31 Technology jobs in Palm Harbor

This Senior Technology Trainer will work collaboratively to develop and deliver (both in-person and virtually) education on proprietary Raymond James' technology and 3rd party applications used by advisors and branch professionals. This position will work with product teams and stakeholders to develop education plans and content that:
+ Are interactive, engaging, and tailored for financial professionals.
+ Support successful implementation and adoption of technology solutions.
+ Increase operational efficiency, improve productivity and strengthen the advisor/client relationship through the use of technology.
+ Address the needs of a variety of learners from transitioning advisors and teams to experienced users.
This role requires travel (ranging from 30 - 40%) to field offices and various events to deliver presentations, classes and technology workshops. This position will follow our hybrid work model; we expect candidates to be in the office 50% of the time. Travel and time spent at conferences or branches count towards this requirement.
**Responsibilities:**
+ Establish and maintain deep knowledge of our technology platform and supported applications.
+ Conduct professional, custom, interactive virtual and in-person classes on proprietary Raymond James' Technology and 3rd party applications.
+ Model and effectively use appropriate instructional technology and adult education practices in the classroom and online.
+ As a project participant, lead or in an individual effort, conduct needs analysis, create education plans and develop education solutions for branch associates, management, advisory teams, and other audiences.
+ Create high quality, consistent and engaging education and presentation materials using a variety of software including PowerPoint and Photoshop.
+ Create instructor and classroom materials (course outlines, facilitator guides, student materials, and training aids) to provide excellent learner experience.
+ Maintain awareness of and update educational materials to reflect enhancements and new releases.
**Skills/Previous Experience:**
+ B.S. in Finance, Education, or Computer Science is preferred.
+ A minimum of 3 years of corporate learning and development experience is preferred.
+ Experience with both in-person and virtual training.
+ Experience with managing education plans.
+ Experience with content creation.
+ Experience with cross-collaborating with technology development teams on successful implementation and adoption strategies.
**Knowledge, Skills, and Abilities:**
Knowledge of:
+ Concepts, practices and procedures of instructional design and adult learning theory
+ The financial industry, products, policies and procedures.
Skills:
+ Conducting needs analyses to create educational solutions.
+ Applying adult learning principles effectively.
+ Ability to quickly learn and apply concepts.
+ Delivery of training via in-person workshops, online and/or individual consultations.
Ability to:
+ Utilize and learn complex technology in a rapidly changing environment.
+ Design and develop engaging and professional training content using instructional design principles and practices.
+ Communicate technical information to a non-technical audience.
+ Present materials effectively and confidently via multiple mediums (online, in-person, written) for large and small audiences.
+ Work independently or as a team toward achieving results; manage time appropriately to accomplish responsibilities; self-motivated to pursue solutions to complex issues.
+ Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
+ Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships.
+ Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remain current with developments and trends in areas of expertise.
+ Develop and use collaborative relationships to facilitate the accomplishment of work goals.
+ Develop and maintain strong professional relationships.
**Licenses/Certifications:**
+ SIE is required provided that an exemption or grandfathering cannot be applied.
+ Required: Series 7 or the ability to obtain within 4 months of hire date.
**Travel Required:**
+ 30-40% (field office visits, conferences and events).

**Responsibilities:**
+ Participate in the development of corporate strategy for a small local organization, applying functional expertise to test the viability of the strategy and contributing creative ideas and insights to support the strategy formation process.
+ Lead the development and implementation of strategy for an important area of responsibility within a function, anticipating complex issues, challenges, and opportunities and ensuring integration with wider functional strategy.
+ Develop tactical plans for optimizing resources and assets being managed within a significant area or department.
+ Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts.
+ Focus is on a specific smaller area of the organization, such as a sub-function or division. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
+ Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
+ Provide authoritative specialist advice to senior managers at the business unit or regional level to enable the implementation of policy, projects, and change initiatives.
+ Develop and propose annual business plans for a given area or department, ensuring alignment with strategy.
+ Recommend financial and headcount budgets; propose business targets, for example, revenues or other key performance indicators (KPIs); and schedule key activities/projects, ensuring integration with other elements of the organization.
+ Manage budget plans for a department. May involve development or delivery or both.
+ Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
+ Contribute to the definition of organization structure by recommending reporting lines, identifying interfaces between elements of the organization, and proposing roles and responsibilities, to align with the corporate structure and organization principles.
+ Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities.
+ Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
+ Identify and manage stakeholders up to and including management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
**Skills:**
+ Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
+ Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
+ Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
+ Uses expertise to act as organizational authority on strategic planning.
+ Uses expertise to act as organizational authority on developing and implementing policies.
+ Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
+ Uses comprehensive knowledge and skills to act independently while guiding and training others on making sure the organization develops and maintains the culture, values and design it needs to reach its objectives while managing structural change.
+ More than five years of development management experience, three years as a developer or architect lead and project manager.
+ Understanding of the trading lifecycle from order generation to execution for various security products and how to integrate trading components seamlessly into the trade lifecycle.
+ Skilled in Vendor Management, Project Management, Enterprise Implementation, and Application Development.
+ Financial services industry experience specifically with trading systems.

**_This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week(10-12 days a month ) at the following office location: St. Petersburg, FL._**
**Job Summary**
This role is specific to the in-house Case Manager build for Trade, Surveillance and Account reviews. In this role you are required to act as a partner with the business to facilitate and implement the most optimal technology solutions, and ensuring they meet the business and organizational needs. You will be responsible for writing system requirements that guarantee the technology solution aligns with business objectives, leveraging appropriate technical resources.
The role requires a high-level understanding of systems, industry standards, and end-user requirements. The person will need to demonstrate subject matter expertise by integrating domain knowledge with an understanding of financial services standards and practices.
In this role you are required to apply specialized business knowledge and technical skills to significant deliverables and projects involving multiple IT departments and business units, impacting the enterprise. In this role you are also expected to make judgments and recommendations based on the analysis and interpretation of data.
**Responsibilities:**
+ Create detailed business requirements for functional and non-functional capabilities.
+ Validate test cases to ensure scripts evaluate business functions.
+ Gather and interpret information from multiple sources and make recommendations.
+ Document business processes and support application development teams.
+ Translate technical concepts for business audiences and vice versa.
+ Develop estimates and implementation plans for technical solutions.
+ Collaborate on project schedules, reports, and documentation; may lead small to medium projects.
+ Visualize requirements into prototypes with User Experience/Design resources.
+ Apply principles in risk management, issue tracking, and change management.
+ Identify issues, compare data, and draw conclusions.
+ Clearly convey information through various media to engage and inform audiences.
+ Choose effective approaches for actions or solutions based on facts and constraints.
+ Demonstrate technical and professional skills; stay current with trends.
+ Develop collaborative relationships to achieve work goals.
+ Focus on client needs and maintain productive relationships.
+ Facilitate collaboration in team environments.
+ Occasionally work non-standard shifts, including nights and weekends, and/or have on-call responsibilities.
**Skills**
+ Advanced knowledge of requirements gathering, issue tracking, and change management.
+ Proficiency with Microsoft Office tools, including Excel, Visio, and Project Planner.
+ Experience with Smartsheet is a plus.
+ Intermediate experience in creating wireframes using Marvel, Visio, or similar tools.
+ Mid-level expertise in SQL for data analytics and mining.
+ Familiarity with work item management tools like TFS or JIRA.

 IT Specialist/Lead

The IT Specialist is an internal facing position within Retail Cloud Technologies (RCT), DBA Teamwork Commerce. 

The ideal candidate would have 2 – 7 years experience in the I.T. field, servicing fellow employee’s IT needs. While technical knowledge is important, communication skills to work well with internal contacts is vital, along with experience in fundamental project planning and execution.

The primary function of the IT Specialist/Lead is the internal hardware, networking and infrastructure service point providing internal technical support to employees on hardware and software setup, maintenance, and issue resolution support. The position is the primary point of support for Teamwork Commerce employees in the Clearwater, FL corporate office, U.S. remote employees, and employees in our Queretaro Mexico Office. Occasionally, due to time of day, support may be required for our employees in Ireland, United Kingdom, and China. 

The IT Specialist/Lead duties include the following, as well as any other duties which forward the purposes of those actions listed above and contained in the list below: 

Works to set up new computers, helping to purchase, update/upgrade, install RCT agreed-upon software solutions, and assist accounting in inventory management of these assets

● Quickly respond to hardware/networking/infrastructure issues at the Clearwater Office, or by phone or email with remote employees

● Assist the Cloud Services team, based in Ukraine, in any US infrastructure configuration additions or changes

● Help provide expert knowledge on “break/fix” issues relate to hardware, networking and infrastructure

● Regularly monitors the IT industry to recommend new standards for company laptops, tablets, and other devices

● Suggest improvements in Information Technology processes

● Take initiative on Information Technology advancements including recommending action, creating a project plan, and executing, or getting others to execute, on bringing the plan into existence. 

● Keep current on company physical and cyber security policies and procedures (including privacy), apply them, and report anything unusual to IT Security and Office Management

● Other related tasks that may be needed for the roles. 

Qualifications

Experience in the following is required.

- Windows and Mac laptop hardware architecture 

- Windows/Mac Operating systems, settings, and configurations

- Deploying, installing, configuring, and supporting company-based software such as Microsoft 365, Google Workspace, Slack, Chrome, 

- Premise-based Windows networking technology 

- Support of Cloud-hosted solutions with smart clients

- Organizing/Planning deployments of new software/tools/updates

- Working with a diverse team of professionals with varying levels of technical skills

- GREAT communication, attention to details and follow ups

- Make recommendations on how to improve processes

- Think forward (Be proactive) 

- Initiatives and research

- Basic MDM knowledge: MAC and Windows

- Basic network knowledge

- Take challenges

- TEAM PLAYER

- Security Awareness

- Certifications are a plus

Acts as a strategic partner to the business to facilitate and implement technology solutions that support financial and regulatory reporting. This role is responsible for writing detailed system requirements to ensure technology solutions align with business needs. It involves deep engagement in source data analysis, data mapping to the Oracle Financial Services Analytical Applications (OFSAA) and Oracle Financial Services Data Foundation (FSDF) data models. Partner with business team to gather and document functional and non-functional business requirements. Actively collaborated with business partners, technology teams and cross functional teams.
**Key Responsibilities:**
+ Develop detailed business requirements for both functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
+ Gather and interpret information from multiple sources-including databases, stakeholder interviews, and documentation-and provide actionable recommendations.
+ Help building RDM (Reg Data Mart) for regulatory data consumption.
+ Leverage experience with OFSAA and FSDF out-of-the-box solutions to trace data movement lineage from Staging to Result and Reporting layers.
+ Perform data analysis and profiling on source system data to assess quality, completeness, and consistency.
+ Write SQL queries to extract, analyze, and validate data from various databases.
+ Map key data attributes and dimensions from source systems to the OFSAA FSDF standard data model.
+ Validate test cases to ensure they accurately evaluate the intended business functions.
+ Support application development teams by documenting business processes and data flows.
+ Translate technical concepts for business stakeholders and convey business requirements to technical teams.
+ Contribute to project planning by developing estimates and implementation plans for technical solutions.
+ Collaborate with team members to create project schedules, reports, and documentation; may lead small to medium-sized projects or guide other team members.
+ Work with UX/Design teams to help visualize requirements through prototypes.
**Skills & Previous Experience:**
+ Bachelor's degree in information systems, Computer Science, Business Analytics, or a related field.
+ Minimum of seven (7) years of relevant experience as Technology Business Analyst, Systems Analyst or Data Analyst
+ Strong background in the financial services industry is highly preferred.
+ Proven experience in gathering and documenting business and system requirements using BRDs, use cases, flowcharts, and wireframes.
+ Hands-on experience in data analysis, profiling, and mapping across complex data environments.
+ Solid understanding of relational databases, data models, and ETL processes.
+ Proficiency in SQL and data profiling tools for querying and validating data.
+ Experience in documenting metadata and managing data lineage.
+ Familiarity with Oracle Financial Services Analytical Applications (OFSAA) and Financial Services Data Foundation (FSDF) data models is highly preferred.
**Licenses/Certifications:**
+ None required.

**_This position will follow our hybrid work model, we expect the selected candidate to be in office 3 days a week at one of the following office locations: St. Petersburg, FL;_**
**Responsibilities:**
- Plan and coordinate the identification and elicitation of requirements; conduct analysis of those requirements for completion and alignment; document and manage requirements throughout the life of the project; and coordinate the verification of the end deliverable. Generally done at the project level.
- Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
- Document the most complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
- Explore and develop a detailed understanding of external developments or emerging issues and evaluate their potential impact on, or usefulness to, the organization.
- Interpret the business need and identify solution recommendations to business problems at a business unit level. Lead the improvement efforts to be made that are within span of control at this level.
- Develop straightforward business cases or lead feasibility and assessment work for proposed and current projects to support the development and continuous review of business cases.
- Create and maintain technical and/or user documentation to a high standard, and back up files to ensure instant recovery if problems occur.
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team.
- Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
- Gathers and interprets information from multiple sources (including databases, interviews, etc.);
- Resolve complex analytical challenges, independently analyze information; and make recommendations based on analysis.
- Provides support for application development teams including documenting business processes.
- Build strong working relationships with teams, stakeholders, and senior management.
- Incorporate needs, wants, and goals from different business unit perspectives into project specifications.
- Translates technical concepts to a business audience and business information to a technical audience.
- Attend to detail while maintaining a big-picture orientation.
- Solve complex problems and model the business and financial impact of proposed scenarios.
- Participates in developing estimates, project schedules and implementation plans for technical solutions.
**Skills:**
- Familiarity with SDLC, IT methodologies, Agile, and Waterfall processes.
- Business analysis, data analysis, project management. - Required
- Understanding or skilled in **SQL & PL/SQL** , at an **intermediate level - Required.**
- **Product Management experience** is preferred.
- Conducting interviews with customers and subject matter experts.
- **Managing technology products** through their lifecycle.
- Motivate and influence others to achieve desired outcomes without organizational authority.
- Partner with other functional areas to accomplish objectives.
- Vendor management and project management is desirable
- Financial Services experience required.
- Minimum of **3yrs in Financial Services** domain experience required.
- Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Strong ability to works independently and provides guidance.
- Uses comprehensive knowledge and/or skills to act independently with guiding and training others on identifying, assessing, prioritizing, and managing project-related risks.
- Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.
- Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
- Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.
- Acts independently to apply comprehensive understanding of the business environment and objectives developing solutions while providing guidance and training to others.
- Works at an advanced level to conduct activities to collect, analyze, diagram (model), and report information and data flow, including state changes, to help make strategic decisions, achieve major goals, and solve complex problems.
- Typically works independently and provides guidance.
**Work Environment:**
- Ability to work in a fast-paced environment, with occasional non-standard hours including nights, weekends, and on-call responsibilities.
- Team collaboration is essential.

**_This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week at one of the following office locations: St. Petersburg, FL;_**
**Summary:**
The Enterprise Data & Analytics Analyst works as part of the Enterprise Data Team and will be responsible for developing Data Integration solutions in support of a critical data platform. The analyst plays a key role in the journey of Raymond James to develop a leading Wealth Management Platform. This position will have extensive contact with multiple application development teams and other shared services teams. The analyst will be responsible for the deliveries of the analyst team with respect to requirements and high-level design of the data domains. The position is based out of our headquarters in St. Petersburg, FL.
**Responsibilities:**
+ Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
+ Gathers and interprets information from multiple sources (including databases, interviews, etc.);
+ Resolve complex analytical challenges, independently analyze information; and make recommendations based on analysis.
+ Provides support for application development teams including documenting business processes.
+ Build strong working relationships with teams, stakeholders, and senior management.
+ Incorporate needs, wants, and goals from different business unit perspectives into project specifications.
+ Translates technical concepts to a business audience and business information to a technical audience.
+ Attend to detail while maintaining a big-picture orientation.
+ Solve complex problems and model the business and financial impact of proposed scenarios.
+ Participates in developing estimates, project schedules and implementation plans for technical solutions.
+ Interpret and apply policies and identify and recommend changes.
+ Performs other duties and responsibilities as assigned.
**Skills:**
+ **Business analysis, data analysis, project management. - Required**
+ Understanding or skilled in **SQL** , at an intermediate level.
+ Business Intelligence skills, such as the creation of Tableau, ThoughtSpot or Qlik reports is preferred.
+ Product Management experience is preferred.
+ Conducting interviews with customers and subject matter experts.
+ Managing technology products through their lifecycle.
+ Motivate and influence others to achieve desired outcomes without organizational authority.
+ Partner with other functional areas to accomplish objectives.
+ Vendor management and project management is desirable
+ Financial services experience or Equities / Investment Banking knowledge is preferred.