Lead Business Analyst, Wealth Management Technology

Raymond James-posted about 1 month ago
Full-time • Mid Level
Hybrid • Saint Petersburg, FL
5,001-10,000 employees
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This Lead Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team and with Technology Teams on solutions from inception through ongoing maintenance. Solutions range from but are not limited to topics such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems. This position will play a pivotal role in providing analysis, including data analysis, support from ideation to implementation of new technology solutions and processes, enhancement of existing technology solutions and processes, including workflow and data flow design. This position will drive project initiatives by engaging various stakeholders and leading the business and functional requirements gathering, analysis and documentation. This will include workflows, wireframes, user stories, acceptance criteria, data mapping, data flows, assistance with user testing and where applicable, processes and procedures documentation. This hybrid position will be based out of our corporate headquarters in Saint Petersburg, FL.

  • Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is required and Wealth Management domain is preferred. Experience with Agile methodology, SQL, JSON and other high level tech knowledge is required.
  • Lead cross functional work to solicit requirements towards the product definition and detailed analysis.
  • Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
  • Engage Stakeholders: Lead collaboration across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization.
  • Lead junior resources in team project based work
  • Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development.
  • Build User Stories: Translate requirements into detailed user stories in order to build and validate business scenarios or use-cases around a product and communicate them effectively to Development and SQM teams to ensure an in-line solution development.
  • Feature Prioritization: Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation and per business prioritization or value-add to end users.
  • Data-Driven Decision Making: Ability to analyze data from analysis and testing standpoint in order to make informed decisions.
  • Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives.
  • Synthesizes client/prospect account data to develop customized portfolios/asset allocation proposals in order to aid testing in lower development environments.
  • Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements.
  • Lead and influence cross-functional teams: Identifies and implements practice management opportunities by interfacing with various departments across the firm.
  • Works with User Experience / Design resources to help visualize requirements into prototype.
  • Understands and applies principles in risk management, issue tracking and change management.
  • Actively engages in available training and education programs – including firm strategic priorities, professional development and staying current on procedures.
  • Proactively participates in firm initiatives directed by local management.
  • Performs other duties and responsibilities as assigned.
  • General knowledge of SDLC, IT methodologies, and IT Procedures.
  • Issue Tracking, Change Management, Requirements gathering.
  • Agile processes.
  • Gathering and interpreting information from multiple sources (including databases, interviews, etc.).
  • Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD).
  • MS Office products.
  • Ability: Adaptable and capable of working in fast-paced environment.
  • Ability to run SQL queries in Oracle databases when needed to research / troubleshoot issue.
  • Ability to translate technical concepts to business audience and business information to a technical audience.
  • Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
  • Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
  • Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.
  • Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
  • Develop and use collaborative relationships to facilitate the accomplishment of work goals.
  • Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
  • Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.
  • Work in a team environment or project room to facilitate collaboration.
  • Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)
  • General Experience - 6 to 10 years
  • Writing intermediate to advanced SQL queries is a plus.
  • TFS experience is a plus.
  • Postman is a plus.
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