Senior Product and Business Analyst, Business Enablement, RCS

Job Description SummaryJob DescriptionJob SummaryAs part of the RIA & Custody Services (RCS) division, the Senior Product and Business Analyst plays a key role in developing, implementing, and delivering client product and technology solutions. This role supports our core business strategy by identifying and implementing solutions to gain efficiency in targeted processes. Working under limited supervision and with a high level of autonomy, this individual will contribute to all phases of process re-engineering projects, bringing an innovative spirit and analytical mind to complex systems and business problems. Extensive contact with internal customers at all levels and advisors is expected to identify, research, and resolve problems.Essential Duties and ResponsibilitiesWork hands-on with internal teams and advisors to understand business processesGather process information through interviews, observations, surveys, and workshopsFacilitate brainstorming sessions to identify opportunities for improvementModel business processes in appropriate business analysis toolsCapture and analyze process data to identify efficiency opportunitiesPropose recommendations for process improvement by leveraging principles from Lean and Six SigmaConduct feasibility studies and document findings to complete cost-benefit analysis on proposed process enhancementsDefines and documents detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g. data, security) capabilities for desired process solutionsPartners with team members to develop project schedules, reports and documentation. May be required to act as project leadFacilitate and participate in user testing to ensure process solutions meet requirements from a functional, design, and user experience perspectiveLead in preparing and delivering user training for process solutionsProvide ongoing support for implemented solutions, including maintenance and enhancementsPerforms other duties and responsibilities as assignedKnowledge, Skills, and AbilitiesFundamental concepts, practices and procedures of process improvement analysisFundamental concepts, practices and procedures of business process management (BPM)Basic functionality and purpose of Business Process Management Suites (BPMS) and how they are appliedProject planning, budgeting, and implementationFundamental practices and procedures used by custodians and clearing firmsProducts, processes, and business structure of independent registered investment advisors and introducing broker dealersCore business competencies such as finance, management, accounting, operations, and marketingSkill inEnhancing processes to improve client experience and drive operational efficiencyCreative problem solving to meet client needs while managing business scale and riskBusiness Analysis tools: Microsoft Office suite (including Visio)Modeling processes using BPMNEliciting business requirements from a broad set of stakeholders involving complex systems and system integrationsPerforming gap analysis between current and future statesTranslating process objectives to an implementable process modelDeveloping instructional and procedural documentation/presentationsPreparing various reports, summaries, surveys and written recommendationsStrong verbal and written communication skillsAbility toHave a general understanding of policy, procedures and processes of the organization while maintaining a big picture orientationGather information, identify linkages and trends, and proactively apply findings to drive business improvements, scale, and efficiencyAnalyze a business function and derive a set of requirements to satisfy project goalsWork independently to perform gap analysis between current and future state processesTake personal ownership of issues, following through to issue resolutionActively and effectively communicate technical and business aspects of work efforts to team members and other stakeholdersMentor other analysts when necessaryEffectively organize and prioritize all tasks and responsibilitiesParticipate in team projects and activitiesDemonstrate flexibility in accepting and adapting to changeEducational/Previous Experience RequirementsCollege degree in computer and information science, finance, or business-related field.At least 6 years of work on wealth management with direct experience in building technology platforms and products and services commonly offered to independent registered investment advisors and introducing broker dealers.More than 5 years of experience working in IT projects with preference for experience in financial services.Licenses/CertificationsNoneEducationBachelor's: Business Administration, Bachelor's: Computer and Information Science, Bachelor's: Management Information SystemsWork ExperienceGeneral Experience - 6 to 10 yearsCertificationsTravelLess than 25%WorkstyleHybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:•Grow professionally and inspire others to do the same•Work with and through others to achieve desired outcomes•Make prompt, pragmatic choices and act with the client in mind•Take ownership and hold themselves and others accountable for delivering results that matter•Contribute to the continuous evolution of the firmAt Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-JM1