Sr Intelligence Analyst, ICD

Raymond James Financial, Inc. • Saint Petersburg, FL • 1w ago

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

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