Teams at Raymond James

The Experience Analyst supports strategic initiatives across the Investment Bank by enhancing client and employee experiences through analysis, reporting, and collaboration across various functions.

Analyze financial data and trends, create business proposals, perform valuations, and support corporate transactions, ensuring accurate information for decision-making.

Manage client experience and operational workflows for a financial advisory practice. Develop strategic plans to control expenses, coordinate home office and branch processes, resolve complex client issues, support advisor training and recruiting, run prospect analyses and onboarding, plan client events, and drive business development and product sales initiatives.