Raymond James · 3 hours ago
CRA and Initiatives Coordinator
Raymond James is a financial services firm seeking a CRA and Initiatives Coordinator responsible for managing key change initiatives and supporting the CRA Officer in executing the bank’s Community Reinvestment Act strategy. The role involves leading transformational projects, ensuring compliance with CRA regulations, and fostering relationships with stakeholders and community partners.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Direct organizational change initiatives from initial planning through implementation, ensuring timely and cost-efficient execution while minimizing operational disruptions
Foster a culture of adaptability and ongoing improvement, inspiring innovation and promoting active employee engagement throughout transformational initiatives
Oversee centralized tracking of Community Reinvestment Act (CRA) activities using Kadince, including charitable donations, employee volunteer hours, Community Development loans, and qualified investments
Conduct quarterly audits of CRA documentation to ensure accuracy, completeness, and adherence to regulatory requirements
Represent the bank at community events, nonprofit meetings, and CRA partner engagements to build strong relationships and promote outreach to low- and moderate-income (LMI) communities
Support the implementation of the bank’s CRA Strategic Plan by partnering with internal departments and external stakeholders to ensure consistent execution and reporting
Qualification
Required
Bachelor's degree preferred
2–5 years of CRA, compliance, change management, or community development experience
Strong understanding of CRA regulations
Excellent written and verbal communication skills
Ability to work independently and collaboratively across departments
Strong project management and organizational skills
Experience with nonprofit partnerships and community outreach
Familiarity with CRA documentation standards and audit preparation
Background in financial services, public policy, or community development
Highly adaptable and resilient, able to navigate ambiguity and shifting priorities while maintaining composure and providing guidance during periods of organizational transition or uncertainty
Preferred
Bachelor's: Business Administration
Bachelor's: Mass Communication
Bachelor's: Public Relations
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Recent News
TradingView
2025-12-16
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