VP of Integrated Solutions Team (IST)

Job Description

Leader of a dynamic team tasked with the facilitation, communication, and execution of projects focused on system administration and data management support. Represents the Integrated Solutions team on the NWPS leadership team, working with business leaders to identify and prioritize system and product-related development needs. Point of contact for several vendor relationships. Tasked with understanding current industry offerings and legislative updates. Primary communication contact for system-related notifications across the firm. Reports to the president of the firm.

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.
  

Skills:

The ideal candidate has knowledge of the following:

• 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

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Computer and Information Science

Work Experience

General Experience - More than 15 years

Certifications

Qualified 401(k) Administrator (QKA) - The American Society of Pension Professionals & Actuaries (ASPPA)

Salary Range

$175,000.00-$190000.00

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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