Job Description
**_Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future._**
**Essential Duties and Responsibilities**
+ Partner with the Head of Risk Strategy & Operations, the CRO, and senior Risk leaders to translate strategic priorities into multi-year roadmaps, annual objectives, and long-range plans for the RJF Risk Organization.
+ Drive the development, maintenance, and governance of Risk's multi-year roadmaps and long-range plans, ensuring alignment with firm strategy, regulatory priorities, and organizational capacity.
+ Lead the portfolio of strategic initiatives and change efforts across the Risk Organization, including integration with major firmwide transformation programs and risk-specific transformation initiatives.
+ Lead the design and execution of a transformational change program that builds organizational readiness by mobilizing stakeholder commitment, applying change management methodologies, and embedding sustainable outcomes into day-to-day execution.
+ Identify, assess, prioritize, and drive business process efficiency and cost optimization opportunities across the Risk Organization.
+ Lead the evaluation and business adoption of innovative solutions, including Artificial Intelligence-enabled capabilities, to improve productivity, insight generation, scalability, and decision support, with a clear focus on return on investment and practical business outcomes.
+ Partner with Technology, Analytics, and business teams to shape, prioritize, implement, and measure solutions; ensure use cases are grounded in business need, operating realities, governance requirements, and value realization.
+ Lead analysis and recommendations related to budget optimization, capacity planning, and strategic resource allocation across the Risk Organization in partnership with the Head of Risk Strategy & Operations.
+ Evaluate operating models, workflows, governance routines, management reporting, and organizational structures, and recommend enhancements to improve effectiveness, scalability, transparency, and resiliency.
+ Lead orchestration activities for Risk related to new business initiatives, new product reviews, and other strategic change activities, including transaction-related activities where applicable, coordinating risk management assessments, stakeholder alignment, and executive decision support.
+ Partner with Risk leaders and cross-functional stakeholders to evaluate the operational, governance, and risk management implications of business expansion, product innovation, and other strategic changes.
+ Lead preparation and coordination of presentations, updates, and other materials for senior management, executive committees, regulators, and the Board to promote consistency and clarity across Risk.
+ Support communication and engagement efforts that reinforce risk culture, accountability, and alignment with the firm's strategic priorities and corporate vision.
+ Partner with department leaders to identify organizational, operational, and execution risks within the Risk Organization and develop mitigation strategies.
+ Partner with control, governance, and functional leaders to support policy adherence, issue management, RCSA activities, and related operating discipline for the Risk Organization.
+ Serve as a delegate to the Head of Risk Strategy & Operations in selected forums, working groups, and cross-functional initiatives, progressively assuming broader exposure across the Risk Strategy & Operations mandate.
+ Complete strategic projects and initiatives at the direction of the Head of Risk Strategy & Operations and/or CRO.
+ Lead, coach, and develop direct reports; establish priorities; monitor execution; and build a high-performing team aligned to organizational objectives.
**Knowledge of:**
+ Enterprise risk management, risk governance, and the operating environment of a large financial institution that operates predominantly in the wealth management space.
+ Strategic planning, transformation governance, and change management methodologies.
+ Business process design, operating model effectiveness, and cost optimization approaches.
+ Artificial Intelligence concepts, use-case evaluation, and governance considerations relevant to financial services and risk management.
+ Risk operations, including process and system landscape.
+ New business, new product, and transaction-related governance processes and the role of Risk in evaluating, challenging, and supporting strategic business decisions.
+ Regulatory requirements and best practices in risk management.
+ Risk identification, risk appetite, review and challenge, and risk acceptance frameworks.
+ Risk governance structure and design.
+ Risk policy and procedures.
+ Resource planning, budgeting, and management reporting.
**Skill in:**
+ Leading large, cross-functional strategic initiatives with multiple stakeholders and complex interdependencies.
+ Translating strategy into executable roadmaps, long-range plans, governance routines, milestones, and performance measures.
+ Driving organizational change, adoption, and accountability in complex and highly regulated environments.
+ Identifying and executing opportunities for process improvement, simplification, productivity gains, and cost optimization.
+ Evaluating and advancing innovation opportunities, including Artificial Intelligence-enabled capabilities, with a focus on business value, return on investment, and measurable outcomes.
+ Working across all levels and facets of organizations and influencing senior leaders without sole reliance on formal authority.
+ Planning and scheduling work to meet organizational and regulatory requirements.
+ Preparing oral and/or written reports, executive updates, and Board-level presentations.
+ Excellent problem-solving and analytical skills, with the ability to assess complex issues and develop practical resolutions.
+ Project management and governance skills with experience successfully completing long- and short-term initiatives.
+ Managing teams and directing the work of others.
**Ability to:**
+ Balance short- and long-term goals.
+ Demonstrate the ability to synthesize complex, high‑volume, and sometimes conflicting information to accurately diagnose issues and drive effective problem solving.
+ Encourage and foster a risk culture balanced with innovation and collaboration.
+ Communicate effectively, both verbally and in writing, with management, customers, vendors, regulators, and staff.
+ Deliver crisp presentations on controversial or complex topics to top management, public groups, and the Board of Directors.
+ Drive high-quality work products within expected timeframes and on budget.
+ Read, analyze, and interpret complex documents.
+ Respond effectively to the most sensitive inquiries or complaints.
+ Build strong relationships across Risk, Compliance, Finance, Human Resources, Technology, Analytics, Operations, and other enterprise partners.
+ Plan, assign, monitor, review, evaluate, and lead the work of others.
+ Coach and mentor others.
+ Demonstrate the ability to lead effectively in uncertain and evolving environments by discerning opportunities, sustaining stability, and guiding others through targeted coaching to achieve significant progress.
**Licenses Required:**
*****PMP NOT REQUIRED*****