What are the responsibilities and job description for the AI Business Enablement Analyst position at Raymond James Financial Inc?
Job Description Summary
The AI Business Enablement Analyst supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through skills and prompts and emerging agent-based tools. This role blends technical curiosity with practical application and deep financial services knowledge, contributing to prompt engineering, solution development, and user support while maintaining best practices and documentation. The individual partners with stakeholders to deliver training, troubleshoot issues, and enhance user experience, while also evaluating technology trends and vendors to drive innovation and business value.
Job Description
Responsibilities
This role will directly support the Investment Bank and Capital Markets & Advisory function and its use of generative AI, including GPTs and future agent-based solutions.
Support the design, development, testing, and ongoing improvement of GPTs, AI-powered workflows, and (over time) agent-based solutions
Assist with prompt engineering, prompt optimization, and documentation of effective prompting patterns and use cases
Help maintain standards, best practices, and internal documentation related to AI tools, automation, and innovation platforms
Provide hands-on support to internal users, helping troubleshoot issues and improve overall user experience with AI-enabled tools
Design and deliver role-specific training to investment bankers and finance professionals
Contribute to short- and long-term innovation roadmaps through research, analysis, and execution support
Analyze technology trends, tools, and vendor offerings to identify opportunities for experimentation or business value
Generate insights and recommendations that help improve internal technology offerings and identify areas for growth
Assist with data analysis and reporting related to innovation initiatives, pilots, and outcomes
Create and maintain presentation materials, including PowerPoint decks, charts, and visuals for leadership and stakeholder updates
Facilitate meetings with internal teams and external vendors; capture notes, actions, and follow-ups
Draft concise summaries, reports, or briefing materials on technology topics, vendors, or pilot results
Contribute ideas and perspectives to brainstorming sessions and innovation ideation efforts
Skills
The ideal candidate is curious and excited about applying emerging technologies-especially generative AI-to real business problems.
1-4 years of experience in finance, technology, software, digital innovation, or related roles (investment banking or capital markets exposure a plus, but not required)
Strong interest in generative AI, automation, and modern software platforms (e.g., LLMs, GPTs, agents, APIs, low-code/no-code tools)
Proficiency in data analysis using advanced Excel (e.g., pivot tables, XLOOKUP/VLOOKUP, conditional logic) to support reporting, pilot measurement, and business case development
Experience supporting or managing vendors, including coordination around licenses, contracts, or service delivery
Working knowledge of project and program management fundamentals
Ability to operate effectively in a fast-paced, evolving environment and adapt quickly as priorities and technologies change
Demonstrated ability to think creatively and encourage new approaches or ways of working
Strong written communication skills, with the ability to explain technical or complex concepts clearly and concisely
Comfortable creating and interpreting charts, diagrams, tables, and other data visualizations
Genuine interest in following technology trends, innovation research, and emerging tools
Excellent verbal communication and collaboration skills
High attention to detail with the ability to manage multiple workstreams simultaneously
Team-oriented mindset with the ability to work across technical and non-technical stakeholders
What success looks like
High-value AI use cases are moved from idea to pilot to scaled adoption.
Solutions are deployed with clear testing, documentation, and governance controls.
Banker adoption increases and workflows show measurable improvement in speed, quality, or user experience.
The team develops reusable assets and a repeatable operating model rather than one-off prompts.
Education
Bachelor's degree in finance, computer science, engineering, information systems, data science, economics, or a related field, or equivalent practical experience.
Work Experience
General Experience - 1 to 6 years
Education
Bachelor's (Required)
Work Experience
Certifications
Salary Range
$65,000.00-$125,000.00
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
The AI Business Enablement Analyst supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through skills and prompts and emerging agent-based tools. This role blends technical curiosity with practical application and deep financial services knowledge, contributing to prompt engineering, solution development, and user support while maintaining best practices and documentation. The individual partners with stakeholders to deliver training, troubleshoot issues, and enhance user experience, while also evaluating technology trends and vendors to drive innovation and business value.
Job Description
Responsibilities
This role will directly support the Investment Bank and Capital Markets & Advisory function and its use of generative AI, including GPTs and future agent-based solutions.
Support the design, development, testing, and ongoing improvement of GPTs, AI-powered workflows, and (over time) agent-based solutions
Assist with prompt engineering, prompt optimization, and documentation of effective prompting patterns and use cases
Help maintain standards, best practices, and internal documentation related to AI tools, automation, and innovation platforms
Provide hands-on support to internal users, helping troubleshoot issues and improve overall user experience with AI-enabled tools
Design and deliver role-specific training to investment bankers and finance professionals
Contribute to short- and long-term innovation roadmaps through research, analysis, and execution support
Analyze technology trends, tools, and vendor offerings to identify opportunities for experimentation or business value
Generate insights and recommendations that help improve internal technology offerings and identify areas for growth
Assist with data analysis and reporting related to innovation initiatives, pilots, and outcomes
Create and maintain presentation materials, including PowerPoint decks, charts, and visuals for leadership and stakeholder updates
Facilitate meetings with internal teams and external vendors; capture notes, actions, and follow-ups
Draft concise summaries, reports, or briefing materials on technology topics, vendors, or pilot results
Contribute ideas and perspectives to brainstorming sessions and innovation ideation efforts
Skills
The ideal candidate is curious and excited about applying emerging technologies-especially generative AI-to real business problems.
1-4 years of experience in finance, technology, software, digital innovation, or related roles (investment banking or capital markets exposure a plus, but not required)
Strong interest in generative AI, automation, and modern software platforms (e.g., LLMs, GPTs, agents, APIs, low-code/no-code tools)
Proficiency in data analysis using advanced Excel (e.g., pivot tables, XLOOKUP/VLOOKUP, conditional logic) to support reporting, pilot measurement, and business case development
Experience supporting or managing vendors, including coordination around licenses, contracts, or service delivery
Working knowledge of project and program management fundamentals
Ability to operate effectively in a fast-paced, evolving environment and adapt quickly as priorities and technologies change
Demonstrated ability to think creatively and encourage new approaches or ways of working
Strong written communication skills, with the ability to explain technical or complex concepts clearly and concisely
Comfortable creating and interpreting charts, diagrams, tables, and other data visualizations
Genuine interest in following technology trends, innovation research, and emerging tools
Excellent verbal communication and collaboration skills
High attention to detail with the ability to manage multiple workstreams simultaneously
Team-oriented mindset with the ability to work across technical and non-technical stakeholders
What success looks like
High-value AI use cases are moved from idea to pilot to scaled adoption.
Solutions are deployed with clear testing, documentation, and governance controls.
Banker adoption increases and workflows show measurable improvement in speed, quality, or user experience.
The team develops reusable assets and a repeatable operating model rather than one-off prompts.
Education
Bachelor's degree in finance, computer science, engineering, information systems, data science, economics, or a related field, or equivalent practical experience.
Work Experience
General Experience - 1 to 6 years
Education
Bachelor's (Required)
Work Experience
Certifications
Salary Range
$65,000.00-$125,000.00
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
Salary : $65,000 - $125,000