Job Description Summary
Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days are 3 days per week (including a Monday or Friday), in our St Petersburg, FL Corporate Office.
This role is not eligible for Work Visa sponsorship, either currently or in the future.
Job Description
As part of the IT Wealth Management Product Management and Technology Utilization team, the Senior Technical Business & Data Analyst partners with Product Managers, business leaders, and cross-functional delivery teams to translate business objectives into clear business, functional, and data requirements. The role combines wealth management expertise with business analysis and data literacy to support technology solutions, reporting, analytics, and operational initiatives.
The analyst evaluates current-state processes and data, supports data migration and transformation efforts, and communicates findings and recommendations to business and technology stakeholders. Strong wealth management knowledge, analytical judgment, and collaboration are central to the role. Hands-on technical skills are preferred, not required; the analyst partners with technical specialists on implementation.
Responsibilities:
- Lead discovery, requirements gathering, documentation, and validation; define business, functional, and data requirements for financial and organizational data, reporting, analytics, and operational use cases.
- Gather and interpret information from stakeholder interviews, data sources, and process reviews; analyze financial and operational data to identify trends, gaps, and opportunities and recommend actions.
- Support data migration and transformation by reviewing legacy and current-state data, documenting business definitions and source-to-target requirements, identifying data quality issues, and partnering with technical teams on mapping, validation, and resolution.
- Serve as a liaison between business operations, Product Management, and application development; explain technical concepts to business audiences and communicate business needs, insights, and requirements to delivery teams.
- Partner with team members on project planning, schedules, reports, documentation, and execution. May lead small to medium projects and provide direction to team members.
- Collaborate with User Experience and Design resources to translate requirements into prototypes.
- Apply risk management, issue tracking, and change management principles; collaborate with stakeholders to resolve issues affecting business outcomes and data readiness.
- Support testing activities and validate test cases to confirm that business functions, data requirements, and expected outcom