Lead Analyst Technology; Wealth Management

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Job Description Summary

As part of our Wealth Management Technology Team, Lead Analyst will serve as a strategic partner to business and IT teams for the Annuities and Life Insurance Business, 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.

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.

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

• 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.

• 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 Dev Ops, Service Now, Splunk and Postman.
• Experience with wire framing 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.

Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Computer and Information Science

General Experience - 6 to 10 years

(None listed)

Less than 25%

Hybrid

Mid-Senior level

Full-time

Finance and Sales

• 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 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.

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.