Lead Business Analyst, Wealth Management Technology

**_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.