Job Description Summary

Note: This position follows a hybrid-friendly schedule, offering flexibility and collaboration. Employees are expected to work from our St. Petersburg, FL Corporate Office several days each month (typically averaging 2–3 days per week). In-office time can be scheduled flexibly throughout the month in alignment with team and business needs.

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

Job Description

As a key member of the Bank Technology Development team, the Lead Business Analyst plays an essential role in supporting Bank Technology users. This position encompasses two primary areas of responsibility. The first involves performing core Business Analyst functions, including gathering, documenting, and supporting business requirements through successful implementation. The second focuses on serving as a Business Administrator for multiple vendor-based banking applications, primarily Fiserv.

This role offers a dynamic opportunity to address a broad range of user needs while collaborating with diverse business groups across Raymond James Bank and partnering closely with IT teams. In addition, the position works directly with vendor support teams, fostering strong professional relationships and requiring a high level of communication and collaboration skills.

Responsibilities:

• Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.

• Validates test cases to ensure that scripts will evaluate the business function being performed.

• Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations.

• Provides support for application development teams including documenting business processes.

• Learns system specifications for vendor app configurations, user role and new product setup. 

• Collaborates with vendor representatives to fulfill user requests and/or document new features. 

• Translates technical concepts to business audience and business information to a technical audience.

• May take a lead role in developing estimates and implementation plans for technical solutions.

• Partners with team members to develop project schedules, reports and documentation. May be required to act as project lead on small to medium projects and/or provide direction to others on the team.

• Collaborates with vendors as needed, providing business use cases, designing technical solutions and assessing implementation options.

• Understands and applies principles in risk management, issue tracking and change management.

• Mentor and cross train other members of the team as needed.

• Performs other duties and responsibilities as assigned.

Previous Experience:

• More than five (5) years of experience as an IT Business Analyst would be preferred.

• Financial Services and/or enterprise level experience is highly preferred.  

Knowledge, Skills, and Abilities:

Knowledge of:

• Advanced knowledge issue tracking, change management and requirements gathering.

• Solid understanding of SDLC and work through various phases of it with Peers and IT Partners.

• Knowledge of Waterfall, Agile and Hybrid software development methodologies.

• Reporting knowledge from user perspective, such as creating and running reports in SSRS.

Skilled in:

• Good steward of gathering and maintaining application documentations in Wiki environment.

• Experience with gathering business requirements from ground up is required.

• Experience with SQL scripting, pulling data out of various systems, writing BRD's, etc... is required. Experience writing scripts for data manipulation.

• Experience in working with various stake holders of IT and business stakeholders at senior level is required.

• Experience with analyzing data in a complicated multi-layered application in heterogeneous environment.

• Experience with supporting enterprise level, complex applications is preferred.

• Experience and background in working with financial accounting systems would be preferred.

• Experience in working with vendor-based application software implementation and support is a plus.

Ability to:

• Ability to assume ownership and responsibility, act as a key liaison between application development and business operations is required.

• Ability to understand in-depth details of business processes, rules.  Document and communicate them effectively to various technical and non-technical partners.

• Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.

• Effective Communication: 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 strong knowledge in position-related areas; remains current with developments and trends in areas of expertise.

• Work in a team environment or project room to facilitate collaboration.

• Ability to provide system support including after hour incident handling when necessary (rotation within the support team).

Licenses/Certifications:

• None required.

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)

Work Experience

General Experience - 3 to 6 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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