Raymond James Financial, Inc

Senior Automation Intake Analyst (UiPath / RPA)

Raymond James Financial, Inc$85K — $110K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration, Information Systems, Computer Science, Engineering, or related field
  • 5+ years relevant experience in business analysis, automation, RPA, IT Operations, or enterprise technology
  • Strong understanding of UiPath, RPA, and emerging AI-driven automation technologies
  • Experience documenting business processes, workflows, and functional specifications
  • Strong analytical, problem-solving, and communication skills.

Responsibilities

  • Serve as primary intake and assessment resource for automation requests
  • Evaluate automation opportunities for RPA and AI-driven solutions
  • Conduct discovery sessions with stakeholders to identify pain points and automation opportunities
  • Document business processes and workflows, including BRDs and use cases
  • Assess process stability and technical feasibility for automation initiatives
  • Partner with developers on requirements clarification and implementation
  • Support automation governance and manage intake prioritization activities

Benefits

  • Medical, dental, and vision insurance
  • Life and disability benefits
  • Retirement savings plan
  • Paid time off including vacation, holidays, and sick leave
  • Parental leave options
Full Job Description
Job Description Summary
Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month in the St. Petersburg, FL Corporate Office.

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

Job Description

Raymond James is expanding enterprise automation capabilities across IT Operations with a focus on Robotic Process Automation (RPA), UiPath, and emerging AI-driven automation technologies. The RPA Automation Intake Analyst is responsible for evaluating, qualifying, documenting, and prioritizing automation opportunities entering the enterprise automation pipeline.

This role serves as the primary intake and assessment function for new automation requests, ensuring opportunities are aligned to enterprise automation standards, technically feasible, scalable, and appropriate for RPA or AI-enabled automation solutions. The analyst partners closely with Operations teams, architects, and developers to assess process suitability, capture requirements, and support automation delivery from discovery through implementation.

The role requires strong analytical and critical-thinking skills, process analysis experience, and working knowledge of UiPath and enterprise automation technologies to determine the right automation approach while preventing inefficient or unstable processes from entering the development pipeline.

Essential Duties and Responsibilities:
  • Serve as the primary intake and assessment resource for automation requests.
  • Evaluate and qualify automation opportunities for UiPath RPA, AI/agentic automation, workflow automation, integration, or process redesign.
  • Conduct discovery sessions with stakeholders to understand operational processes, pain points, and automation opportunities.
  • Document business processes, workflows, BRDs, functional requirements, process flows, and use cases.
  • Assess process stability, standardization, technical feasibility, scalability, and operational readiness.
  • Partner with developers and solution architects to support requirements clarification, design, testing, and implementation.
  • Support automation governance, intake prioritization, and pipeline management activities.
  • Identify and prevent low-value or technically unsuitable automations from entering development.
  • Support continuous improvement and operational efficiency initiatives across all functions.
  • Maintain documentation and analysis standards aligned with enterprise SDLC and governance practices.


Education/Previous Experience:
  • Bachelor's degree in Business Administration, Information Systems, Computer Science, Engineering, or related field and more than five (5) years of relevant experience in business analysis, automation, RPA, IT Operations, or enterprise technology initiatives is preferred.
  • Experience supporting enterprise automation programs and working with cross-functional technology teams preferred.


Knowledge, Skills, and Abilities:
  • Strong understanding of UiPath, RPA concepts, and emerging AI/agentic automation capabilities.
  • Experience assessing and qualifying automation opportunities for technical feasibility and business value.
  • Strong analytical, problem-solving, and critical-thinking skills.
  • Experience documenting business processes, workflows, BRDs, and functional specifications.
  • Ability to evaluate when automation, workflow, integration, or process redesign is the appropriate solution.
  • Experience supporting enterprise IT Operations or technology-focused initiatives.
  • Strong communication and stakeholder engagement skills across technical and non-technical teams.
  • Understanding of SDLC, Agile, Waterfall, or hybrid delivery methodologies.
  • Ability to support developers through requirements clarification, testing, and implementation activities.
  • Ability to manage multiple intake requests and priorities in a fast-paced enterprise environment.


Licenses/Certifications
  • None required, but one or more of the following below would be preferred:
  • UiPath Certified Professional Business Analyst Professional
  • UiPath Certified Professional Automation Developer Associate or Professional
  • Certified Business Analysis Professional (CBAP) or CCBA
  • PMI Professional in Business Analysis (PMI-PBA)
  • Lean Six Sigma Green Belt or higher
  • ITIL Foundation Certification preferred


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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