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Lead Business Analyst, Wealth Management…
- Raymond James Financial, Inc. (St. Petersburg, FL)
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_This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month._
_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._
Responsibilities:
+ Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is required and Wealth Management domain is preferred.
+ Experience with Agile methodology, SQL, JSON and other high level tech knowledge is required.
+ Lead cross functional work to solicit requirements towards the product definition and detailed analysis. Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
+ Engage Stakeholders: Lead collaboration across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization.
+ Lead junior resources in team project based work
+ Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development.
+ Build User Stories: Translate requirements into detailed user stories in order to build and validate business scenarios or use-cases around a product and communicate them effectively to Development and SQM teams to ensure an in-line solution development.
+ Feature Prioritization: Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation and per business prioritization or value-add to end users.
+ Data-Driven Decision Making: Ability to analyze data from analysis and testing standpoint in order to make informed decisions.
+ Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives.
+ Synthesizes client/prospect account data to develop customized portfolios/asset allocation proposals in order to aid testing in lower development environments.
+ Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements.
+ Lead and influence cross-functional teams: Identifies and implements practice management opportunities by interfacing with various departments across the firm.
+ Works with User Experience / Design resources to help visualize requirements into prototype.
+ Understands and applies principles in risk management, issue tracking and change management.
+ Actively engages in available training and education programs – including firm strategic priorities, professional development and staying current on procedures.
+ Proactively participates in firm initiatives directed by local management.
+ Performs other duties and responsibilities as assigned.
Skills:
+ General knowledge of SDLC, IT methodologies, and IT Procedures.
+ Issue Tracking, Change Management, Requirements gathering.
+ Agile processes.
+ Gathering and interpreting information from multiple sources (including databases, interviews, etc.).
+ Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD).
+ Writing intermediate to advanced SQL queries is a plus.
+ TFS experience is a plus.
+ Postman is a plus.
+ MS Office products.
Ability:
+ Adaptable and capable of working in fast-paced environment.
+ Ability to run SQL queries in Oracle databases when needed to research / troubleshoot issue.
+ Ability to translate technical concepts to business audience and business information to a technical audience.
+ Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
+ 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 satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
+ Develop and use collaborative relationships to facilitate the accomplishment of work goals.
+ Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
+ Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.
+ Work in a team environment or project room to facilitate collaboration.
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