Senior WealthTech Analyst & AI-Driven Solutions Lead

Raymond James Financial, Inc.; Town of Florida (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Raymond James Financial, Inc. in Saint Petersburg, FL, seeks a Lead Analyst in Technology for Wealth Management.

You will drive requirements for complex tech initiatives, shaping AI-enabled workflows and data-driven processes to improve advisor, client, and operations experiences. The role emphasizes collaboration across Product Owners, Developers, QA, UX, and business stakeholders, with hybrid workstyle and exposure to AI, automation, and analytics in support of Annuities and Insurance

Qualifications

• 8+ years of Business Analysis experience, preferably in Financial Services/Wealth Management.
• Proven experience with large cross-functional technology initiatives and stakeholder management.
• Strong understanding of SDLC methodologies (Agile, Scrum, Waterfall, hybrid).
• Proven ability to translate complex business needs into technical requirements, user stories, workflows, and designs.
• Strong analytical, problem-solving, and communication skills.
• Proficiency in SQL, data analysis, and data mapping techniques.
• Experience with tools such as Azure DevOps, TFS, ServiceNow, Splunk, Postman, and Microsoft Office.

Responsibilities

• Drive elicitation, analysis, documentation, and management of requirements for complex technology initiatives.
• Translate objectives into actionable requirements, user stories, process models, and solutions.
• Facilitate workshops and discovery sessions across business and technology teams.
• Collaborate with Product Owners, Developers, QA, UX, and stakeholders to deliver solutions.
• Assist in QA and User Acceptance Testing (UAT) and validate test scenarios.
• Develop process maps, wireframes, data flow diagrams, and docs, leveraging AI where possible.
• Serve as SME for assigned domains and support production issue triage.

Skills

Business Analysis

Stakeholder Management

Analytical Thinking

Communication

Education

High School

Tools

Azure DevOps

TFS

ServiceNow

Splunk

Postman

Microsoft Office

Job description

Raymond James Financial, Inc. in Saint Petersburg, FL, seeks a Lead Analyst in Technology for Wealth Management.

You will drive requirements for complex tech initiatives, shaping AI-enabled workflows and data-driven processes to improve advisor, client, and operations experiences. The role emphasizes collaboration across Product Owners, Developers, QA, UX, and business stakeholders, with hybrid workstyle and exposure to AI, automation, and analytics in support of Annuities and Insurance