Senior Wealth Tech Data & Business Analyst

Raymond James; Saint Petersburg (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Retirement savings

Paid time off

Job summary

Raymond James is seeking a Senior Technical Business & Data Analyst in St. Petersburg, FL. The role partners with Product Managers and cross-functional teams to translate business objectives into data, reporting, and analytics requirements, leveraging wealth-management knowledge.

The analyst supports data migration and transformation, validating findings and communicating insights to business and technology stakeholders. Strong data literacy and collaborative skills are essential.

Qualifications

• Experience translating business objectives into clear requirements for data, reporting, and analytics.
• Knowledge of wealth management data, products, and regulatory considerations is highly desirable.
• Experience supporting data migration, transformation, and reconciliation across systems.

Responsibilities

• Lead discovery, requirements gathering, and validation for data, reporting, and analytics use cases.
• Analyze stakeholder interviews and data sources to identify trends, gaps, and opportunities.
• Support data migration by documenting source-to-target mappings and data quality issues.
• Serve as liaison between business operations, Product Management, and IT delivery teams.
• Collaborate with UX/Design to translate needs into prototypes and mockups.

Skills

Business analysis

Data analysis

Requirements gathering

SQL

AWS

Data lake

Tableau

Stakeholder communication

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Computer and Information Science

Tools

SQL

AWS

Amazon S3

Redshift

Spark

Tableau

Qlik

SSRS

Job description

Raymond James is seeking a Senior Technical Business & Data Analyst in St. Petersburg, FL. The role partners with Product Managers and cross-functional teams to translate business objectives into data, reporting, and analytics requirements, leveraging wealth-management knowledge.

The analyst supports data migration and transformation, validating findings and communicating insights to business and technology stakeholders. Strong data literacy and collaborative skills are essential.