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 Myrjbenefits.com.

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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