Bachelor's degree in Business Administration, Finance, or a related field., Proven experience in business analysis or data analysis, preferably in wealth management., Strong analytical skills with proficiency in data visualization tools and SQL., Excellent communication and stakeholder management skills..
Key responsibilities:
Lead the analysis of business requirements and translate them into functional specifications.
Collaborate with stakeholders to identify opportunities for process improvements.
Prepare and present reports on data insights to senior management.
Facilitate meetings with clients to gather requirements and provide updates on project progress.
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Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.13 trillion (as of 6/30/2022).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.