Raymond James · 2 days ago
Lead Analyst Technology (Wealth Management)
St. Petersburg, FL
Full-time
Hybrid
Senior Level
6+ years expRaymond James is a financial services firm that emphasizes a people-first culture. The Lead Analyst will serve as a strategic partner to business and IT teams, focusing on delivering innovative technology solutions for the Annuities and Life Insurance Business.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
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
Qualification
Required
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
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Computer and Information Science
Preferred
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
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 Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
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