Raymond James Financial, Inc

Lead Technical Business Analyst - PCG

Raymond James Financial, Inc • $110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Business Analysis, ideally in Financial Services or enterprise technology.
  • Expertise in managing large, cross-functional technology initiatives with complex stakeholder relationships.
  • Strong knowledge of SDLC methodologies such as Agile, Scrum, and Waterfall.
  • Skillful at converting intricate business needs into actionable technical requirements and designs.
  • Proficient in SQL and data mapping techniques for thorough data analysis.
  • Experience with tools including Azure DevOps, TFS, and various design software like Figma.
  • Exceptional communication and facilitation skills for effective engagement across teams.

Responsibilities

  • Drive elicitation, analysis, and management of complex requirements for technology projects.
  • Translate business objectives into actionable user stories, process models, and specifications.
  • Conduct comprehensive business process analyses and impact assessments.
  • Facilitate workshops and discovery sessions with stakeholders from both business and technology.
  • Collaborate with diverse teams to deliver high-quality technology solutions.
  • Assist in QA and User Acceptance Testing (UAT) to ensure solutions meet business criteria.
  • Develop and maintain various documentation including process maps and wireframes, utilizing AI capabilities.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and critical illness coverage.
  • Disability benefits and retirement savings plans.
  • Generous paid time off including vacation and holidays.
  • Parental leave and flexible work arrangements.
Full Job Description
Job Description Summary
This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 days per week in our St Petersburg, FL Corporate Office.

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Job Description

Responsibilities:
  • Drive the elicitation, analysis, documentation, and management of business, functional, and non-functional requirements for complex technology initiatives.
  • Translate business objectives and requirements into actionable requirements, user stories, process models, and solution specifications.
  • Conduct business process analysis, gap assessments, feasibility studies, impact analyses, and solution evaluations.
  • Facilitate workshops, stakeholder interviews, and discovery sessions across business and technology teams.
  • Collaborate with Product Owners, Developers, QA teams, UX designers, and business stakeholders to deliver high-quality solutions.
  • Assist in QA and User Acceptance Testing (UAT), validate test scenarios, and ensure delivered solutions meet business expectations.
  • Develop and maintain process maps, wireframes, prototypes, data flow diagrams, and business documentation, leveraging AI capabilities for the same.
  • Serve as a subject matter expert (SME) for assigned business domains, applications, and operational processes.
  • Support production issue triage, root cause analysis, and resolution activities, including occasional after-hours support.


Skills and Qualification:
  • 7+ years of Business Analysis experience, preferably within Financial Services, Wealth Management, Capital Markets, or enterprise technology environments.
  • Proven experience working on large, cross-functional technology initiatives and managing complex stakeholder relationships.
  • Strong understanding of SDLC methodologies including Agile, Scrum, Waterfall, and hybrid delivery models.
  • Proven experience translating complex business needs into technical requirements, user stories, workflows, and solution designs.
  • Strong analytical, problem-solving, and critical-thinking skills.
  • Proficiency in SQL, data analysis, and data mapping techniques.
  • Experience with tools such as Azure DevOps, TFS, ServiceNow, Splunk, Postman, and Microsoft Office Suite.
  • Experience creating process flows, wireframes, and solution documentation using tools such as Visio, Lucidchart, Figma, Marvel, or similar platforms, and use this experience to produce and validate similar outputs using AI capabilities.
  • Exceptional communication and facilitation skills with the ability to engage effectively across business, and technical audiences.
  • Demonstrated ability to influence decision-making and drive consensus across diverse stakeholder groups.


Preferred Qualifications:
  • Experience supporting CRM systems and finance driven initiatives.
  • Experience with vendor-based software implementations and enterprise SaaS platforms.
  • Experience with AI, Generative AI, Machine Learning, Intelligent Automation, or Data Analytics initiatives.
  • Experience gathering requirements for AI-enabled workflows, knowledge management solutions, chatbot implementations, or automation initiatives.


AI & Innovation Leadership:
  • Help establish best practices for AI requirements management, business process redesign, and user adoption.
  • Partner with business and technology leaders to identify opportunities for AI, Generative AI, intelligent automation, and advanced analytics solutions.
  • Help with requirements gathering to define use cases for AI-enabled products and capabilities, including conversational AI, workflow automation, document intelligence, and knowledge management solutions.
  • Collaborate with Data Science, Data Engineering, Architecture, and AI Engineering teams to translate business needs into AI solution requirements.
  • Evaluate current-state processes and recommend opportunities for AI-driven process optimization and operational efficiencies.
  • Stay current on emerging AI technologies, industry trends, and regulatory developments impacting Wealth Management and Financial Services.


Education
Bachelor's: Business Administration, Bachelor's (Required)

Work Experience
General Experience - 6 to 10 years

Certifications

Travel

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

Similar Jobs

More Jobs at Raymond James Financial, Inc

More Finance & Insurance Jobs

Find similar Lead Technical Business Analyst - PCG jobs: