Senior Business & Data Analyst – Wealth Management

Job Description Summary

We in PCG Technology Product Management shape innovative, effective, advisor-centric technology that provides efficiency and growth opportunities to the Private Client Group (PCG), advisors, and their teams. We focus on providing cutting-edge user experience, premier customer service, and education to help drive awareness and utilization.
This role is ideal for someone who combines sharp analytical skills with a strong understanding of financial services.
If you excel at interpreting complex data, translating business needs into actionable insights, and want to drive smarter decisions in Wealth Management, this role is for you.

Job Description

This position follows our hybrid work model, we expect the selected candidate to be in the office 2-3 days a week at the St. Petersburg, FL Corporate Office location.

This role is not eligible for Work Visa sponsorship, either currently or in the future.

The Senior Business & Data Analyst – Wealth Management plays a critical role in bridging business needs and data insights within the Wealth Management organization. This role partners closely with Product Managers, business leaders, and cross-functional teams to understand objectives, analyze data, and define clear business and data requirements that support successful outcomes.

The ideal candidate brings strong business analysis expertise, a deep understanding of financial services and wealth management, and experience working with complex data. They are comfortable evaluating current-state data and processes, supporting data migration efforts, and translating business needs into well-defined requirements that guide solution delivery.

Key Responsibilities

• Lead business analysis activities, including discovery, requirements gathering, documentation, and validation.
• Partner with business stakeholders to understand goals, challenges, and data needs, and analyze financial and operational data to identify trends, gaps, and opportunities.
• Define and document business and data requirements that support reporting, analytics, and operational use cases.
• Support data migration efforts by reviewing current-state data, identifying inconsistencies, and helping align existing data sources to future-state business needs.
• Communicate insights, findings, and recommendations clearly to both business and delivery teams.
• Collaborate with project team members to support planning, documentation, execution, and testing activities.
• Apply sound judgment related to risk management, change management, and issue resolution.
• Perform additional responsibilities in support of departmental and organizational objectives.

Experience & Background

• 3–5 years of experience in a Business Analyst or Data Analyst role, preferably within financial services.
• Demonstrated experience in business analysis, data analysis, and requirements gathering.
• Experience supporting data migration or data transformation efforts is strongly preferred.
• Broad financial services experience is highly desired.
• Wealth Management experience is required.

Core Knowledge & Skills

• Business Analysis & Financial Services
• Strong understanding of financial services, including wealth management products, processes, and data.
• Ability to translate business needs into clear, actionable requirements.
• Experience working closely with business stakeholders at various levels.
• Data Analysis & Data Understanding
• Strong data literacy, including the ability to analyze, interpret, and validate data.
• Experience reviewing legacy or historical data and supporting data readiness activities.
• Ability to identify data quality issues and collaborate on resolution efforts.

Communication & Collaboration

• Ability to explain complex information in a clear, business-focused manner.
• Strong written and verbal communication skills.
• Proven ability to work collaboratively in a team environment.

Tools

• Proficiency with Microsoft Office tools (Excel, PowerPoint, Word, Visio).
• Experience working with reporting, analytics, or data tools is a plus, but hands-on technical expertise is not required.

Ability to:

• Serve as a key liaison between business teams, product partners, and delivery groups.
• Apply deep knowledge of wealth management and financial data to support strategic initiatives.
• Think analytically and make sound recommendations based on data and business needs.
• Build strong relationships and work effectively across teams.
• Manage multiple priorities while maintaining attention to detail and quality.

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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. 

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