Lead Analyst Technology (Wealth Management)

Raymond James • Saint Petersburg, FL

8d • Hybrid

About The Position

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. 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.

Requirements

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

Nice To Haves

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees