Job Description Summary

Raymond James’ Independent Contractor Division (ICD) supports over 3,700 financial advisors who have chosen to build their businesses in partnership with our firm. We are seeking a Senior Data Analyst to support the strategic evolution of our advisor relationship management model. This individual will play a key role in designing and implementing a robust segmentation and contact strategy that enables our field teams to proactively support advisor growth.

Job Description

Raymond James’ Independent Contractor Division (ICD) supports over 3,700 financial advisors who have chosen to build their businesses in partnership with our firm. We are seeking a Senior Data Analyst to support the strategic evolution of our advisor relationship management model. This individual will play a key role in designing and implementing a robust segmentation and contact strategy that enables our field teams to proactively support advisor growth.

The ideal candidate is a strategic thinker with strong technical acumen, experience working cross-functionally, and a passion for enabling data-driven decision-making. This role will work closely with the division relationship management team, divisional leadership, business intelligence teams, and a dedicated data scientist to turn data into actionable insights and scalable engagement strategies.

Key Responsibilities:

• Lead the design and execution of a data-driven segmentation strategy for 3,700+ financial advisors, incorporating business size, growth trajectory, advisor tenure, and behavioral patterns.
• Develop and operationalize a multi-tiered contact strategy to guide relationship management activity based on advisor segment and business goals.
• Build and manage dashboards, performance trackers, and advisor engagement reports using Tableau, Power BI, or similar tools.
• Translate complex data into strategic insights for leadership presentations and field enablement tools.
• Analyze advisor lifecycle trends (onboarding, growth, retention) and identify opportunities to enhance field effectiveness.
• Collaborate with the data scientist to integrate predictive modeling and advanced analytics into day-to-day decision-making.
• Serve as a data SME for the relationship management team and help drive a culture of insight-based execution.
• Maintain high standards of data quality, accuracy, and integrity across platforms.

Qualifications:

Required:

• Bachelor’s degree in Business Analytics, Finance, Economics, Statistics, or related field
• 5+ years of experience in a data analyst or business intelligence role, preferably in financial services or distribution
• Expertise in SQL and data visualization tools (e.g., Tableau, Power BI)
• Strong knowledge of CRM systems (e.g., Salesforce), data governance, and reporting best practices
• Ability to present complex findings in a clear, concise, and business-relevant way
• Strong interpersonal skills; able to collaborate across functions and influence without authority
• A client-first mindset and the ability to align analytics with field and business needs

Preferred:

• Experience working in wealth management, asset management, or advisor-centric distribution teams
• Exposure to segmentation models, contact strategy frameworks, or performance management tools
• Familiarity with predictive analytics or machine learning concepts

What We Offer:

• A high-impact, strategic role at the center of Raymond James’ advisor growth strategy
• Close partnership with leadership and the opportunity to shape how we support our advisor network
• A collaborative environment with strong alignment between strategy, analytics, and execution
• Competitive compensation, full benefits, and career development opportunities

Education

Bachelor’s: Applied Mathematics, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science

Work Experience

General Experience - 6 to 10 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.