Raymond James Financial, Inc

AI Business Enablement Analyst

Raymond James Financial, Inc • $65K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, computer science, engineering, or related field
  • 1-4 years of experience in finance, technology, or digital innovation
  • Strong interest in generative AI and automation tools
  • Proficiency in advanced Excel for data analysis
  • Working knowledge of project and program management fundamentals
  • Ability to communicate complex technical concepts clearly
  • High attention to detail and ability to manage multiple projects.

Responsibilities

  • Support the investment bank in adopting generative AI
  • Design and develop AI-powered workflows and tools
  • Assist with prompt engineering and optimization documentation
  • Maintain best practices and internal documentation for AI
  • Provide user support and training for AI-enabled tools
  • Conduct research to shape innovation roadmaps
  • Analyze technology trends to identify business opportunities.

Benefits

  • Medical, dental, and vision coverage
  • Life insurance and disability benefits
  • Retirement savings plan
  • Paid time off including vacation and sick leave
  • Parental leave eligibility
  • Potential for discretionary bonuses and commissions
Full Job Description
Job Description Summary
The AI Business Enablement Analyst supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through skills and prompts and emerging agent-based tools. This role blends technical curiosity with practical application and deep financial services knowledge, contributing to prompt engineering, solution development, and user support while maintaining best practices and documentation. The individual partners with stakeholders to deliver training, troubleshoot issues, and enhance user experience, while also evaluating technology trends and vendors to drive innovation and business value.

Job Description

Responsibilities
• This role will directly support the Investment Bank and Capital Markets & Advisory function and its use of generative AI, including GPTs and future agent-based solutions.
• Support the design, development, testing, and ongoing improvement of GPTs, AI-powered workflows, and (over time) agent-based solutions
• Assist with prompt engineering, prompt optimization, and documentation of effective prompting patterns and use cases
• Help maintain standards, best practices, and internal documentation related to AI tools, automation, and innovation platforms
• Provide hands-on support to internal users, helping troubleshoot issues and improve overall user experience with AI-enabled tools
• Design and deliver role-specific training to investment bankers and finance professionals
• Contribute to short- and long-term innovation roadmaps through research, analysis, and execution support
• Analyze technology trends, tools, and vendor offerings to identify opportunities for experimentation or business value
• Generate insights and recommendations that help improve internal technology offerings and identify areas for growth
• Assist with data analysis and reporting related to innovation initiatives, pilots, and outcomes
• Create and maintain presentation materials, including PowerPoint decks, charts, and visuals for leadership and stakeholder updates
• Facilitate meetings with internal teams and external vendors; capture notes, actions, and follow-ups
• Draft concise summaries, reports, or briefing materials on technology topics, vendors, or pilot results
• Contribute ideas and perspectives to brainstorming sessions and innovation ideation efforts

Skills
• The ideal candidate is curious and excited about applying emerging technologies-especially generative AI-to real business problems.
• 1-4 years of experience in finance, technology, software, digital innovation, or related roles (investment banking or capital markets exposure a plus, but not required)
• Strong interest in generative AI, automation, and modern software platforms (e.g., LLMs, GPTs, agents, APIs, low-code/no-code tools)
• Proficiency in data analysis using advanced Excel (e.g., pivot tables, XLOOKUP/VLOOKUP, conditional logic) to support reporting, pilot measurement, and business case development
• Experience supporting or managing vendors, including coordination around licenses, contracts, or service delivery
• Working knowledge of project and program management fundamentals
• Ability to operate effectively in a fast-paced, evolving environment and adapt quickly as priorities and technologies change
• Demonstrated ability to think creatively and encourage new approaches or ways of working
• Strong written communication skills, with the ability to explain technical or complex concepts clearly and concisely
• Comfortable creating and interpreting charts, diagrams, tables, and other data visualizations
• Genuine interest in following technology trends, innovation research, and emerging tools
• Excellent verbal communication and collaboration skills
• High attention to detail with the ability to manage multiple workstreams simultaneously
• Team-oriented mindset with the ability to work across technical and non-technical stakeholders

What success looks like
• High-value AI use cases are moved from idea to pilot to scaled adoption.
• Solutions are deployed with clear testing, documentation, and governance controls.
• Banker adoption increases and workflows show measurable improvement in speed, quality, or user experience.
• The team develops reusable assets and a repeatable operating model rather than one-off prompts.

Education
• Bachelor's degree in finance, computer science, engineering, information systems, data science, economics, or a related field, or equivalent practical experience.

Work Experience
• General Experience - 1 to 6 years

Education
Bachelor's (Required)

Work Experience

Certifications

Salary Range
$65,000.00-$125,000.00

Travel
Less than 25%

Workstyle
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. This position is eligible for a benefits package that may include 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); and 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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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