At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high‑quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Head of Operations, Correspondent Services - 12 Month Contract How does the role impact the organization? Raymond James Ltd. (RJL) is seeking a strategic and energetic leader to serve as Head of Operations, Correspondent Services. Reporting the SVP of RJCS, this unique 2‑year contract opportunity will be pivotal in shaping and executing end‑to‑end performance and service‑improvement strategies across both entities, mutually aligning with the firm’s mid‑to‑long‑term goals. The primary function of this role will be to provide backup support to key leaders and subject‑matter experts within RJL and RJCS to meet critical program‑delivery milestones associated with launching a new wealth‑management platform scheduled for organization‑wide release in mid‑to‑end 2028.

The role will support and enhance existing client service responsibilities, continuously meet firm‑wide performance initiatives across assigned responsibilities, and bridge Corporate Service Group (CSG) goals. This includes effectively leveraging technology tools such as Dataphile, Service Now, PowerBI, AI, etc. to maximize service delivery, mitigate risk, and exceed compliance requirements.

Additional responsibilities include maintaining business‑as‑usual service offerings and performance for a broad cross‑section of client relationships, overseeing, managing, and developing assigned team(s), participating in and deploying various projects and initiatives,



and enhancing technical delivery while managing budgets and positively advancing the firm overall.

The ideal candidate will bring a proven track record of excellent customer service, building high‑performing teams, fostering internal and external partnerships, driving operational excellence, and managing multiple priorities required to succeed in this important role.

What will your role be responsible for? Strategic Leadership & Business Alignment

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 the development and execution of RJL/RJCS project strategies and road maps

Establish fit‑for‑purpose tools, metrics, and controls to promote efficiency and capacity creation, including 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

Cross‑Functional Collaboration & Demand Management

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 agendas

Process Improvement and Efficiencies

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

Identify and drive process efficiencies: understand process flows and determine where efficiencies can be derived, incorporating checks and balances to achieve accuracy and appropriate approvals

Partner with key stakeholders to establish prioritized issues and enhancements/corrective actions while maximizing available resources

Leadership and Team Management

Lead, mentor, and develop individuals/teams assigned to achieve high performance

Manage an RJCS support team ensuring effective, accurate, and timely fulfillment of client questions and instructions, reports (ad‑hoc and recurring), and data security and integrity

Vendor / Stakeholder Management

Build collaborative partnerships across the firm, including regular interaction with senior leaders

Serve as business liaison and contract representative with third‑party vendors where applicable

Partner with key stakeholders to establish prioritized issues and enhancements/corrective actions while maximizing available resources

Lead, mentor, and de

📌 Head of Operations, Correspondent Services (Winnipeg)
🏢 Raymond James
📍 Winnipeg