Business Process Re-Engineering LeadRaymond James Financial, Inc.

Primary Functions of the Position:

• Partner with business leaders to identify, assess, and prioritize automation or AI use cases based on business value, feasibility, data readiness, and risk.

• Evaluate automation and AI opportunities to ensure solutions are cost-effective, fit for purpose, sustainable, and supported by appropriate technology teams before implementation.

• Assess data integrity, protection, access, and readiness requirements for automation and AI implementations to ensure solutions use reliable data, protect sensitive information, and are ready for controlled deployment.

• Redesign business workflows so that automation or AI improves the underlying process rather than simply automating existing inefficiencies.

• Lead adoption and change implementation throughout the Bank by moving projects from pilot to production, including readiness assessment, training, and change management.

• Build the business case for each opportunity and recommend whether to advance, defer, or decline based on expected value, readiness, complexity, and risk.

• Administer the AI business use case intake process for the AI Working Group.

• Design, build, test, and deploy Microsoft 365 Copilot agents using approved employee tooling, including instructions, knowledge sources, and guardrails.

• Test prompt execution, validate output quality, document limitations, and remain accountable for ongoing monitoring, support, and refinement of AI-enabled solutions.

• Coach business associates and execute awareness campaigns that promote safe, effective use of automation and AI, including reusable patterns and templates for approved employee tools.

• Define and report KPIs for AI adoption, agent usage, and value realization.

• Ensure all use cases and deployed agents are inventoried and submitted for technology and governance review under enterprise AI policy and AI technology development standards.

• Prepare and deliver updates to business leadership and governance committees.

Education and Experience Requirements:

• Bachelors degree in a Business Discipline, Information Systems, or related field required.

• Hands-on experience documenting current-state processes, designing future-state workflows, writing business requirements, building process maps, and supporting adoption of technology-enabled process change required.

• Practical experience using generative AI tools, prompt development, Microsoft 365 Copilot, M365 Agent Builder, ChatGPT, Power Platform, or comparable business automation tools required.

• Demonstrated experience taking initiatives from concept through production adoption required.

• Banking or financial services experience is strongly preferred; experience with emerging technology adoption in a regulated environment preferred.

• Relevant certification preferred (Microsoft Certified: AI Business Professional or AI Agent Builder Associate, Prosci ADKAR, CCMP, or PMP).

• Software engineering, data science, or model development experience is not required.

Essential Skills and Abilities:

• Strong business process analysis and workflow redesign skills, including the ability to identify inefficiencies, control gaps, manual workarounds, and opportunities for simplification.

• Ability to assess data integrity, sensitivity, access, and readiness requirements to support safe and effective automation and AI implementation.

• Strong control mindset with the ability to identify operational, data, technology, and adoption risks before solutions move into production.

• Proven ability to frame and prioritize technology use cases and tie them to measurable business outcomes.

• Hands-on ability to build and maintain AI agents using authorized employee tools, including prompt design, knowledge source configuration, and output testing.

• Practical fluency with generative AI tools and prompt design, without reliance on programming skills.

• Working understanding of AI risks hallucination, drift, bias, data leakage, oversharing, over-reliance on automation and the controls used to manage them.

• Strong change management skills and proven ability to influence stakeholders at all levels.

• Excellent written and verbal communication; able to translate between business and technical audiences.

• Strong analytical skills and advanced Microsoft Excel skills.

• Ability to manage multiple priorities in a fast-paced environment; intellectual curiosity and comfort with ambiguity.