Job Description Summary
Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month in the St. Petersburg, FL Corporate Office.Job Description
Raymond James is expanding enterprise automation capabilities across IT Operations with a focus on Robotic Process Automation (RPA), UiPath, and emerging AI-driven automation technologies. The RPA Automation Intake Analyst is responsible for evaluating, qualifying, documenting, and prioritizing automation opportunities entering the enterprise automation pipeline.
This role serves as the primary intake and assessment function for new automation requests, ensuring opportunities are aligned to enterprise automation standards, technically feasible, scalable, and appropriate for RPA or AI-enabled automation solutions. The analyst partners closely with Operations teams, architects, and developers to assess process suitability, capture requirements, and support automation delivery from discovery through implementation.
The role requires strong analytical and critical-thinking skills, process analysis experience, and working knowledge of UiPath and enterprise automation technologies to determine the right automation approach while preventing inefficient or unstable processes from entering the development pipeline.
Essential Duties and Responsibilities:
Serve as the primary intake and assessment resource for automation requests.
Evaluate and qualify automation opportunities for UiPath RPA, AI/agentic automation, workflow automation, integration, or process redesign.
Conduct discovery sessions with stakeholders to understand operational processes, pain points, and automation opportunities.
Document business processes, workflows, BRDs, functional requirements, process flows, and use cases.
Assess process stability, standardization, technical feasibility, scalability, and operational readiness.
Partner with developers and solution architects to support requirements clarification, design, testing, and implementation.
Support automation governance, intake prioritization, and pipeline management activities.
Identify and prevent low-value or technically unsuitable automations from entering development.
Support continuous improvement and operational efficiency initiatives across all functions.
Maintain documentation and analysis standards aligned with enterprise SDLC and governance practices.
Education/Previous Experience:
Bachelor’s degree in Business Administration, Information Systems, Computer Science, Engineering, or related field and more than five (5) years of relevant experience in business analysis, automation, RPA, IT Operations, or enterprise technology initiatives is preferred.
Experience supporting enterprise automation programs and working with cross-functional technology teams preferred.
Knowledge, Skills, and Abilities:
Strong understanding of UiPath, RPA concepts, and emerging AI/agentic automation capabilities.
Experience assessing and qualifying automation opportunities for technical feasibility and business value.
Strong analytical, problem-solving, and critical-thinking skills.
Experience documenting business processes, workflows, BRDs, and functional specifications.
Ability to evaluate when automation, workflow, integration, or process redesign is the appropriate solution.
Experience supporting enterprise IT Operations or technology-focused initiatives.
Strong communication and stakeholder engagement skills across technical and non-technical teams.
Understanding of SDLC, Agile, Waterfall, or hybrid delivery methodologies.
Ability to support developers through requirements clarification, testing, and implementation activities.
Ability to manage multiple intake requests and priorities in a fast-paced enterprise environment.
Licenses/Certifications
None required, but one or more of the following below would be preferred:
UiPath Certified Professional Business Analyst Professional
UiPath Certified Professional Automation Developer Associate or Professional
Certified Business Analysis Professional (CBAP) or CCBA
PMI Professional in Business Analysis (PMI-PBA)
Lean Six Sigma Green Belt or higher
ITIL Foundation Certification preferred
Education
Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)Work Experience
General Experience - 3 to 6 yearsCertifications
Travel
Less than 25%Workstyle
HybridThe 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.
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