Raymond James · 12 hours ago
Senior Advisor, Associate Experience
Raymond James is a financial services firm that is seeking a Senior Advisor, Associate Experience to enhance the associate experience through advanced analytics and survey design. This role involves managing survey platforms, delivering actionable insights, and ensuring data integrity to support enterprise-level decisions.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Influence the design, development, and refinement of enterprise‑wide surveys, including item‑writing, scaling, experimental design, and methodology recommendations
Guide and mentor the team on best‑practice measurement methods, ensuring strong survey design, sound statistical techniques, and consistent application of validated research practices
Manage survey platforms (Perceptyx, Qualtrics experience a plus) to ensure accurate configurations, sampling, workflow logic, and data capture
Deliver key enterprise initiatives that shape the associate experience by analyzing data trends and producing clear, actionable insights that support strategic decision‑making
Conduct research and synthesize primary data, benchmarks, and emerging trends to inform measurement evolution
Partner with HR business partner teams to understand client needs and recommend and implement organizational effectiveness solutions
Identify business needs, document requirements, and advise on build‑versus‑buy decisions for measurement and analytics solutions
Conduct advanced analyses, including predictive modeling, driver analysis, segmentation, and longitudinal trend evaluation using tools such as SPSS, Tableau, and Prism
Translate complex analytics into clear, actionable insights through compelling data storytelling and visualization (e.g., Tableau dashboards)
Support machine learning initiatives through data preparation, feature engineering, and statistical validation
Serve as the Measurement team’s main contact for data governance, quality assurance, and integration to IT and Analytics partners
Ensure data integrity, consistency, and timely delivery across all measurement pipelines and reporting systems
Recommend improvements to data systems, workflows, and analytics platforms that enhance accuracy, automation, and insight generation
Qualification
Required
Master's Degree in Industrial/Organizational Psychology or related field plus five years of related experience OR Any equivalent combination of experience, education, and/or training approved by Human Resources
Experience operating within cross‑functional teams (IT, Analytics, HR)
Background in organizational research, employee experience, or enterprise measurement
Demonstrated success improving data quality, governance, or analytics platforms
Proficiency with SPSS (advanced statistical analysis)
Strong Tableau, Prism or similar visualization tool experience
Knowledge of survey methodology, psychometrics, item‑writing, and applied statistical techniques
Ability to acquire, organize, protect, and process large, complex datasets
Strong capability to analyze trends, identify insights, and produce decision‑supporting recommendations
Clear articulation of business requirements aligned to user needs and organizational strategy
Exceptional data storytelling and communication skills for executive‑level reporting
Ability to partner effectively with associates in Human Resources and other areas of the business
Ability to facilitate meetings, ensuring that all viewpoints, ideas and challenges are addressed
Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Ability to communicate effectively, both orally and in writing
Ability to work independently as well as collaboratively within a team environment
Ability to establish and maintain effective working relationships at all levels of the organization
Preferred
Experience with Qualtrics and Perceptyx experience preferred
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Recent News
Private Banker International
2026-01-17
2026-01-16
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