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 ContractHow does the role impact the organization?RJL) is seeking a strategic and dynamic 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.

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 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 Lead, mentor, and develop assigned team(s) to achieve high performance flexible workstyles, a competitive compensation and benefits package.

Benefits include Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan,



Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and many more. We also support internal promotion and community involvement. A minimum of five (5) years’ experience in a similar role (Senior Manager or above) within a comparably sized organization.

Proven experience in operational support, performance management, and project implementation would be considered valuable assets. Familiarity with wealth‑management book of record systems and data delivery methodologies. An acceptable combination of academic accreditation, professional certification, and experience can be considered in lieu of the minimum requirement.

Proven ability to drive reinvention and reimagination of traditional corporate processes using digital and emerging technologies towards clear outcomes.

Experience in managing cross‑functional remote/virtual teams and working collaboratively. Strong skills at building relationships with various levels in an organization. Demonstrated ability to drive client service processes and deliver high‑quality services in a fast‑paced, high‑change environment.

Proficient with Microsoft Office Suite, Smartsheet, PowerBI, or related software. Very robust influence and change management skills. Excellent communication, stakeholder management, and influencing skills.

Proven process improvement, change management, and coaching competencies. Excellent time‑management skills with a proven ability to meet deadlines in a fast‑paced and results‑oriented environment. 110,000 – $130,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy. When associates bring their best authentic self, 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. We may use automated or AI‑enabled tools to support parts of our recruitment and screening process, including screening, assessing, or selecting applicants where applicable.

These tools help us review applications efficiently, but they do not replace human decision‑making.

Temporary

Full‑Time #

📌 Head Of Operations, Correspondent Services - 12 Month Contract (Winnipeg)
🏢 Raymond James
📍 Winnipeg