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Job Description

Job Description

As part of the Insurance Solutions department and broader Global Wealth Solutions team, the Business Insights Analyst will play a pivotal role in managing product strategy, streamlining reporting frameworks, and optimizing analytics tools across all Insurance Solutions business lines. This role bridges the gap between Insurance Solutions’ business units and the technology teams, ensuring timely, accurate, and actionable data insights. In doing so, it drives process efficiency, supports strategic decision-making, and underpins Insurance Solutions broader digital transformation and data reporting initiatives. This role requires a deep understanding of data visualization, data modeling, and the ability to translate complex business requirements into effective business insight tool solutions.

Note: This position follows a hybrid schedule allowing for flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL or Troy, MI Corporate Offices.

Responsibilities:

+ Business Insights and Analytics Solutions: Design and implement business intelligence solutions using platforms such as Qlik Sense (primary) / Tableau / BI solutions, tailored to Insurance Solutions unique requirements. Create and maintain interactive dashboards and visualizations to facilitate strategic decision-making.

+ Data and Reporting Management: Manage and process incoming data and reporting requests across all Insurance Solutions business lines, ensuring timely and accurate delivery. Perform data extraction, transformation, and loading (ETL) processes. Clear existing backlogs and establish standardized reporting frameworks to support consistent business insights.

+ Collaboration and Execution: Collaborate with cross-functional technology teams to translate business reporting requirements into technical solutions. Utilize SQL Server and cloud technologies (AWS, Azure, Snowflake) for robust database management and advanced analytics.

+ Project and Process Management: Apply a hybrid approach that leverages both Agile and Waterfall methodologies to manage IT product enhancements and reporting initiatives. Drive continuous process improvement in data handling, reporting efficiency, and IT product management. Provide training and support to end-users on Qlik Sense functionalities.

+ Performs other duties and responsibilities as assigned.

Skills/ Previous Experience:

+ Minimum of five (5) or more years of experience in business intelligence analysis, reporting, or IT product management within financial services or insurance is highly preferred.

Knowledge of:

+ Business intelligence tools and technologies, including Qlik Sense, Tableau, CRM solutions, and similar platforms.

+ SQL Server, Oracle, and cloud-based data management solutions.

+ Insurance Solutions: Annuity, Life Insurance, Long-Term Care and Disability products.

+ The Software Development Life Cycle (SDLC) and modern project management methodologies.

+ Agile tools (TFS, GIT, ADO, JIRA) and best practices in data analytics, visualization, and reporting frameworks.

+ Data governance, compliance, and relevant securities and insurance industry regulations.

Skill in:

+ Advanced SQL query writing and analysis across relational databases and cloud platforms.

+ Using CRM SaaS solutions (MS 365 Dynamics, etc.) to support BI initiatives.

+ Leveraging BI/reporting platforms such as Qlik Sense, with a readiness to obtain necessary certifications.

+ Implementing Agile methodologies using tools like TFS, ADO, and JIRA.

+ Integrating IT product management with the dynamic needs of financial services and insurance solutions.

Ability to:

+ Manage large volumes of data and inbound requests efficiently across Insurance Solutions.

+ Translate complex data sets into actionable insights for strategic business decision-making.

+ Develop, standardize, and optimize reporting frameworks that meet diverse Insurance Solutions requirements.

+ Collaborate effectively with technology and development teams to ensure seamless IT execution.

+ Communicate complex technical concepts clearly to non-technical stakeholders.

+ Adapt to evolving business needs, ensuring scalability and continuous improvement in BI capabilities.

Licenses/Certifications:

+ Preferred certifications include BI /Reporting Technology, Qlik Sense, SQL, and cloud technology credentials (AWS, Azure, Snowflake), as well as CRM platform certifications such as Microsoft Dynamics or similar.

Education

Bachelor’s: Business Administration, Bachelor’s: Data Processing, High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Education

Bachelor’s: Business Administration, Bachelor’s: Computer Systems Analysis

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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.