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Raymond James’ Independent Contractor Division (ICD) supports over 3,700 financial advisors who have chosen to build their businesses in partnership with our firm. We are seeking a Senior Data Analyst to support the strategic evolution of our advisor relationship management model. This individual will play a key role in designing and implementing a robust segmentation and contact strategy that enables our field teams to proactively support advisor growth.

The ideal candidate is a strategic thinker with strong technical acumen, experience working cross-functionally, and a passion for enabling data-driven decision-making. This role will work closely with the division relationship management team, divisional leadership, business intelligence teams, and a dedicated data scientist to turn data into actionable insights and scalable engagement strategies.

Key Responsibilities:

+ Lead the design and execution of a data-driven segmentation strategy for 3,700+ financial advisors, incorporating business size, growth trajectory, advisor tenure, and behavioral patterns.

+ Develop and operationalize a multi-tiered contact strategy to guide relationship management activity based on advisor segment and business goals.

+ Build and manage dashboards, performance trackers, and advisor engagement reports using Tableau, Power BI, or similar tools.

+ Translate complex data into strategic insights for leadership presentations and field enablement tools.

+ Analyze advisor lifecycle trends (onboarding, growth, retention) and identify opportunities to enhance field effectiveness.

+ Collaborate with the data scientist to integrate predictive modeling and advanced analytics into day-to-day decision-making.

+ Serve as a data SME for the relationship management team and help drive a culture of insight-based execution.

+ Maintain high standards of data quality, accuracy, and integrity across platforms.

Qualifications:

Required:

+ Bachelor’s degree in Business Analytics, Finance, Economics, Statistics, or related field

+ 5+ years of experience in a data analyst or business intelligence role, preferably in financial services or distribution

+ Expertise in SQL and data visualization tools (e.g., Tableau, Power BI)

+ Strong knowledge of CRM systems (e.g., Salesforce), data governance, and reporting best practices

+ Ability to present complex findings in a clear, concise, and business-relevant way

+ Strong interpersonal skills; able to collaborate across functions and influence without authority

+ A client-first mindset and the ability to align analytics with field and business needs

Preferred:

+ Experience working in wealth management, asset management, or advisor-centric distribution teams

+ Exposure to segmentation models, contact strategy frameworks, or performance management tools

+ Familiarity with predictive analytics or machine learning concepts

What We Offer:

+ A high-impact, strategic role at the center of Raymond James’ advisor growth strategy

+ Close partnership with leadership and the opportunity to shape how we support our advisor network

+ A collaborative environment with strong alignment between strategy, analytics, and execution

+ Competitive compensation, full benefits, and career development opportunities