R

Raymond James Financial

Wealth management, banking, and investment services

Lead Business Analyst - Technology

Full-TimeUpdated on 10/23/2026
$147k/yr
Senior
Bachelor's
St. Petersburg, FL, USA
HybridHybrid workstyle; travel less than 25%.
IT OperationsEnterprise Applications

About the job

Requirements
  • A bachelor's degree in Business Administration, Management Information Systems, Computer Information Systems, or Computer Science is required.
  • Five years of experience in an occupation involving development, information technology, or a related area is required.
  • The required experience must include financial services experience; OFSAA, including the GL Reconciliation Framework and LLFP application; FSDF; OAS reporting; Oracle SQL; AWS Redshift; ETL; understanding of ODI capabilities; the OFSAA Data Quality Framework; Master Data Management using Ab Initio; the ServiceNow change management process; Control-M scheduling; basic understanding of PeopleSoft, Financial Application Hub, OneStream, and AXIOM for data integration; formula-based Excel analysis; and work across the SDLC from requirements gathering and design through development support, SIT, user testing, and release.
Responsibilities
  • Liaise with business subject-matter experts to elaborate business requirements for regulatory reporting and credit risk management, and define business requirement documents for functional and nonfunctional requirements.
  • Define functional specifications and technical design documents that translate requirements into technology requirements.
  • Design use cases, flow charts, data flow diagrams, and dashboards to meet business requirements.
  • Analyze and profile data using Oracle SQL Developer, Microsoft SQL Server, or AWS Redshift, depending on the data source, and develop strategies to meet data-sourcing needs.
  • Define logical database design, fact and dimension table structures, reporting process metadata, and ETL processes.
  • Define system strategy, develop system requirements, design prototypes, and support technology solution implementations to integrate financial applications, including PeopleSoft, Financial Application Hub, OneStream, and AXIOM, with OFSAA as a financial data warehouse.
  • Analyze standard OFSAA business rules and functionalities, and perform fit-gap analysis against functional and nonfunctional business requirements.
  • Define data quality rules, data governance standards, and master data management processes using Ab Initio across data sourcing, processing, and reporting.
  • Analyze reporting data elements and define data mapping and data lineage documents mapping source-system attributes and dimensions to the FSDF standard data model.
  • Work with Oracle to raise service requests for custom data-attribute changes to the data model.
  • Assess current-state lineage and business rules to identify changes and customizations to standard OAS configurations that better align with reporting requirements.
  • Analyze the OFSAA GL Reconciliation Framework and configure reconciliation business rules to reconcile data between enterprise operational and general-ledger systems.
  • Analyze the standard OFSAA LLFP application and configure business metadata, data transformation, and business rules for data processing.
  • Support SIT and UAT by assessing requirements coverage in test cases, identifying and logging defects, and proposing corrective measures.
  • Partner with team members to develop project schedules, project plans, and effort estimates for projects using agile and waterfall methodologies.
  • Collaborate with technology partners to explain business requirements and support automation processes on OFSAA and OAS platforms.
  • Define user manuals for end-user applications and train business users to operate applications and functionalities effectively.

About the company

R

Raymond James Financial

View
Website

Diversified financial services provider serving individuals, corporations, and municipalities. Its services span five segments: Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other, including financial planning, investment advisory, investment banking, research, asset management, and banking and lending. The approach centers on personalized, client-centric service and long-term relationships, with advisors tailoring strategies to each client. The goal is to help clients achieve financial objectives through customized guidance and a broad range of financial solutions.

Company Size

N/A

Company Stage

IPO

Headquarters

Saint Petersburg, Florida

Founded

1962

Get referred to Raymond James Financial

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Q3 fiscal 2026 revenue reached $3.93 billion, up 16% year over year.
  • Domestic net new assets hit $21.7 billion in Q3 2026.
  • Nearly 450 advisors earned Private Wealth Advisor designation by September 2026.

What critics are saying

  • Recruiting and retention spending hit $111 million in Q2 2026, pressuring margins.
  • SEC reopened Raymond James Financial Services Advisors sanctions on August 12, 2026.
  • LPL's Commonwealth conversion through 2026 intensifies advisor poaching and platform commoditization.

What makes Raymond James Financial unique

  • Client-first recruiting and independence keep thousands of advisors at Raymond James.
  • Private Wealth Guided Portfolios blend alternatives with public assets for affluent clients.
  • September 2026 hires from Jefferies expanded consumer retail and leveraged finance coverage.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Hybrid Work Options
  • Professional Development Budget

Company News

PR Newswire
Oct 27th, 2026
Jennifer Sharp joins Signature Wealth in Greenville, leaving Osaic for Raymond James

Signature Wealth Group, an independent firm of wealth advisors registered with Raymond James Financial Services, has hired Jennifer Sharp as senior wealth advisor in its Greenville, South Carolina office. Her practice, previously affiliated with Osaic Wealth, now operates as Signature Wealth Strategies. The move gives Sharp's clients access to an in-house certified public accountant and a concierge support team, plus Raymond James research. She continues to manage client portfolios directly. Sharp began her career in 2007 and bought her father's practice in 2013, renaming it Sharp Financial Services. She moved it to Greenville in 2019 and serves clients nationwide, with a focus on women and widows. Signature Wealth manages more than $2.8 billion in assets across 16 branches in South Carolina, North Carolina, and Kentucky.

Yahoo Finance
Oct 16th, 2026
Janney opens Houston office with $3.5B advisor team from Raymond James

Janney Montgomery Scott is opening a Houston office, seeded by a team of financial advisors from rival Raymond James. The Edward Fitzpatrick Group, led by Sean Fitzpatrick and James "Jim" Edwards, spent about 23 years at Raymond James and managed $3.3 billion in client assets. Advisor Lance Murphy, who oversaw more than $200 million at the firm, is also joining. "Leadership is accessible, people took the time to understand our business, and that level of partnership was important to us," Fitzpatrick said. Philadelphia-based Janney has about 900 advisors and nearly $200 billion in assets. Raymond James has about 8,900 advisors and $1.92 trillion. The office extends Janney's push into Texas, which began in 2025 with a Dallas office. In August, it also added a Wells Fargo team in Chicago.

Security Today
Oct 16th, 2026
SIA honors John Mack III with George R. Lippert Memorial Award for industry service.

SIA honors John Mack III with George R. Lippert Memorial Award for industry service. The Raymond James executive will be honored at Securing New Ground for his work supporting security industry initiatives. * By Chelsey Arries * Oct 16, 2026 The Security Industry Association (SIA) has selected John E. Mack III for its 2026 George R. Lippert Memorial Award, recognizing his years of involvement in the association and security industry. Mack, a managing director who co-leads security and safety investment banking at Raymond James, will receive the award during the association's Securing New Ground conference in New York, Oct. 20-21. According to SIA, Mack proposed its endowment program and served as its chair. His association roles have also included board membership, an Executive Committee position and service as treasurer. The endowment has supported workforce development, school security, startups and programs for women and veterans working in security. Before joining Raymond James, Mack held investment banking leadership positions at Imperial Capital and founded USBX. He also served as CEO of Protection One. Named for an industry volunteer, the annual award recognizes sustained contributions, leadership and professional integrity. Chelsey Arries is assistant editor of Security Today, Campus Security Today, Occupational Health & Safety and Environmental Protection Online.

Wealth Management
Oct 16th, 2026
Janney adds $3.5B houston-based team from Raymond James.

Janney adds $3.5B houston-based team from Raymond James. Janney furthers its expansion into Texas by adding a team of Houston-based advisors departing Raymond James. Alex Ortolani, Senior Reporter, Wealth Management October 16, 2026 Want a quick summary? Janney Montgomery Scott is opening a new Houston office, seeded by financial advisors previously with competitor Raymond James. The Edward Fitzpatrick Group, led by managing directors and investment leads Sean Fitzpatrick and James "Jim" Edwards, had been with Raymond James for about 23 years, during which it had amassed $3.3 billion in client assets under management, according to BrokerCheck and the announcement. The team also includes Financial Advisor Christin Simon and Vice President of Investments and Senior Registered Private Client Associate Allison Spinelli. Financial Advisor Lance Murphy will also be leaving Raymond James to join the team; he had been overseeing more than $200 million in client assets at the firm. "After carefully evaluating the platforms, cultures and capabilities available to us, Janney stood out for the combination of personal attention and sophisticated resources," Fitzpatrick said in a statement. "Leadership is accessible, people took the time to understand our business, and that level of partnership was important to us as we considered what would be best for our team and our clients over the long term." The team will be with a much smaller parent in terms of advisor headcount and assets than Raymond James. Janney reports about 900 financial advisors with nearly $200 billion in assets under advisement. Raymond James most recently reported that it has about 8,900 advisors overseeing $1.92 trillion. The Houston location will build on Philadelphia-based Janney's push into Texas, which began in 2025 with the opening of a Dallas office. "Texas presents tremendous opportunity for Janney, and opening an office in Houston with this group of experienced advisors gives us an outstanding foundation in the market," Frank Amigo, Gulf regional director for Janney, said in a statement. "They bring deep experience, strong client relationships and established practices that align extremely well with Janney." Texas is not the only state Janney is seeking to expand into. In August, it announced a Wells Fargo team had joined in Chicago, another region that Janney said it is targeting for recruitment. Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Family Wealth Report
Oct 15th, 2026
Who's moving where in wealth Management? - Carson Group, Raymond James.

Who's moving where in wealth Management? - Carson Group, Raymond James. Editorial Staff October 15, 2026 The latest senior wealth management moves, appointments and personnel changes in the North American sector. Carson Group Carson Group, a wealth advisory firm, has appointed Matt Humphrey as divisional president of its integrated advisor channel and a member of Carson's executive leadership team. Humphrey will lead Carson Wealth's W-2 advisor channel. A graduate of the United States Military Academy at West Point, Humphrey spent eight years as an Army aviation officer, leading teams around the world. After earning his MBA in finance and strategy from Vanderbilt University's Owen Graduate School of Management, he moved into financial services as a private wealth advisor at Goldman Sachs. Most recently, Humphrey served as executive vice president and head of wealth and investment management at United Bank and CEO of United Brokerage Services, leading more than 100 financial professionals who oversaw more than $12 billion in assets under supervision. Raymond James Raymond James has brought in financial advisors Nathaniel "Nate" Langley, Paige Rossi, and Stephen Groover to Raymond James Financial Services (RJFS), the firm's independent advisor channel. The team has arrived from Commonwealth Financial Network, where it managed more than $350 million in client assets. Operating as GFS Advisory in Braselton, Georgia, with an additional office in Alpharetta, the advisors provide financial planning and investment guidance to families, individuals, and small-business owners.