Raymond James · 2 days ago
Director, Business Intelligence
Raymond James is a financial services firm, seeking a Director of Business Intelligence to lead the transformation of the BI function within Financial Crimes Analytics. This role involves managing a team, driving cloud migration initiatives, and presenting actionable insights to support regulatory decision-making.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Develop and execute a long-term Business Intelligence (BI) and enterprise data architecture strategy aligned with the organization’s mission, vision, and business objectives, incorporating data warehousing, ETL processes, and cloud-native analytics platforms
Lead modernization of reporting and analytics infrastructure, including migration from legacy dashboards and ETL workflows to cloud-based, real-time data streaming and visualization platforms
Design and deliver automated, scalable dashboards, reports, and data pipelines using Tableau, Alteryx, and Amazon Web Services (AWS), leveraging technologies such as Redshift, and Glue for data orchestration
Manage a distributed team of BI developers and data engineers (onshore and offshore), providing coaching, technical guidance on data modeling and pipeline optimization, and professional development
Collaborate with cross-functional stakeholders to gather business and technical requirements, translating them into high-impact, data-driven insights using advanced analytics and machine learning models
Establish and maintain data governance frameworks, development standards, metadata management, documentation, and performance monitoring for BI solutions
Assess and adapt to external developments, tools, and emerging trends in data analytics, artificial intelligence, and Financial Crimes detection, including anomaly detection and predictive modeling
Lead the strategy and execution of enterprise-level reporting, including standardized templates, BI best practices, performance optimization, and integration with enterprise data lakes and data marts
Serve as a hands-on contributor, developing complex SQL and Python queries, building interactive dashboards, and automating data preparation workflows using APIs and cloud-native tools
Review code, ETL workflows, and data visualizations, providing technical guidance on data engineering best practices, coaching, and mentorship to BI and analytics staff
Qualification
Required
Bachelor's degree in Data Analytics, Computer Science, Information Systems, Business, Finance, or a related field required
10+ years of progressive experience in Business Intelligence roles
5+ years in a leadership role managing BI teams, including experience with offshore resources
Proven experience with BI modernization initiatives and cloud migration
Demonstrated success in a highly regulated environment such as financial services, with experience supporting Financial Crimes, AML, or Fraud functions strongly preferred
Develop and execute a long-term Business Intelligence (BI) and enterprise data architecture strategy aligned with the organization's mission, vision, and business objectives, incorporating data warehousing, ETL processes, and cloud-native analytics platforms
Lead modernization of reporting and analytics infrastructure, including migration from legacy dashboards and ETL workflows to cloud-based, real-time data streaming and visualization platforms
Design and deliver automated, scalable dashboards, reports, and data pipelines using Tableau, Alteryx, and Amazon Web Services (AWS), leveraging technologies such as Redshift, and Glue for data orchestration
Manage a distributed team of BI developers and data engineers (onshore and offshore), providing coaching, technical guidance on data modeling and pipeline optimization, and professional development
Collaborate with cross-functional stakeholders to gather business and technical requirements, translating them into high-impact, data-driven insights using advanced analytics and machine learning models
Establish and maintain data governance frameworks, development standards, metadata management, documentation, and performance monitoring for BI solutions
Assess and adapt to external developments, tools, and emerging trends in data analytics, artificial intelligence, and Financial Crimes detection, including anomaly detection and predictive modeling
Lead the strategy and execution of enterprise-level reporting, including standardized templates, BI best practices, performance optimization, and integration with enterprise data lakes and data marts
Serve as a hands-on contributor, developing complex SQL and Python queries, building interactive dashboards, and automating data preparation workflows using APIs and cloud-native tools
Review code, ETL workflows, and data visualizations, providing technical guidance on data engineering best practices, coaching, and mentorship to BI and analytics staff
Knowledge of Financial crime risks, including money laundering, sanctions evasion, and regulatory expectations (e.g., BSA/AML, OFAC, FATF)
Knowledge of Business Intelligence platforms and architecture, including Tableau, Alteryx and Qlik
Knowledge of Relational databases and query languages, including Oracle, SQL Server, and cloud-based databases such as Amazon Redshift and Athena
Knowledge of Data governance, metadata management, data pipeline, and quality assurance frameworks
Knowledge of Agile project management methodologies and modern analytics lifecycle practices
Skill in Leading and mentoring high-performing, geographically distributed BI teams
Skill in Designing and executing data-driven strategies and modernization initiatives
Skill in Using SQL, Pandas, Alteryx, AWS and Tableau Prep for data blending, cleansing, and automation
Skill in Building performance-optimized dashboards and reports using Tableau
Skill in Communicating complex technical concepts to non-technical stakeholders and senior executives
Skill in Creating and maintaining scalable analytics architectures across multiple data platforms
Skill in Navigating organizational change and building buy-in across functional teams
Ability to Balance strategic leadership with direct technical contribution in a fast-paced environment
Ability to Clearly articulate the relationship between analytics strategy and the broader business mission
Ability to Translate business needs into actionable data solutions that drive decisions and outcomes
Ability to Identify capability gaps, prioritize development activities, and coach others to reach their full potential
Ability to Lead cross-functional projects that span data platforms, tools, and organizational units
Ability to Anticipate challenges and opportunities in evolving business and regulatory environments
Ability to Inspire a culture of innovation, quality, accountability, and continuous improvement within the BI function
Preferred
Master's degree or MBA preferred
Financial crimes programs and regulatory requirements related to AML and Fraud (preferred)
Tableau certifications are a plus but not required
Alteryx certifications are a plus but not required
Amazon Web Service (AWS) certifications are a plus but not required
Certified Anti-Money Laundering Specialist (CAMS) or similar industry certification is a plus but not required
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
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)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Recent News
TradingView
2025-12-16
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