BBF Wealth
**Job Description Summary**Join Our Team as an Operations Technology Leader!
This role is perfect for a strategic thinker who thrives in a fast-paced environment, loves solving complex challenges, and is passionate about driving operational excellence through innovation and technology.**Job Description***Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future.**This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St. Petersburg, FL Corporate Office.***Why This Role Matters**This isn’t just another operation’s job—it’s a chance to lead initiatives that shape the future of our business. You’ll be at the center of strategy, execution, and compliance, ensuring our operations run seamlessly while meeting regulatory standards. Your leadership will empower teams, optimize processes, and deliver exceptional service to our clients.**Licensure Requirements – Your Key to Success***To excel in this role, you must hold—or be able to obtain within 120 days—the following FINRA licenses:** SIE (Securities Industry Essentials) – Required unless exempt or grandfathered.* Series 99 (Operations Professional) – Required unless you already hold one of the following qualifying registrations: Series 6, 7, 17, 37, 38, or principal-level Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, or 53.*These licenses are essential for ensuring compliance and enabling you to operate confidently in a regulated financial environment. We’ll support you every step of the way to obtain them if needed.***What You’ll Do*** Lead & Innovate: Own a key operational area—whether building something new or optimizing existing processes—with guidance from senior leaders.* Strategic Planning: Shape annual and long-term business plans, forecast KPIs, and develop compelling business cases.* Drive Performance: Set clear objectives, monitor progress, and inspire your team to exceed expectations.* Operational Excellence: Manage day-to-day service operations and coordinate across teams to align schedules with business goals.* Policy & Compliance: Interpret and apply policies, monitor regulatory compliance, and recommend process improvements.* Risk & Budget Management: Develop contingency plans, collaborate on budgets, and ensure financial accountability.* Talent Development: Coach and mentor team members, fostering growth and professional development.**Technical Expertise Required*** Strong technical knowledge to support operational efficiency and process improvement.* SmartSheet experience (or similar project management tools) is highly beneficial for workflow optimization and reporting.* Ability to analyze data trends, leverage technology for decision-making, and implement innovative solutions.**Skills That Set You Apart*** Strategic Thinking & Planning* Data-Driven Decision Making* Risk Management & Compliance Expertise* Advanced Communication Skills* Project Leadership & Change Management* Technical Systems Troubleshooting**Why You’ll Love It Here*** Opportunity to lead impactful projects in a dynamic, growth-oriented environment.* Support for professional development and licensure.* Collaborative culture that values innovation and continuous improvement.**Education**High School (HS) (Required)**Work Experience**General Experience - 6 to 10 years, Manager Experience - 3 to 6 years**Certifications**s99 - Operations Professional Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**HybridAt 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 firmAt 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.#LI-CA1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
This role is perfect for a strategic thinker who thrives in a fast-paced environment, loves solving complex challenges, and is passionate about driving operational excellence through innovation and technology.**Job Description***Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future.**This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St. Petersburg, FL Corporate Office.***Why This Role Matters**This isn’t just another operation’s job—it’s a chance to lead initiatives that shape the future of our business. You’ll be at the center of strategy, execution, and compliance, ensuring our operations run seamlessly while meeting regulatory standards. Your leadership will empower teams, optimize processes, and deliver exceptional service to our clients.**Licensure Requirements – Your Key to Success***To excel in this role, you must hold—or be able to obtain within 120 days—the following FINRA licenses:** SIE (Securities Industry Essentials) – Required unless exempt or grandfathered.* Series 99 (Operations Professional) – Required unless you already hold one of the following qualifying registrations: Series 6, 7, 17, 37, 38, or principal-level Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, or 53.*These licenses are essential for ensuring compliance and enabling you to operate confidently in a regulated financial environment. We’ll support you every step of the way to obtain them if needed.***What You’ll Do*** Lead & Innovate: Own a key operational area—whether building something new or optimizing existing processes—with guidance from senior leaders.* Strategic Planning: Shape annual and long-term business plans, forecast KPIs, and develop compelling business cases.* Drive Performance: Set clear objectives, monitor progress, and inspire your team to exceed expectations.* Operational Excellence: Manage day-to-day service operations and coordinate across teams to align schedules with business goals.* Policy & Compliance: Interpret and apply policies, monitor regulatory compliance, and recommend process improvements.* Risk & Budget Management: Develop contingency plans, collaborate on budgets, and ensure financial accountability.* Talent Development: Coach and mentor team members, fostering growth and professional development.**Technical Expertise Required*** Strong technical knowledge to support operational efficiency and process improvement.* SmartSheet experience (or similar project management tools) is highly beneficial for workflow optimization and reporting.* Ability to analyze data trends, leverage technology for decision-making, and implement innovative solutions.**Skills That Set You Apart*** Strategic Thinking & Planning* Data-Driven Decision Making* Risk Management & Compliance Expertise* Advanced Communication Skills* Project Leadership & Change Management* Technical Systems Troubleshooting**Why You’ll Love It Here*** Opportunity to lead impactful projects in a dynamic, growth-oriented environment.* Support for professional development and licensure.* Collaborative culture that values innovation and continuous improvement.**Education**High School (HS) (Required)**Work Experience**General Experience - 6 to 10 years, Manager Experience - 3 to 6 years**Certifications**s99 - Operations Professional Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**HybridAt 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 firmAt 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.#LI-CA1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr