Raymond James
Lead Analyst Technology (Wealth Management)
Raymond James, St. Petersburg, Florida, United States, 33739
Overview
Lead Analyst Technology (Wealth Management) at Raymond James. The role sits in the Wealth Management Technology Team and partners with business and IT teams for the Annuities and Life Insurance Business, delivering innovative, scalable technology solutions. You will lead the end-to-end analysis process from requirements gathering and documentation to solution validation and implementation support. This position blends business acumen, technical expertise, and leadership to influence outcomes and align with organizational goals. Responsibilities
Lead the elicitation, documentation, and management of business and functional requirements for complex technology initiatives. Translate business needs into clear, actionable technical requirements and user stories. Conduct gap analyses, feasibility studies, and impact assessments to support solution design and decision-making. Collaborate with cross-functional teams including developers, QA, UX, and business stakeholders to ensure successful delivery. Facilitate user acceptance testing (UAT), validate test cases, and ensure solutions meet business expectations. Create and maintain process flows, wireframes, prototypes, and technical/user documentation. Act as a subject matter expert (SME) for assigned systems and business domains. Support production issue triage and resolution, including after-hours support on a rotational basis. Apply risk management, change control, and issue tracking best practices throughout the project lifecycle. Skills / Qualifications
6–10 years of experience in business analysis, required in financial services or enterprise technology environments. Strong understanding of SDLC, Agile, Waterfall, and hybrid methodologies. Proficiency in SQL and data analysis; experience with tools like TFS, Azure DevOps, ServiceNow, Splunk and Postman. Experience with wireframing and prototyping tools (e.g., Visio, Marvel). Demonstrated ability to manage multiple priorities and switch between projects as needed. Excellent communication skills with the ability to translate between technical and business audiences. Proven ability to influence stakeholders and drive consensus across diverse teams. Experience with vendor-based software implementations and enterprise-level applications is a plus. Familiarity with AI tools (e.g., Copilot, ChatGPT) for documentation and productivity is desirable. Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science Work Experience
General Experience - 6 to 10 years Travel
Less than 25% Workstyle
Hybrid EEO / Notice
At 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Lead Analyst Technology (Wealth Management) at Raymond James. The role sits in the Wealth Management Technology Team and partners with business and IT teams for the Annuities and Life Insurance Business, delivering innovative, scalable technology solutions. You will lead the end-to-end analysis process from requirements gathering and documentation to solution validation and implementation support. This position blends business acumen, technical expertise, and leadership to influence outcomes and align with organizational goals. Responsibilities
Lead the elicitation, documentation, and management of business and functional requirements for complex technology initiatives. Translate business needs into clear, actionable technical requirements and user stories. Conduct gap analyses, feasibility studies, and impact assessments to support solution design and decision-making. Collaborate with cross-functional teams including developers, QA, UX, and business stakeholders to ensure successful delivery. Facilitate user acceptance testing (UAT), validate test cases, and ensure solutions meet business expectations. Create and maintain process flows, wireframes, prototypes, and technical/user documentation. Act as a subject matter expert (SME) for assigned systems and business domains. Support production issue triage and resolution, including after-hours support on a rotational basis. Apply risk management, change control, and issue tracking best practices throughout the project lifecycle. Skills / Qualifications
6–10 years of experience in business analysis, required in financial services or enterprise technology environments. Strong understanding of SDLC, Agile, Waterfall, and hybrid methodologies. Proficiency in SQL and data analysis; experience with tools like TFS, Azure DevOps, ServiceNow, Splunk and Postman. Experience with wireframing and prototyping tools (e.g., Visio, Marvel). Demonstrated ability to manage multiple priorities and switch between projects as needed. Excellent communication skills with the ability to translate between technical and business audiences. Proven ability to influence stakeholders and drive consensus across diverse teams. Experience with vendor-based software implementations and enterprise-level applications is a plus. Familiarity with AI tools (e.g., Copilot, ChatGPT) for documentation and productivity is desirable. Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science Work Experience
General Experience - 6 to 10 years Travel
Less than 25% Workstyle
Hybrid EEO / Notice
At 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr