Lead Technical Business Analyst - PCG

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James & Associates, Inc. seeks an experienced Business Analyst for a hybrid role in St. Petersburg, FL.

You will elicit and analyze requirements, translate them into actionable user stories, and drive solution design across product, Dev, QA, and UX teams. The role requires 7+ years of BA experience in financial services, with strong SQL, data mapping, and experience with Azure DevOps, ServiceNow, and AI-enabled workflows.

Qualifications

• 7+ years in Business Analysis within financial services or related tech environments.
• Experience on large cross-functional initiatives with complex stakeholders.
• Strong SDLC knowledge across Agile, Scrum, Waterfall, and hybrid models.
• Ability to translate business needs into technical requirements and user stories.
• Proficient SQL, data analysis, and data mapping techniques.
• Experience with Azure DevOps, ServiceNow, Splunk, Postman, and MS Office.
• Familiarity with process mapping and design tools (Visio, Lucidchart, Figma, Marvel).
• Excellent communication and facilitation across business and technical teams.

Responsibilities

• Drive elicitation, analysis, documentation, and management of requirements for complex tech initiatives.
• Translate objectives into actionable requirements, user stories, and solution specs.
• Conduct process analyses, gap assessments, feasibility studies, and solution evaluations.
• Facilitate workshops and interviews with stakeholders across teams.
• Collaborate with Product Owners, Developers, QA, UX, and business stakeholders to deliver solutions.
• Assist in QA/UAT, validate test scenarios, ensure solutions meet expectations.
• Create process maps, wireframes, data flow diagrams, and docs; leverage AI where appropriate.
• Serve as SME for assigned domains and applications; support production triage and after-hours issues.

Skills

7+ years experience

SDLC knowledge

Agile/Scrum/Waterfall

Requirements translation

SQL & data analysis

Data mapping

Azure DevOps / TFS

ServiceNow / Splunk

Postman / Office Suite

Visio / Lucidchart / Figma / Marvel

Excellent communication

stakeholder facilitation

Education

Bachelor’s: Business Administration

Tools

Azure DevOps

TFS

ServiceNow

Splunk

Postman

Visio

Lucidchart

Figma

Marvel

Job description

Job Description Summary

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 days per week 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

• 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.

Skills and Qualification

• 7+ 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.

Preferred Qualifications

• Experience supporting CRM systems and finance driven initiatives.
• 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.

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: Business Administration, Bachelor’s (Required)
• Work Experience General Experience - 6 to 10 years

Travel

Hybrid

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.

Benefits

• 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)
• 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.

Company Culture

• 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

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm.

Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.