Lead Business Analyst | Trading Technology

Raymond James Financial, Inc.; Saint Petersburg (FL); On-site; USD 130,000 - 180,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Lead Analyst for our Trading Technology team to shape advisor-facing trading platforms and deliver scalable solutions that elevate the advisor and client experience.

You will drive the full analysis lifecycle from discovery through implementation, blending business insight, technical depth, and leadership to influence decisions and guide teams toward strategic technology outcomes.

Qualifications

• 10+ years of business analysis experience within financial services or trading systems.
• Experience with Equities, Options, and Mutual Fund trading workflows.
• Familiarity with market structure, order life cycles, and trade processing across asset classes.
• Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies.
• Proficiency in SQL and data analysis; hands-on with TFS, Azure DevOps, ServiceNow, Splunk, and Postman.
• Wireframing/prototyping tools such as Visio and Marvel.
• Excellent communication to bridge technical and business stakeholders.
• Experience supporting vendor-based software implementations.
• Familiarity with AI-powered tools to enhance documentation and productivity.

Responsibilities

• Lead discovery, documentation, and stewardship of business and functional requirements.
• Translate goals into actionable technical requirements and user stories.
• Perform gap analyses, feasibility assessments, and impact evaluations.
• Collaborate with developers, QA, UX, and business stakeholders to deliver solutions.
• Facilitate UAT and validate test scenarios.
• Develop process flows, wireframes, prototypes, and documentation.
• Serve as SME for assigned systems and domains.
• Support production issue investigation and after-hours on rotation.
• Champion risk management, change control, and issue tracking.

Skills

Business analysis

Financial services

Trading systems

Equities trading

Options trading

Mutual funds trading

SDLC

Agile

Waterfall

Hybrid delivery

SQL

Data analysis

TFS

Azure DevOps

ServiceNow

Splunk

Postman

Wireframing

Visio

Marvel

Vendor implementations

AI tools Copilot/ChatGPT

Tools

TFS

Azure DevOps

ServiceNow

Splunk

Postman

Visio

Marvel

Job description

As a key member of our Trading Technology team, the Lead Analyst plays a pivotal role in shaping the future of our Advisor-facing trading platforms. In this role, you will partner closely with both business and technology teams to deliver innovative, scalable, and high-impact solutions that elevate the advisor and client experience.

You will drive the full analysis lifecycle—from discovery and requirements definition through solution design, validation, and implementation—ensuring every initiative is grounded in clarity, quality, and strategic alignment. This position blends business insight, technical depth, and leadership, empowering you to influence decisions, guide teams, and champion solutions that advance our organizational goals and technology vision.

Key Responsibilities

• Lead the discovery, documentation, and stewardship of business and functional requirements for high-impact, complex technology initiatives—ensuring clarity, alignment, and strategic value.

• Translate business goals into crisp, actionable technical requirements and user stories that empower teams to deliver exceptional outcomes.

• Perform gap analyses, feasibility assessments, and impact evaluations to shape intelligent, scalable solution designs and guide strategic decision-making.

• Collaborate seamlessly with cross-functional partners—developers, QA, UX, and business stakeholders—to drive successful and timely delivery of technology solutions.

• Facilitate user acceptance testing (UAT), validate test scenarios, and confirm that delivered solutions meet or exceed business expectations.

• Develop and maintain high-quality process flows, wireframes, prototypes, and technical/user documentation to support clarity and adoption.

• Serve as a trusted subject matter expert (SME) for assigned systems and business domains, becoming a go-to leader for insight and guidance.

• Support production issue investigation and resolution with urgency and ownership, including participating in after-hours support on a rotational schedule.

• Champion risk management, change control, and issue tracking best practices throughout the project lifecycle to ensure transparency and consistent execution.

Skills/Technical Experience

• 10+ years of business analysis experience within financial services, trading systems, or enterprise technology environments—demonstrating depth, versatility, and domain expertise is preferred.

• Experience with Equities, Options, and Mutual Fund trading workflows or platforms is a strong plus and will greatly accelerate success in this role.

• Familiarity with market structure, order life cycles, and trade processing across Equities, Options, and Mutual Funds is highly desirable.

• Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies, with the ability to adapt and lead across diverse project frameworks.

• Proficiency in SQL and data analysis, with hands‑on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, and Postman.

• Experience using wireframing and prototyping tools (e.g., Visio, Marvel) to visualize ideas and accelerate solution design.

• Proven ability to manage competing priorities and fluid project demands while maintaining focus, momentum, and quality.

• Exceptional communication skills, with the ability to bridge the gap between technical teams and business stakeholders with clarity and influence.

• Demonstrated success in driving alignment, influencing decisions, and building consensus across diverse teams and functions.

• Experience supporting vendor-based software implementations and enterprise-scale applications is highly valued.

• Familiarity with AI-powered tools (e.g., Copilot, ChatGPT) to enhance documentation, productivity, and innovation.