Data Driven Insights Analyst

Job Description Summary

As a Data Driven Insights Analyst, you will join a high-performing team supporting marketing agency leaders, advisor product management teams, and senior stakeholders at Raymond James. In this role, you will help interpret business needs, analyze relevant data, and translate findings into actionable insights that drive measurable business outcomes, including campaign effectiveness, operational efficiency, capacity utilization, and workflow performance.

You will define, monitor, and maintain key performance indicators (KPIs), conduct analyses using techniques ranging from summary statistics to diagnostic and predictive modeling (with guidance as needed), and create and maintain reports and dashboards that support decision-making. You will communicate findings clearly to technical and non-technical audiences, crafting compelling data-driven narratives tailored to stakeholder needs, partner with teammates and business stakeholders, and contribute to data-driven decisions that influence marketing strategy and business performance.

Job Description

Work Visa:

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

Essential Duties and Responsibilities

• Collaborate with marketing agency stakeholders and product management teams to identify, define, and solve moderately complex business problems and opportunities.
• Execute data analysis projects from inception to completion, ensuring timely delivery, adherence to project scope, and effective communication with stakeholders throughout the project lifecycle.
• Develop analyses, reports, and models to measure campaign performance, audience behavior, operational trends, and key marketing metrics.
• Define, document, and maintain KPI frameworks and metric definitions to ensure consistent, trusted reporting.
• Prepare management reports and present findings defining the problem, documenting the analysis, and recommending courses of action that drive measurable business impact (e.g., improved campaign performance, efficiency, or client outcomes).
• Analyze current systems, processes, and data sources, collaborating with marketing agency partners and product management stakeholders to develop an understanding of business operations and analytical needs.
• Ensure data used for marketing agency reporting and analysis is accurate, reliable, and appropriately documented; provide feedback to business process owners and the IT department as needed.
• Partner with data engineering and technology teams to inform data requirements, data structures, and enhancements that improve data availability and usability for analytics.
• Evaluate existing procedures and technical workflows and propose practical enhancements that improve efficiency, quality, and stakeholder service.
• Support firm-level initiatives and ad hoc requests from a variety of departments and stakeholders.

Technical and Analytical Skills

• Proficiency in Excel, SQL, Tableau, and PowerPoint, with hands-on experience using CRM and marketing campaign tools.
• Ability to build and maintain data sources and interactive Tableau dashboards with filters and moderately complex visualizations.
• Experience writing SQL queries using JOIN operations and aggregations such as COUNT, SUM, AVG, MIN, MAX, and ORDER BY.
• Working knowledge of statistical analysis, analytical methods, and data interpretation, with the ability to apply diagnostic and predictive techniques (with guidance as needed).
• Understanding of data validation practices and maintaining data accuracy, reliability, and documentation.
• Awareness of marketing data sources, campaign performance metrics, client segmentation, and relevant emerging tools and techniques, including AI- and machine learning-enabled tools, that may be adopted at Raymond James.

Business & Professional Capabilities

• Engage effectively with marketing agency stakeholders and product management teams to understand objectives, clarify requirements, and align analytical work to business needs.
• Identify and solve moderately complex business problems by analyzing trends, relationships, underlying drivers, and developing actionable recommendations.
• Translate…