Senior Wealth Tech: Business & Data Analyst

Raymond James; Saint Petersburg (FL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Benefits package (medical, dental, and

Hybrid work arrangement

Professional development opportunities

Job summary

Raymond James in Saint Petersburg, FL is seeking a Senior Technical Business & Data Analyst to translate business objectives into clear data and reporting requirements. The role partners with Product Management and IT to support analytics, data migration, and operational initiatives within wealth management.

The position emphasizes collaboration across teams, with hands-on data literacy and the potential to lead small projects. The hybrid schedule includes in-office days at the St.

Qualifications

• Knowledge of business analysis, requirements gathering, risk management, and change management.
• Familiar with SDLC and collaboration with IT across delivery phases.
• Awareness of Waterfall, Agile, and Hybrid methodologies.
• Understanding of financial services and wealth management data and processes.

Responsibilities

• Lead discovery, requirements gathering, documentation, and validation for financial and operational data and use cases.
• Analyze stakeholder information and data sources to identify trends, gaps, and opportunities and recommend actions.
• Support data migration and transformation, document source-to-target mappings, and verify data quality with technical teams.
• Serve as liaison between business operations, Product Management, and development; translate technical concepts for business audiences.
• Assist with project planning, reporting, documentation, and execution; may lead small to mid-size projects.

Skills

Business analysis

Data analysis

Stakeholder management

Requirements gathering

SQL

Data mapping

SDLC

Agile

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Computer and Information Science

High School diploma

Tools

AWS (S3, Redshift, Spark)

Kafka

Tableau/SSRS/Qlik

SQL databases

Job description

Raymond James in Saint Petersburg, FL is seeking a Senior Technical Business & Data Analyst to translate business objectives into clear data and reporting requirements. The role partners with Product Management and IT to support analytics, data migration, and operational initiatives within wealth management.

The position emphasizes collaboration across teams, with hands-on data literacy and the potential to lead small projects. The hybrid schedule includes in-office days at the St.