Senior WealthTech Data & Business Analyst

Raymond James & Associates; Saint Petersburg (FL); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Raymond James & Associates is seeking a Senior Technical Business & Data Analyst to join the IT Wealth Management Product Management and Technology Utilization team in a hybrid setting at our St. Petersburg, FL office.

The role translates business objectives into data, reporting, and analytics requirements and collaborates with product managers and delivery teams to drive technology solutions. The ideal candidate blends wealth management knowledge with strong analytical skills, data literacy,

Qualifications

• 3–5 years in a Business Analyst or Data Analyst role is preferred
• Experience supporting legacy data analysis, data migration, or data transformation projects is strongly preferred
• Broader financial services experience is highly desired

Responsibilities

• Lead discovery, requirements gathering, documentation, and validation; define business, functional, and data requirements for financial and organizational data, reporting, analytics, and operational use cases
• Gather and interpret information from stakeholder interviews, data sources, and process reviews; analyze financial and operational data to identify trends, gaps, and opportunities and recommend actions
• Support data migration and transformation by reviewing legacy and current-state data, documenting business definitions and source-to-target requirements, identifying data quality issues, and partnering with technical teams on mapping, validation, and resolution
• Serve as a liaison between business operations, Product Management, and application development; explain technical concepts to business audiences and communicate business needs, insights, and requirements to delivery teams
• Partner with team members on project planning, schedules, reports, documentation, and execution. May lead small to medium projects and provide direction to team members
• Collaborate with User Experience and Design resources to translate requirements into prototypes
• Apply risk management, issue tracking, and change management principles; collaborate with stakeholders to resolve issues affecting business outcomes and data readiness
• Support testing activities and validate test cases to confirm that business functions, data requirements, and expected outcomes are evaluated
• Performs other duties and responsibilities as assigned

Skills

Business analysis

Requirements gathering

Data analysis

Communication

SQL

AWS

Data mapping

Data transformation

Stakeholder management

Tools

Excel

PowerPoint

Word

Visio

Access

Qlik

SSRS

Tableau

Amazon S3

Redshift

Spark

Job description

Raymond James & Associates is seeking a Senior Technical Business & Data Analyst to join the IT Wealth Management Product Management and Technology Utilization team in a hybrid setting at our St. Petersburg, FL office.

The role translates business objectives into data, reporting, and analytics requirements and collaborates with product managers and delivery teams to drive technology solutions. The ideal candidate blends wealth management knowledge with strong analytical skills, data literacy,