VP, Operations, Cost & Tax Reporting

VP, Operations, Cost Basis & Tax Reporting

Join to apply for the VP, Operations, Cost Basis & Tax Reporting role at Raymond James

Raymond James is seeking a strategic Vice President to lead its Cost Basis and Tax Reporting Operations. This high‑impact leadership role offers a unique opportunity to shape enterprise‑wide strategy, drive operational excellence, and ensure regulatory compliance in a dynamic financial environment. You’ll guide high‑performing teams, champion continuous improvement, and lead initiatives that enhance reporting accuracy and modernize infrastructure. Your leadership will ensure seamless cross‑functional collaboration, aligning operational goals with the broader mission and long‑term vision of the organization.

• Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes.
• Take overall responsibility for setting and approving area budgets that achieve organizational strategy.
• Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of business objectives, balancing the need to deliver short‑term business objectives with the longer‑term delivery of stakeholder value.
• Lead the development of annual and longer‑term business plans for a significant function, ensuring alignment with strategy; quantify business outcomes, i.e., key performance indicators (KPIs) and resource budgets (financial and headcount); and ensure integration of key activities or projects across the organization.
• Set and communicate the strategy, along with the broad actions needed to implement it, for achieving the organization's mission, vision, and values within a function; inspire a large or diverse workforce to commit to these tenets and do extraordinary things to achieve the organization's business goals.
• Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
• Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium‑term business needs.
• Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts.
• Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential.
• Define the detailed organization structure for a business area to align with corporate principles, define the relationship between elements of the organization, and define the responsibilities of senior managers, to enable the organization to achieve its business objectives.
• Monitors regulatory compliance with internal and external groups including auditors, FINRA, IRS, SEC and others.

• Company’s working structure, policies, mission, and strategies.
• Project management methodology sufficient to act in a sponsorship role.
• Principles of finance and securities industry operations.
• Financial markets and products.
• Performance management.

• Act as organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
• Act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
• Operate as a recognized expert to shift into and out of a mental mindset associated with assessing the facts and circumstances of the current situation and making appropriate and innovative adjustments to thinking and work habits.
• Act as organizational authority on strategic planning.
• Act as the organizational authority on ensuring…