Lead Analyst Technology, Wealth Management

Job Description Summary

As part of our Wealth Management Technology team the Lead Business Analyst serves as a strategic partner to business and technology stakeholders within Global Wealth Solutions initially supporting the Annuities and Insurance Solutions platform. This role is responsible for driving the delivery of innovative scalable and efficient technology solutions that enhance advisor client and operational experiences.

The ideal candidate combines deep business analysis expertise with a strong understanding of emerging technologies including Artificial Intelligence (AI) Generative AI (GenAI) automation and data-driven decision-making. You will drive complex initiatives from requirements discovery and documentation through implementation while helping identify opportunities to leverage AI capabilities to improve business processes operational efficiency and client outcomes.

This role requires a blend of business acumen technical expertise and strategic thinking to influence outcomes and ensure alignment with organizational objectives.

Job Description

This position follows our hybrid workstyle policy: expected to be in a Raymond James office location three days per week with at least one of those days being a Monday or a Friday.

Please note: This role is not eligible for Work Visa sponsorship either currently or in the future.

Roles and Responsibilities:

Business Analysis & Delivery

• Drive the elicitation analysis documentation and management of business functional and non-functional requirements for complex technology initiatives.

• Translate business objectives and requirements into actionable requirements user stories process models and solution specifications.

• Conduct business process analysis gap assessments feasibility studies impact analyses and solution evaluations.

• Facilitate workshops stakeholder interviews and discovery sessions across business and technology teams.

• Collaborate with Product Owners Developers QA teams UX designers and business stakeholders to deliver high-quality solutions.

• Assist in QA and User Acceptance Testing (UAT) validate test scenarios and ensure delivered solutions meet business expectations.

• Develop and maintain process maps wireframes prototypes data flow diagrams and business documentation leveraging AI capabilities for the same.

• Serve as a subject matter expert (SME) for assigned business domains applications and operational processes.

• Support production issue triage root cause analysis and resolution activities including occasional after-hours support.

Preferred Qualifications

• Experience supporting Annuities and Insurance Investments Private Markets Wealth Management Advisory Platforms or Investment Operations.

• Experience with vendor-based software implementations and enterprise SaaS platforms.

• Experience with AI Generative AI Machine Learning Intelligent Automation or Data Analytics initiatives.

• Experience gathering requirements for AI-enabled workflows knowledge management solutions chatbot implementations or automation initiatives.

Required Qualifications

• 8 years of Business Analysis experience preferably within Financial Services Wealth Management Annuities and Insurance Capital Markets or enterprise technology environments.

• Proven experience working on large cross-functional technology initiatives and managing complex stakeholder relationships.

• Strong understanding of SDLC methodologies including Agile Scrum Waterfall and hybrid delivery models.

• Proven experience translating complex business needs into technical requirements user stories workflows and solution designs.

• Strong analytical problem-solving and critical-thinking skills.

• Proficiency in SQL data analysis and data mapping techniques.

• Experience with tools such as Azure DevOps TFS ServiceNow Splunk Postman and Microsoft Office Suite.

• Experience creating process flows wireframes and solution documentation using tools such as Visio Lucidchart Figma Marvel or similar platforms and use this experience to produce and validate similar outputs using AI capabilities.

• Exceptional communication and facilitation skills with the ability to engage effectively across business and technical audiences.

• Demonstrated ability to influence decision-making and drive consensus across diverse stakeholder groups.

AI & Innovation Leadership

• Help establish best practices for AI requirements management business process redesign and user adoption.

• Partner with business and technology leaders to identify opportunities for AI Generative AI intelligent automation and advanced analytics solutions.

• Help with requirements gathering to define use cases for AI-enabled products and capabilities including conversational AI workflow automation document intelligence and knowledge management solutions.

• Collaborate with Data Science Data Engineering Architecture and AI Engineering teams to translate business needs into AI solution requirements.

• Evaluate current-state processes and recommend opportunities for AI-driven process optimization and operational efficiencies.

• Stay current on emerging AI technologies industry trends and regulatory developments impacting Wealth Management and Financial Services.

Education

High School (HS) (Required)

Work Experience

General Experience - 6 to 10 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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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