enhance and optimize the support service delivery model including implementing new efficiencies and improving data/insight/analytics capability.
  • Build and manage relationships with key clients.
  • Contribute to development and execution of RJL/RJCS project strategies and or road maps.
  • Establish fit for purpose tools, metrics, and controls to promote efficiency and capacity creation to include SLAs, skill matrices, audits, etc.
  • Collaborate with other key stakeholders to ensure business concerns are incorporated into overall progress discussions.
  • Introduce and modify existing RJL approved technology to reduce service friction points with clients.
  • Partner with business function leaders to gather, prioritize, and align service needs and delivery demand across departments.
  • Serve as the support owner and strategic planner for cross functional initiatives, facilitating prioritization, funding decisions, and resource optimization.
  • Manage the partnership with the business and related implementation of and changes to client facing systems.
  • Work closely with key stakeholders, leaders, managers, associates, and external stakeholders to effectively manage change and transformation agenda.
  • Identify key business drivers, dependencies and opportunities to create the case for change within RJL or RJCS in support of the firm’s strategic imperatives.

What do we expect from you?

  • Minimum of 10 years’ experience in a similar sized, complex and multi stakeholder environment.
  • A minimum of five (5) years’ experience in a similar role (Senior Manager or above) and sized organization.
  • Proven experience in operational support, performance management and project implementation would be considered valuable assets.
  • Familiarity with wealth management book of record systems and data delivery methodologies.
  • An acceptable combination of academic accreditation, professional certification and experience will be considered in lieu of minimum requirement.

DESIRED CAPABILITIES

  • Proven ability to drive reinvention and reimagination of traditional corporate processes using digital and emerging technologies towards clear outcomes.
  • Passion for employee and stakeholder empowerment through secure, scalable, and user centered technology.
  • Ability to comprehend, interpret, and apply knowledge and concepts.
  • Experience in managing cross functional remote/virtual teams and working collaboratively.
  • Strong skills at building relationships with various levels in an organization.
  • Demonstrated ability to drive client service processes and to deliver high quality services in a fast paced, high change environment.

DESIRED COMPETENCIES / SKILLS

  • Experience within financial services and/or technology organizations.
  • Proficient with Microsoft Office Suite, Smartsheet, PowerBI or related software.
  • Very strong influence and change management skills.
  • Excellent communication, stakeholder management, and influencing skills.
  • Proven ability to lead change and build high performing teams.
  • Deep understanding of financial industry compliance.
  • Strong analytical, collaboration and problem solving skills.
  • Proven process improvement, change management and coaching competencies.
  • Excellent time management skills with a proven ability to meet deadlines in a fast paced and results oriented environment.

What can you expect from us?

  • Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package.
  • Benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more.
  • We also support internal promotion and community involvement.

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