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Job Summary:

At Raymond James Investment Management, data plays a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a dynamic Senior Data Analyst with a fresh perspective and a passion for tackling intricate business, data, and technical challenges.

In this role, you will provide digital solutions and analytical expertise, demonstrating agility and leadership to generate innovative ideas and platforms. Collaborate with talented individuals across our business lines to develop and implement cutting-edge applications, data insights, and automation that supports our extensive distribution network and digital marketing initiatives. Lead a hands-on approach throughout the development cycle, influencing how our sales, marketing, and management teams perceive trends, understand insights, and go to market related to our current and potential clients.

Responsibilities:

• Develop a solid understanding of the business structure, internal and industry data sets, operational and technical design, go-to-market strategy, and the strategic direction of the organization to craft actionable solutions for sales and marketing.

• Define use cases, identify trends, and create data models to bolster client engagement and acquisition strategies across digital marketing and various distribution channels. Collaborate on executing go-to-market activities through pilots, multiple testing methodologies, benchmarking, and continuous learning to support future data projects.

• Craft 'data stories' and present to our business partners, including senior management. Effectively communicate various data research using data visualization, workflows, automation, and storytelling techniques to make insights understandable and, most importantly, actionable. Develop automation leveraging Salesforce to deliver actionable data insights and measure results.

• Advocate for a ‘data-driven’ culture and prioritize delivering value to the business by actively enhancing processes and automation through collaboration with the team and business partners.

• Establish robust partnerships within the organization, consulting with business partners and subject matter experts to comprehend business needs and leverage data and technology effectively. Apply technical capabilities to address issues, develop automation, and enhance user experience.

• Continuous learning and education of Salesforce technologies, Tableau, and investment management industry partners.

Knowledge of:

• Data management and experience supporting a multi-channel investment management distribution network and marketing footprint leveraging Salesforce technologies.

• Required: development and design of the user experience in Salesforce Financial Services & Sales Cloud, Marketing Cloud, Data Cloud, Client Experience Cloud, Agentforce AI, Tableau, and Tableau Prep.

• Familiarity with go-to-market marketing tools such as: Seismic, LinkedIn, Sitecore, On24.

• Required: business intelligence and data visualization, with a preference for Tableau.

• Required: construction of interactive views or complex dashboards both in Salesforce and Tableau.

• Proficiency in languages for data management, mining, and manipulation (e.g., SQL).

• Competence in other statistical, predictive analysis or programming languages (e.g., Python)

• Industry data sources and the ability to work with complex data sets to drive meaningful insights.

• Understanding of investment management sales, marketing, and products.

Skill in:

• Excellent analytical skills with the ability to comprehend business issues and strategy.

• Strong written and oral communication skills. Ability to convey data stories effectively to non-technical business partners.

• Demonstrated ability to work independently as a self-starter, driving and contributing to success.

• Outstanding problem-solving and decision-making skills.

• Strong project management skills to organize and execute data projects efficiently.

• Cooperative attitude and effective interpersonal skills.

• Proactive, curious, creative mindset to pursue business solutions and self-learning.

• Strong self-organization skills.

Ability to:

• Interact with client facing leaders and management at all levels.

• Think creatively and possess an entrepreneurial mindset.

• Work independently and collaborate with cross-functional teams.

• Thrive in a dynamic, growing environment.

• Serve as a self-starter with high energy and attention to detail.

• Identify areas of opportunity and recommend change.

Education/Previous Experience Requirements:

Bachelor's degree in the specific business function of assigned functional area or related field and a minimum of three (3) to five (5) years of experience in working with Salesforce technologies, Tableau, complex data sets, analytical projects, and visualizing data. Five (5) years of Tableau and Salesforce certifications highly preferred.

~or~

• Any equivalent combination of experience, education and/or training approved by Human Resources.