Raymond James Financial, Inc

Experience Team Analyst I (New York or St. Petersburg)

Raymond James Financial, Inc • $70K — $105K *
Chicago, IL 60629In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Business or related field
  • 2-3 years of experience in management or technology consulting, investment banking, or corporate strategy
  • Experience with internal consulting and business transformation preferred
  • Strong analytical skills with proficiency in data visualization and reporting tools
  • Ability to collaborate effectively in a fast-paced, matrixed organization

Responsibilities

  • Support execution of initiatives to enhance client and employee experience
  • Develop strategic presentations and executive materials
  • Conduct qualitative and quantitative analysis to identify improvement opportunities
  • Collaborate with senior management and functional leaders to deliver business solutions
  • Coordinate problem-solving with cross-disciplinary teams to implement scalable solutions
  • Participate in business process improvement initiatives involving automation or digital tools
  • Support technology-related efforts for AI adoption

Benefits

  • Medical, dental, and vision insurance
  • Life and critical illness insurance
  • Disability benefits
  • Retirement savings
  • Paid time off including vacation, holidays, and sick leave
  • Parental leave
Full Job Description
Job Description Summary
The Experience Analyst leverages background and business acumen to support strategic, operational, and experience-focused initiatives across the Investment Bank. This role operates as a part of an internal consulting team, collaborating with business leaders and internal partners (including HR, Technology, Marketing, and Operations) to identify opportunities, drive execution, and enable sustainable change. The analyst role will support employee and client experience strategies that improve efficiency, streamline operations, and enhance engagement.

Key responsibilities include analyzing business processes, supporting technology enablement and AI adoption efforts, managing reporting and dashboards, developing leadership materials, and driving process improvement initiatives. The analyst also plays a key role in change management - helping teams adopt new tools, processes, and ways of working to ensure long-term impact. This is a project-based role suited for individuals with experience in consulting, investment banking, business analysis, or technology strategy.

Job Description

Essential Duties and Responsibilities:
  • Support the execution of cross-functional initiatives to enhance client and employee experience, including those related to operations, technology, and digital enablement.
  • Develop and iterate strategic presentations and executive-level materials that communicate findings, progress, and recommendations.
  • Conduct qualitative and quantitative analysis and reporting to identify improvement opportunities and support strategic decisions.
  • Collaborate with Investment Banking senior management and functional leaders across HR, Technology, Marking, and Operations to deliver business solutions
  • Coordinate problem-solving efforts with cross-disciplinary teams to address organizational inefficiencies and implement scalable solutions
  • Build and maintain partnerships within and across business functions to assess existing practices, identify opportunities and develop plans to enhance and maintain exceptional employee and client experience.
  • Participate in business process improvement initiatives, including those involving automation or digital tooling.
  • Support AI and technology-related efforts, including evaluation, adoption, and integration of tools that enable employee productivity and client engagement.
  • Perform other duties and responsibilities as assigned and needed.


Knowledge of
  • Concepts, principles, and practices of Investment Banking & Capital Markets.
  • Financial markets and products preferred.
  • Technology and AI tools
  • Problem-solving and operational improvement frameworks and change management techniques


Skill in
  • Analytical and data-driven abilities. Proficiency in data visualization or reporting tools (e.g., Tableau, Power BI, Excel, SQL, Qlik) preferred.
  • Organizing problems and workflows.
  • Attention to detail in all areas of work products.
  • Problem solving skills and the ability to think independently.
  • Deliver high standards of quality and evaluate products, services, and own performance against those standards.
  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
  • Strong communication skills and ability to work well within a team.


Ability to
  • Structure and communicate complex ideas, both orally and in writing, to senior stakeholders.
  • Balance conflicting resource and priority demands.
  • Collaborate across functional areas in a fast-paced, matrixed organization.
  • Establish and maintain effective working relationships at all levels of the organization.
  • Organize and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
  • Interpret and apply policies and identify and recommend changes as appropriate.
  • Work independently as well as collaboratively within a team environment.
  • Identify required tasks, develop timelines and execute.
  • Project a positive, professional image both internal and with external business contacts.
  • Convey information clearly and effectively through both formal and informal documents.


Education/Previous Experience
  • Bachelor's Degree (B.A.) in Finance, Accounting, Business or a related field
  • Two (2) to three (3) years of professional experience in management or technology consulting, investment banking, corporate strategy, or a technology-driven business role. Experience in internal consulting, business transformation, or cross-functional project environments preferred.
  • OR ~
  • Any equivalent combination of experience, education, and/or training approved by Human Resources.


Travel Required: Yes, up to 15 % of the time. Travel may include periodic trips for team offsites or cross-functional collaboration efforts.

Education
Bachelor's (Required)

Work Experience
General Experience - 13 months to 3 years

Certifications

Salary Range
$70,000.00-$105,000.00

Travel
Less than 25%

Workstyle
Resident

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
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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