Raymond James
Sr Business Analyst, Wealth Management Tech
Raymond James - St. Petersburg, Florida, United States
Work at Raymond James
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Overview
Sr Business Analyst, Wealth Management Tech
Join to apply for the
Sr Business Analyst, Wealth Management Tech
role at
Raymond James Sr Business Analyst, Wealth Management Tech
Join to apply for the
Sr Business Analyst, Wealth Management Tech
role at
Raymond James Job Description Summary
Translates business requirements into detailed functional specifications that undergo business stakeholder review. Job Description Summary
Translates business requirements into detailed functional specifications that undergo business stakeholder review.
Job Description
This position will follow our hybrid work model, and will work out of the following office location: St. Petersburg, FL.
Job Summary
This Senior Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team and with Technology Teams on solutions from inception through ongoing maintenance. Solutions range from but are not limited to topics such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems. This position will play a pivotal role in providing analysis, including data analysis, support from ideation to implementation of new technology solutions and processes, enhancement of existing technology solutions and processes, including workflow and data flow design. This position will lead business and functional requirements gathering, analysis and documentation, including workflows, wireframes, user stories, acceptance criteria, data mapping, data flows, assistance with user testing and where applicable, processes and procedures documentation. This hybrid position will be based out of our corporate headquarters in Saint Petersburg, FL.
Responsibilities
Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is must and Wealth Management domain is preferred. Experience with Agile methodology, SQL, JSON and other high level tech knowledge is must. Gather Requirements: Participate in cross functional work to solicit requirements towards the product definition and detailed analysis. Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities. Engage Stakeholders: Ability to collaborate across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization. Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development. Build User Stories: Translate requirements into detailed user stories in order to build and validate business scenarios or use-cases around a product and communicate them effectively to Development and SQM teams to ensure an in-line solution development. Feature Prioritization: Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation and per business prioritization or value-add to end users. Data-Driven Decision Making: Ability to analyze data from analysis and testing standpoint in order to make informed decisions. Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives. Synthesizes client/prospect account data to develop customized portfolios/asset allocation proposals in order to aid testing in lower development environments. Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements. Lead and influence cross-functional teams: Identifies and implements practice management opportunities by interfacing with various departments across the firm. Works with User Experience / Design resources to help visualize requirements into prototype. Understands and applies principles in risk management, issue tracking and change management. Actively engages in available training and education programs including firm strategic priorities, professional development and staying current on procedures. Proactively participates in firm initiatives directed by local management. Performs other duties and responsibilities as assigned.
Skills
General knowledge of SDLC, IT methodologies, and IT Procedures. Issue Tracking, Change Management, Requirements gathering. Agile processes. Gathering and interpreting information from multiple sources (including databases, interviews, etc.). Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD). Writing intermediate to advanced SQL queries is a plus. TFS experience is a plus. Postman is a plus. MS Office products.
Ability
Adaptable and capable of working in fast-paced environment. Ability to run SQL queries in Oracle databases when needed to research / troubleshoot issue. Ability to translate technical concepts to business audience and business information to a technical audience. Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions. Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message. Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences. Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise. Develop and use collaborative relationships to facilitate the accomplishment of work goals. Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships. Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities. Work in a team environment or project room to facilitate collaboration.
Education
Bachelors: Business Administration, Bachelors: Computer and Information Science, High School (HS) (Required)
Work Experience
General Experience - 3 to 6 years
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 Business Analyst, Wealth Management Tech
role at
Raymond James Sr Business Analyst, Wealth Management Tech
Join to apply for the
Sr Business Analyst, Wealth Management Tech
role at
Raymond James Job Description Summary
Translates business requirements into detailed functional specifications that undergo business stakeholder review. Job Description Summary
Translates business requirements into detailed functional specifications that undergo business stakeholder review.
Job Description
This position will follow our hybrid work model, and will work out of the following office location: St. Petersburg, FL.
Job Summary
This Senior Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team and with Technology Teams on solutions from inception through ongoing maintenance. Solutions range from but are not limited to topics such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems. This position will play a pivotal role in providing analysis, including data analysis, support from ideation to implementation of new technology solutions and processes, enhancement of existing technology solutions and processes, including workflow and data flow design. This position will lead business and functional requirements gathering, analysis and documentation, including workflows, wireframes, user stories, acceptance criteria, data mapping, data flows, assistance with user testing and where applicable, processes and procedures documentation. This hybrid position will be based out of our corporate headquarters in Saint Petersburg, FL.
Responsibilities
Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is must and Wealth Management domain is preferred. Experience with Agile methodology, SQL, JSON and other high level tech knowledge is must. Gather Requirements: Participate in cross functional work to solicit requirements towards the product definition and detailed analysis. Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities. Engage Stakeholders: Ability to collaborate across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization. Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development. Build User Stories: Translate requirements into detailed user stories in order to build and validate business scenarios or use-cases around a product and communicate them effectively to Development and SQM teams to ensure an in-line solution development. Feature Prioritization: Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation and per business prioritization or value-add to end users. Data-Driven Decision Making: Ability to analyze data from analysis and testing standpoint in order to make informed decisions. Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives. Synthesizes client/prospect account data to develop customized portfolios/asset allocation proposals in order to aid testing in lower development environments. Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements. Lead and influence cross-functional teams: Identifies and implements practice management opportunities by interfacing with various departments across the firm. Works with User Experience / Design resources to help visualize requirements into prototype. Understands and applies principles in risk management, issue tracking and change management. Actively engages in available training and education programs including firm strategic priorities, professional development and staying current on procedures. Proactively participates in firm initiatives directed by local management. Performs other duties and responsibilities as assigned.
Skills
General knowledge of SDLC, IT methodologies, and IT Procedures. Issue Tracking, Change Management, Requirements gathering. Agile processes. Gathering and interpreting information from multiple sources (including databases, interviews, etc.). Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD). Writing intermediate to advanced SQL queries is a plus. TFS experience is a plus. Postman is a plus. MS Office products.
Ability
Adaptable and capable of working in fast-paced environment. Ability to run SQL queries in Oracle databases when needed to research / troubleshoot issue. Ability to translate technical concepts to business audience and business information to a technical audience. Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions. Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message. Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences. Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise. Develop and use collaborative relationships to facilitate the accomplishment of work goals. Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships. Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities. Work in a team environment or project room to facilitate collaboration.
Education
Bachelors: Business Administration, Bachelors: Computer and Information Science, High School (HS) (Required)
Work Experience
General Experience - 3 to 6 years
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
Research, Analyst, and Information Technology Referrals increase your chances of interviewing at Raymond James by 2x Sign in to set job alerts for Senior Business Analyst roles.
Tampa, FL $60,000.00-$110,000.00 2 weeks ago Business Analyst - Labor Market Information
Business Analyst - Workforce Development
Business Analyst - Labor Market Information
SOCOM - Business Analyst (MacDill Air Force Base, FL)
Tampa, FL $70,000.00-$110,000.00 4 weeks ago Business Sr. Analyst - C12 - Hybrid - TAMPA, FL
Business Analyst - Workforce Development
Business Analyst - Unemployment Insurance
Business Analyst - Unemployment Insurance
Tampa, FL $103,920.00-$155,880.00 2 weeks ago VP, Sr. Business/Data Analyst, Data Transformation - C13
Tampa, FL $103,920.00-$155,880.00 1 day ago Tampa, FL $100,000.00-$120,000.00 1 week ago Tampa, FL $113,840.00-$170,760.00 6 days ago AVP, Business Analytics Sr Analyst - C12 - TAMPA
Tampa, FL $87,280.00-$130,920.00 2 weeks ago Tampa, FL $130,880.00-$196,320.00 1 week ago Tampa, FL $79,120.00-$118,680.00 1 week ago Business Analytics Sr Analyst-C12 (Hybrid)
Tampa, FL $87,280.00-$130,920.00 6 days ago Tampa, FL $98,015.00-$146,400.00 5 hours ago Business Analyst / Operations and Finance
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr