Job Description Summary

At Raymond James Investment Management, technology and data play a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a Salesforce Analyst with a strong interest in solving business and data challenges.
In this role, you will support digital solutions and analytics efforts, contributing to the development and optimization of platforms. You’ll collaborate with team members across business lines to help implement applications, generate data insights, and assist with automation that supports our distribution network and digital marketing initiatives. This is a hands-on, learning-focused role where you’ll gain exposure to how our sales, marketing, and management teams leverage technology and data.

Job Description

Job Summary:

At Raymond James Investment Management, technology and data play a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a Salesforce Analyst with a strong interest in solving business and data challenges.

In this role, you will support digital solutions and analytics efforts, contributing to the development and optimization of platforms. You’ll collaborate with team members across business lines to help implement applications, generate data insights, and assist with automation that supports our distribution network and digital marketing initiatives. This is a hands-on, learning-focused role where you’ll gain exposure to how our sales, marketing, and management teams leverage technology and data.

Responsibilities:

• Develop an understanding of the business structure, internal and industry data sets, operational and technical design to help build and maintain actionable solutions for sales and marketing using Salesforce Financial Services Cloud, Salesforce Maps, Data Cloud, and Marketing Cloud.

• Support data use cases helping to identify data trends and segment audiences to promote client engagement strategies through sales and marketing. Participate in go-to-market activities with sales and marketing under guidance from senior team members.

• Help prepare and present data insights to business partners. Use data visualization, Salesforce workflows, and automation tools to make insights understandable, actionable, and impactful.

• Contribute to a data-driven culture by supporting process optimization and automation efforts in collaboration with the team.

• Build partnerships across the organization by working with business partners and subject matter experts to understand needs and apply technical capabilities to improve user experience.

• Engage in continuous learning of Salesforce technologies, Tableau, and the investment management industry.

Knowledge of:

• Salesforce Financial Services & Sales Cloud, Salesforce Maps, Marketing Cloud, Data Cloud, Client Experience Cloud, Agentforce AI (experience with one or more is preferred).

Tableau and Tableau Prep, or other visualization and data blending tools.

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

• Understanding of investment management or financial services industry (preferred).

Skills in:

• Analytical thinking and problem solving.

• Clear written and verbal communication, especially when explaining to non-technical audiences.

• Ability to work independently and collaborate as part of a team.

• Curiosity and willingness to learn new tools and concepts.

• Organizational skills and attention to detail.

Ability to:

• Collaborate with cross-functional teams.

• Learn and adapt in a dynamic environment.

• Take initiative and seek out opportunities for growth.

• Support senior analysts and contribute to team success.

Educational/Previous Experience Requirements:
• Bachelor's degree in Business, Data Analytics, Information Systems, or a related field.

• One (1) to three (3) years of experience in working with Salesforce technologies, Tableau, revenue operations, or digital marketing.
• Tableau and Salesforce certifications are a plus but not required.

Education

Bachelor’s: Business Administration

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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