Business Process Re-Engineering Lead

Job Description Summary

The Business Process Re-Engineering Lead is responsible for advancing the Bank’s process re-engineering agenda by identifying opportunities to simplify, redesign, and modernize core workflows through approved automation and artificial intelligence solutions. The role partners with business leaders, enterprise AI governance stakeholders, Change Management, and Technology to evaluate current-state processes, identify inefficiencies, define future-state operating models, and determine where automation or AI-enabled workflows can improve speed, quality, consistency, controls, auditability, associate effectiveness, cost management, and long-term solution sustainability.

This is a business transformation role with a strong focus on workflow design and the practical application of approved automation and AI tools. The incumbent is expected to translate business problems into AI-enabled process solutions, including Microsoft 365 Copilot agents, M365 Agent Builder solutions, ChatGPT-enabled workflows, prompt patterns, and reusable implementation playbooks. The incumbent is not expected to write production software or develop models, but is expected to build, test, validate, support, and monitor approved AI-enabled solutions. All work is performed within the enterprise and Bank’s AI governance framework.

• 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.

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data ProcessingGeneral Experience - 6 to 10 years

Travel

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At 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 firm

At 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.