Raymond James
Sr. Data Analyst, Salesforce- Hybrid- Florida Only
Raymond James, St. Petersburg, Florida, United States
Sr. Data Analyst, Salesforce- Hybrid- Florida Only
Join to apply for the
Sr. Data Analyst, Salesforce- Hybrid- Florida Only
role at
Raymond James Sr. Data Analyst, Salesforce- Hybrid- Florida Only
Join to apply for the
Sr. Data Analyst, Salesforce- Hybrid- Florida Only
role at
Raymond James Job Description Summary
At Raymond James Investment Management, data plays a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a dynamic Senior Data Analyst with a fresh perspective and a passion for tackling intricate business, data, and technical challenges. Job Description Summary
At Raymond James Investment Management, data plays a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a dynamic Senior Data Analyst with a fresh perspective and a passion for tackling intricate business, data, and technical challenges.
In this role, you will provide digital solutions and analytical expertise, demonstrating agility and leadership to generate innovative ideas and platforms. Collaborate with talented individuals across our business lines to develop and implement cutting-edge applications, data insights, and models that support our extensive distribution network and digital marketing initiatives. Lead a hands-on approach throughout the development cycle, influencing how our sales, marketing, and management teams perceive trends and insights related to our current and potential clients.
Job Description
Job Summary:
At Raymond James Investment Management, data plays a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a dynamic Senior Data Analyst with a fresh perspective and a passion for tackling intricate business, data, and technical challenges.
In this role, you will provide digital solutions and analytical expertise, demonstrating agility and leadership to generate innovative ideas and platforms. Collaborate with talented individuals across our business lines to develop and implement cutting-edge applications, data insights, and models that support our extensive distribution network and digital marketing initiatives. Lead a hands-on approach throughout the development cycle, influencing how our sales, marketing, and management teams perceive trends and insights related to our current and potential clients.
Responsibilities
Develop a solid understanding of the business structure, internal and industry data sets, operational and technical design, and the strategic direction of the organization to craft solutions and pose pertinent questions. Define use cases, identify trends, and create data models to bolster client engagement and acquisition strategies across digital marketing and various distribution channels. Collaborate on executing data models through pilots, multiple testing methodologies, benchmarking, and continuous learning to support future data projects. Craft 'data stories' and convey findings to our business partners, including senior management. Effectively communicate various data research using data visualization, workflows, and storytelling techniques to make insights understandable and actionable. Develop communications and methods for delivering actionable data insights with measurable results. Advocate for a data-driven culture and prioritize delivering value to the business by actively enhancing processes through collaboration with the team and business partners. Establish robust partnerships within the organization, consulting with business partners and subject matter experts to comprehend business needs and integrate data and analytics effectively. Apply data science capabilities to address issues, break down data silos, and connect disparate industry data sets. Continuous learning and education through Identifying new data science, mining and research tools, techniques, statistical analysis, and industry vendors.
Knowledge Of
In-Depth Knowledge of:
Data management and experience supporting a multi-channel investment management distribution network and marketing footprint leveraging Salesforce technologies. Required: development and design of the user experience in Salesforce Financial Services & Sales Cloud, Marketing Cloud, Data Cloud, Client Experience Cloud, Agentforce AI, Tableau, and Tableau Prep. Familiarity with go-to-market marketing tools such as: Seismic, LinkedIn, Sitecore, On24. Required: business intelligence and data visualization, with a preference for Tableau. Required: construction of interactive views or complex dashboards both in Salesforce and Tableau. Proficiency in languages for data management, mining, and manipulation (e.g., SQL). Competence in other statistical, predictive analysis or programming languages (e.g., Python) Industry data sources and the ability to work with complex data sets to drive meaningful insights. Understanding of investment management sales, marketing, and products.
Skill In
Excellent analytical skills with the ability to comprehend business issues and strategy. Strong written and oral communication skills. Ability to convey data stories effectively to non-technical business partners. Demonstrated ability to work independently as a self-starter, driving and contributing to success. Outstanding problem-solving and decision-making skills. Strong project management skills to organize and execute data projects efficiently. Cooperative attitude and effective interpersonal skills. Proactive, curious, creative mindset to pursue business solutions and self-learning. Strong self-organization skills.
Ability To
Interact with client facing leaders and management at all levels. Think creatively and possess an entrepreneurial mindset. Work independently and collaborate with cross-functional teams. Thrive in a dynamic, growing environment. Serve as a self-starter with high energy and attention to detail. Identify areas of opportunity and recommend change.
Education/Experience
Bachelor's degree in the specific business function of assigned functional area or related field and a minimum of three (3) to five (5) years of experience in working with Salesforce technologies, Tableau, complex data sets, analytical projects, and visualizing data. Five (5) years of Tableau and Salesforce certifications highly preferred.
~or~
Any equivalent combination of experience, education and/or training approved by Human Resources.
Education
Bachelors: Applied Mathematics, Bachelors: Artificial Intelligence and Robotics, Bachelors: Business Administration
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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.
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 firm
At 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.
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
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Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Join to apply for the
Sr. Data Analyst, Salesforce- Hybrid- Florida Only
role at
Raymond James Sr. Data Analyst, Salesforce- Hybrid- Florida Only
Join to apply for the
Sr. Data Analyst, Salesforce- Hybrid- Florida Only
role at
Raymond James Job Description Summary
At Raymond James Investment Management, data plays a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a dynamic Senior Data Analyst with a fresh perspective and a passion for tackling intricate business, data, and technical challenges. Job Description Summary
At Raymond James Investment Management, data plays a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a dynamic Senior Data Analyst with a fresh perspective and a passion for tackling intricate business, data, and technical challenges.
In this role, you will provide digital solutions and analytical expertise, demonstrating agility and leadership to generate innovative ideas and platforms. Collaborate with talented individuals across our business lines to develop and implement cutting-edge applications, data insights, and models that support our extensive distribution network and digital marketing initiatives. Lead a hands-on approach throughout the development cycle, influencing how our sales, marketing, and management teams perceive trends and insights related to our current and potential clients.
Job Description
Job Summary:
At Raymond James Investment Management, data plays a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a dynamic Senior Data Analyst with a fresh perspective and a passion for tackling intricate business, data, and technical challenges.
In this role, you will provide digital solutions and analytical expertise, demonstrating agility and leadership to generate innovative ideas and platforms. Collaborate with talented individuals across our business lines to develop and implement cutting-edge applications, data insights, and models that support our extensive distribution network and digital marketing initiatives. Lead a hands-on approach throughout the development cycle, influencing how our sales, marketing, and management teams perceive trends and insights related to our current and potential clients.
Responsibilities
Develop a solid understanding of the business structure, internal and industry data sets, operational and technical design, and the strategic direction of the organization to craft solutions and pose pertinent questions. Define use cases, identify trends, and create data models to bolster client engagement and acquisition strategies across digital marketing and various distribution channels. Collaborate on executing data models through pilots, multiple testing methodologies, benchmarking, and continuous learning to support future data projects. Craft 'data stories' and convey findings to our business partners, including senior management. Effectively communicate various data research using data visualization, workflows, and storytelling techniques to make insights understandable and actionable. Develop communications and methods for delivering actionable data insights with measurable results. Advocate for a data-driven culture and prioritize delivering value to the business by actively enhancing processes through collaboration with the team and business partners. Establish robust partnerships within the organization, consulting with business partners and subject matter experts to comprehend business needs and integrate data and analytics effectively. Apply data science capabilities to address issues, break down data silos, and connect disparate industry data sets. Continuous learning and education through Identifying new data science, mining and research tools, techniques, statistical analysis, and industry vendors.
Knowledge Of
In-Depth Knowledge of:
Data management and experience supporting a multi-channel investment management distribution network and marketing footprint leveraging Salesforce technologies. Required: development and design of the user experience in Salesforce Financial Services & Sales Cloud, Marketing Cloud, Data Cloud, Client Experience Cloud, Agentforce AI, Tableau, and Tableau Prep. Familiarity with go-to-market marketing tools such as: Seismic, LinkedIn, Sitecore, On24. Required: business intelligence and data visualization, with a preference for Tableau. Required: construction of interactive views or complex dashboards both in Salesforce and Tableau. Proficiency in languages for data management, mining, and manipulation (e.g., SQL). Competence in other statistical, predictive analysis or programming languages (e.g., Python) Industry data sources and the ability to work with complex data sets to drive meaningful insights. Understanding of investment management sales, marketing, and products.
Skill In
Excellent analytical skills with the ability to comprehend business issues and strategy. Strong written and oral communication skills. Ability to convey data stories effectively to non-technical business partners. Demonstrated ability to work independently as a self-starter, driving and contributing to success. Outstanding problem-solving and decision-making skills. Strong project management skills to organize and execute data projects efficiently. Cooperative attitude and effective interpersonal skills. Proactive, curious, creative mindset to pursue business solutions and self-learning. Strong self-organization skills.
Ability To
Interact with client facing leaders and management at all levels. Think creatively and possess an entrepreneurial mindset. Work independently and collaborate with cross-functional teams. Thrive in a dynamic, growing environment. Serve as a self-starter with high energy and attention to detail. Identify areas of opportunity and recommend change.
Education/Experience
Bachelor's degree in the specific business function of assigned functional area or related field and a minimum of three (3) to five (5) years of experience in working with Salesforce technologies, Tableau, complex data sets, analytical projects, and visualizing data. Five (5) years of Tableau and Salesforce certifications highly preferred.
~or~
Any equivalent combination of experience, education and/or training approved by Human Resources.
Education
Bachelors: Applied Mathematics, Bachelors: Artificial Intelligence and Robotics, Bachelors: Business Administration
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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.
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 firm
At 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.
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Information Technology Referrals increase your chances of interviewing at Raymond James by 2x Get notified about new Senior Data Analyst jobs in
St. Petersburg, FL . Senior Data Analyst in Market Reference Data - VP- Tampa
Tampa, FL $113,840.00-$170,760.00 1 day ago Tampa, FL $96,960.00-$145,440.00 3 days ago Enterprise Data Office Business Analyst, Assistant Vice President
Tampa, FL $87,280.00-$130,920.00 6 days ago Data Governance Foundation Sr Analyst C-12 (Hybrid)
Tampa, FL $87,280.00-$130,920.00 1 week ago Data Governance Foundation Sr Analyst - C12 (Hybrid)
Tampa, FL $87,280.00-$130,920.00 6 days ago IT Business and Data Lead Analyst - C13 - TAMPA
Tampa, FL $103,920.00-$155,880.00 6 days ago VP, Sr. Business/Data Analyst, Data Transformation - C13
Tampa, FL $103,920.00-$155,880.00 22 hours ago Data Governance Foundation Lead Analyst-C13 (Hybrid)
Tampa, FL $113,840.00-$170,760.00 5 days ago Senior IT Business Analyst with Guidewire Softwares PolicyCenter platform
AVP, Business Analytics Sr Analyst - C12 - TAMPA
Tampa, FL $87,280.00-$130,920.00 1 week ago Business Analyst - Workforce Development
Business Analyst - Unemployment Insurance
Tampa, FL $100,000.00-$120,000.00 1 week ago Business Analyst - Unemployment Insurance
Business Analyst - Workforce Development
Investigative Targeter/Organizational Mapping Specialist
Business Analyst - Labor Market Information
Investigative Targeter/Organizational Mapping Specialist
Tampa, FL $60,000.00-$110,000.00 2 weeks ago Greater Tampa Bay Area $70,000.00-$110,000.00 13 hours ago Senior-level Data Scientist (IT Architecture Specialist- Coalition Integration and Exercises) - CENTCOM
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr