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Raymond James · 1 day ago

Senior Product and Business Analyst, Business Enablement, RCS

St. Petersburg, FL

Full-time

Hybrid

Senior Level

5+ years exp

Raymond James is part of the RIA & Custody Services (RCS) division, and they are seeking a Senior Product and Business Analyst to develop, implement, and deliver client-facing solutions. This role focuses on enhancing the advisor's desktop experience by collaborating with internal users and financial advisors to identify and address pain points, while also leading project schedules and user training.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Work hands-on with internal users and financial advisors to understand pain points

Gather requirements through interviews, observations, surveys, and workshops

Facilitate brainstorming sessions to identify opportunities for improvement of the advisor’s experience

Capture and analyze data to identify efficiency opportunities

Define and document detailed functional (e.g., business processes, rules) and non-functional (e.g. data, security) business requirements

Partners with team members to develop project schedules, reports and documentation and may be required to act as project lead

Facilitate and participate in user testing to ensure solutions meet requirements from a functional, design, and user experience perspective

Lead in preparing and delivering user training for process solutions

Provide ongoing support for implemented solutions, including maintenance and enhancements

Performs other duties and responsibilities as assigned

Qualification

Requirements AnalysisData AnalysisBusiness ProcessesProject ManagementTechnology SystemsChange ManagementClient ExperienceMicrosoft OfficeCreative Problem SolvingCommunication Skills

Required

College degree in computer and information science, finance, or business-related field

At least 5 years of work in wealth management, preferably with direct experience in building technology platforms and products and services commonly offered to independent registered investment advisors and introducing broker dealers

Work hands-on with internal users and financial advisors to understand pain points

Gather requirements through interviews, observations, surveys, and workshops

Facilitate brainstorming sessions to identify opportunities for improvement of the advisor's experience

Capture and analyze data to identify efficiency opportunities

Define and document detailed functional (e.g., business processes, rules) and non-functional (e.g. data, security) business requirements

Partners with team members to develop project schedules, reports and documentation and may be required to act as project lead

Facilitate and participate in user testing to ensure solutions meet requirements from a functional, design, and user experience perspective

Lead in preparing and delivering user training for process solutions

Provide ongoing support for implemented solutions, including maintenance and enhancements

Knowledge of fundamental practices and procedures used by custodians and clearing firms

Knowledge of products, processes, and business structure of independent registered investment advisors and introducing broker dealers

Familiarity with 'a day in the life of an advisor.'

Understanding of core business functions, workflows, and operational models across finance, operations, customer service, and/or product development

Knowledge of requirement-gathering methods such as interviews, workshops, user stories, and process mapping

Familiarity with project planning and budgeting, project lifecycles (waterfall, agile, hybrid), sprint processes, and stakeholder engagement

Understanding of data structures, KPIs, reporting frameworks, and analytical techniques to support decision-making

General understanding of enterprise systems in larger enterprises and how they integrate through APIs, ETL, or middleware

Knowledge of change readiness, adoption strategies, and communication planning

Awareness of industry-specific regulations and standards that influence business processes

Core business competencies such as finance, management, accounting, operations, and marketing

Eliciting and documenting business requirements from a broad set of stakeholders involving complex systems and system integrations

Leading cross-functional workshops and creating client journey maps

Enhancing processes to improve client experience and drive operational efficiency

Creative problem solving to meet client needs while managing business scale and risk

Test planning, documenting acceptance criteria, and running end-to-end validation

Developing instructional and procedural documentation/presentations

Preparing various reports, summaries, surveys and written recommendations

Strong verbal and written communication skills

Microsoft Office suite (including Visio)

Manage engagements with internal and external clients to gather scope and requirements

Translate advisor pain points into measurable improvements

Have a general understanding of policy, procedures and processes of the organization while maintaining a big picture orientation

Work independently to perform gap analysis between current and future state processes

Take personal ownership of issues, following through to issue resolution

Actively and effectively communicate technical and business aspects of work efforts to team members and other stakeholders

Mentor other analysts when necessary

Effectively organize and prioritize all tasks and responsibilities

Participate in team projects and activities

Demonstrate flexibility in accepting and adapting to change

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)