Raymond James · 1 week ago
Senior Business & Data Analyst – Wealth Management
St. Petersburg, FL
Full-time
Hybrid
Mid, Senior Level
3+ years expRaymond James is a financial services company that focuses on providing innovative technology solutions to the Private Client Group. The Senior Business & Data Analyst – Wealth Management will bridge business needs and data insights, partnering with various stakeholders to define requirements that support successful outcomes in wealth management.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
Responsibilities
Lead business analysis activities, including discovery, requirements gathering, documentation, and validation
Partner with business stakeholders to understand goals, challenges, and data needs, and analyze financial and operational data to identify trends, gaps, and opportunities
Define and document business and data requirements that support reporting, analytics, and operational use cases
Support data migration efforts by reviewing current-state data, identifying inconsistencies, and helping align existing data sources to future-state business needs
Communicate insights, findings, and recommendations clearly to both business and delivery teams
Collaborate with project team members to support planning, documentation, execution, and testing activities
Apply sound judgment related to risk management, change management, and issue resolution
Perform additional responsibilities in support of departmental and organizational objectives
Qualification
Required
3–5 years of experience in a Business Analyst or Data Analyst role, preferably within financial services
Demonstrated experience in business analysis, data analysis, and requirements gathering
Wealth Management experience is required
Bachelor's: Business Administration, Bachelor's: Computer and Information Science, High School (HS) (Required)
Strong understanding of financial services, including wealth management products, processes, and data
Ability to translate business needs into clear, actionable requirements
Strong data literacy, including the ability to analyze, interpret, and validate data
Ability to explain complex information in a clear, business-focused manner
Strong written and verbal communication skills
Proficiency with Microsoft Office tools (Excel, PowerPoint, Word, Visio)
Ability to serve as a key liaison between business teams, product partners, and delivery groups
Ability to think analytically and make sound recommendations based on data and business needs
Ability to manage multiple priorities while maintaining attention to detail and quality
Preferred
Experience supporting data migration or data transformation efforts is strongly preferred
Broad financial services experience is highly desired
Experience working closely with business stakeholders at various levels
Experience reviewing legacy or historical data and supporting data readiness activities
Experience working with reporting, analytics, or data tools is a plus, but hands-on technical expertise is not required
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
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