Job Description Summary
As part of our Wealth Management Technology team, the Sr. Business Analyst serves as a strategic partner to business and technology stakeholders within Global Wealth Solutions, initially supporting the Alternative Investments and Private Markets platform. This role is responsible for driving the delivery of innovative, scalable, and efficient technology solutions that enhance advisor, client, and operational experiences.The ideal candidate combines deep business analysis expertise with a strong understanding of emerging technologies, including Artificial Intelligence (AI), Generative AI (GenAI), automation, and data-driven decision-making. You will drive complex initiatives from requirements discovery and documentation through implementation while helping identify opportunities to leverage AI capabilities to improve business processes, operational efficiency, and client outcomes.
This role requires a blend of business acumen, technical expertise and strategic thinking to influence outcomes and ensure alignment with organizational objectives.
Job Description
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.
Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
Responsibilities
Business Analysis & Delivery
Drive the elicitation, analysis, documentation, and management of business, functional, and non-functional requirements for complex technology initiatives.
Translate business objectives and requirements into actionable requirements, user stories, process models, and solution specifications.
Conduct business process analysis, gap assessments, feasibility studies, impact analyses, and solution evaluations.
Facilitate workshops, stakeholder interviews, and discovery sessions across business and technology teams.
Collaborate with Product Owners, Developers, QA teams, UX designers, and business stakeholders to deliver high-quality solutions.
Assist in QA and User Acceptance Testing (UAT), validate test scenarios, and ensure delivered solutions meet business expectations.
Develop and maintain process maps, wireframes, prototypes, data flow diagrams, and business documentation, leveraging AI capabilities for the same.
Serve as a subject matter expert (SME) for assigned business domains, applications, and operational processes.
Support production issue triage, root cause analysis, and resolution activities, including occasional after-hours support.
Preferred Qualifications
Experience supporting Alternative Investments, Private Markets, Wealth Management, Advisory Platforms, or Investment Operations.
Experience with vendor-based software implementations and enterprise SaaS platforms.
Experience with AI, Generative AI, Machine Learning, Intelligent Automation, or Data Analytics initiatives.
Experience gathering requirements for AI-enabled workflows, knowledge management solutions, chatbot implementations, or automation initiatives.
Required Qualifications
5 + years of Business Analysis experience, preferably within Financial Services, Wealth Management, Capital Markets, or enterprise technology environments.
Proven experience working on large, cross-functional technology initiatives and managing complex stakeholder relationships.
Strong understanding of SDLC methodologies including Agile, Scrum, Waterfall, and hybrid delivery models.
Proven experience translating complex business needs into technical requirements, user stories, workflows, and solution designs.
Strong analytical, problem-solving, and critical-thinking skills.
Proficiency in SQL, data analysis, and data mapping techniques.
Experience with tools such as Azure DevOps, TFS, ServiceNow, Splunk, Postman, and Microsoft Office Suite.
Experience creating process flows, wireframes, and solution documentation using tools such as Visio, Lucidchart, Figma, Marvel, or similar platforms, and use this experience to produce and validate similar outputs using AI capabilities.
Exceptional communication and facilitation skills with the ability to engage effectively across business, and technical audiences.
Demonstrated ability to influence decision-making and drive consensus across diverse stakeholder groups.
AI & Innovation Leadership
Help establish best practices for AI requirements management, business process redesign, and user adoption.
Partner with business and technology leaders to identify opportunities for AI, Generative AI, intelligent automation, and advanced analytics solutions.
Help with requirements gathering to define use cases for AI-enabled products and capabilities, including conversational AI, workflow automation, document intelligence, and knowledge management solutions.
Collaborate with Data Science, Data Engineering, Architecture, and AI Engineering teams to translate business needs into AI solution requirements.
Evaluate current-state processes and recommend opportunities for AI-driven process optimization and operational efficiencies.
Stay current on emerging AI technologies, industry trends, and regulatory developments impacting Wealth Management and Financial Services.
Education
Bachelor’s: Computer and Information Science, High School (HS) (Required)Work Experience
General Experience - 6 to 10 yearsCertifications
Travel
Less than 25%Workstyle
HybridThe 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.
#LI-SA1Skills Required
- 5+ years of Business Analysis experience, preferably in Financial Services or Wealth Management
- Proven experience on large, cross-functional technology initiatives and stakeholder management
- Strong understanding of SDLC methodologies including Agile, Scrum, Waterfall, and hybrid models
- Proficiency in SQL, data analysis, and data mapping techniques
- Experience with Azure DevOps, TFS, ServiceNow, Splunk, and Postman
- Experience creating process flows, wireframes, prototypes, and documentation using Visio, Lucidchart, Figma, Marvel or similar
- Exceptional communication, facilitation, analytical and problem-solving skills; ability to influence stakeholders
- Experience assisting with QA and User Acceptance Testing (UAT) and validating test scenarios
- Ability to support production issue triage, root cause analysis, and occasional after-hours support
- Bachelor's degree in Computer and Information Science or High School (HS) listed as required
- Experience supporting Alternative Investments, Private Markets, Wealth Management or Investment Operations
- Experience with AI, Generative AI, Machine Learning, Intelligent Automation, or Data Analytics initiatives
- Experience gathering requirements for AI-enabled workflows, chatbots, document intelligence, or knowledge management
- Experience with vendor-based software implementations and enterprise SaaS platforms
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
