Raymond James Financial, Inc

Lead Business Analyst | Trading Technology

Raymond James Financial, Inc$108K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of business analysis experience in financial services or trading systems
  • Expertise in Equities, Options, and Mutual Fund trading workflows
  • Familiarity with market structures and order life cycles
  • Strong command of SDLC and Agile methodologies
  • Proficient in SQL and data analysis tools
  • Experience with wireframing and prototyping tools
  • Exceptional communication and consensus-building skills

Responsibilities

  • Lead the discovery and documentation of business and functional requirements
  • Translate business goals into actionable technical requirements and user stories
  • Conduct gap analyses and feasibility assessments for solution design
  • Collaborate with cross-functional teams to deliver technology solutions
  • Facilitate user acceptance testing (UAT) to meet business expectations
  • Develop and maintain process flows, wireframes, and technical documentation
  • Serve as a subject matter expert (SME) for assigned systems and business domains
  • Assist in production issue investigations and after-hours support
  • Champion risk management and change control best practices

Benefits

  • Medical, dental, and vision insurance
  • Life and accident insurance
  • Disability benefits
  • Retirement savings plans
  • Paid time off including vacation and sick leave
  • Parental leave
  • Less than 25% travel required
  • Hybrid work style
Full Job Description
Job Description Summary
Translate business requirements into detailed functional specifications that undergo business stakeholder review.

Job Description

As a key member of our Trading Technology team, the Lead Analyst plays a pivotal role in shaping the future of our Advisor-facing trading platforms. In this role, you will partner closely with both business and technology teams to deliver innovative, scalable, and high-impact solutions that elevate the advisor and client experience.

You will drive the full analysis lifecycle-from discovery and requirements definition through solution design, validation, and implementation-ensuring every initiative is grounded in clarity, quality, and strategic alignment. This position blends business insight, technical depth, and leadership, empowering you to influence decisions, guide teams, and champion solutions that advance our organizational goals and technology vision.

Key Responsibilities:
  • Lead the discovery, documentation, and stewardship of business and functional requirements for high-impact, complex technology initiatives-ensuring clarity, alignment, and strategic value.
  • Translate business goals into crisp, actionable technical requirements and user stories that empower teams to deliver exceptional outcomes.
  • Perform gap analyses, feasibility assessments, and impact evaluations to shape intelligent, scalable solution designs and guide strategic decision-making.
  • Collaborate seamlessly with cross-functional partners-developers, QA, UX, and business stakeholders-to drive successful and timely delivery of technology solutions.
  • Facilitate user acceptance testing (UAT), validate test scenarios, and confirm that delivered solutions meet or exceed business expectations.
  • Develop and maintain high-quality process flows, wireframes, prototypes, and technical/user documentation to support clarity and adoption.
  • Serve as a trusted subject matter expert (SME) for assigned systems and business domains, becoming a go-to leader for insight and guidance.
  • Support production issue investigation and resolution with urgency and ownership, including participating in after-hours support on a rotational schedule.
  • Champion risk management, change control, and issue tracking best practices throughout the project lifecycle to ensure transparency and consistent execution.


Skills/Technical Experience:
  • 10+ years of business analysis experience within financial services, trading systems, or enterprise technology environments-demonstrating depth, versatility, and domain expertise is preferred.
  • Experience with Equities, Options, and Mutual Fund trading workflows or platforms is a strong plus and will greatly accelerate success in this role.
  • Familiarity with market structure, order life cycles, and trade processing across Equities, Options, and Mutual Funds is highly desirable.
  • Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies, with the ability to adapt and lead across diverse project frameworks.
  • Proficiency in SQL and data analysis, with hands-on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, and Postman.
  • Experience using wireframing and prototyping tools (e.g., Visio, Marvel) to visualize ideas and accelerate solution design.
  • Proven ability to manage competing priorities and fluid project demands while maintaining focus, momentum, and quality.
  • Exceptional communication skills, with the ability to bridge the gap between technical teams and business stakeholders with clarity and influence.
  • Demonstrated success in driving alignment, influencing decisions, and building consensus across diverse teams and functions.
  • Experience supporting vendor-based software implementations and enterprise-scale applications is highly valued.
  • Familiarity with AI-powered tools (e.g., Copilot, ChatGPT) to enhance documentation, productivity, and innovation.


Education
Bachelor's: Business Administration, Bachelor's: Computer and Information Science, High School (HS) (Required)

Work Experience
General Experience - 3 to 6 years

Certifications

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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