Lead Analyst, Wealth Management Technology

Job Description

This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.

Summary:

As part of our Wealth Management Technology Team, Lead Analyst will serve as a strategic partner to business and IT teams, driving the delivery of innovative, scalable, and efficient technology solutions. You will lead the end-to-end analysis process, from requirements gathering and documentation to solution validation and implementation support. This role requires a blend of business acumen, technical expertise, and leadership to influence outcomes and ensure alignment with organizational goals.

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.

Skills:

• 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.
• 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.

Education
Bachelor's: Business Administration, Bachelor's: 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.
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