Senior Business Systems Analyst- Estate Solutions

This job posting is anticipated to remain open for 30 days, from 14-Aug-2026. The posting may close early due to the volume of applicants.

Join a Team That Delivers Critical Solutions with Precision, Insight, and Purpose

The Estates Solutions – Court Orders team plays a vital role in supporting customers and the organization through some of the most sensitive and complex account matters. Comprised of Estates Operations, Court Orders, Garnishment/Levy, and Estates Insights & Solutions, this team provides end-to-end expertise across routine processing, legal requests, and specialized decedent-related cases. Together, these functions ensure accurate execution, regulatory compliance, and exceptional operational support in a highly regulated environment.

We are seeking a dynamic and analytical individual who thrives on solving complex business challenges, driving operational excellence, and developing talent. In this role, you will lead day-to-day operations, guide and mentor team members, and leverage data-driven insights to improve performance and influence decision-making. You will partner with stakeholders on cross-functional initiatives while maintaining a strong focus on risk management, controls, and compliance.

What You Will Do:

• Support complex Estates processing, when needed.

• Review existing Estates processes for potential process improvement and/or abandonment.

• Lead the testing of enhancements and upgrades with responsibility for the identification, tracking of issues, and implementation of solution, as applicable.

• Create, maintain, and refine Estates process maps.

• Assist with capacity planning.

• Adopt processes for risk controls (e.g., Privacy, Business Continuity Planning, Record Information Management, Written Supervisory Procedures) and coordinate with departments to complete the applicable requirements.

• Support and provide functional leadership for multiple highly complex business processes, ensuring alignment between business needs and technical solutions.

• Promote and help enforce Business Systems Analyst best practices, standards, and methodologies within the team.

• Conduct and present business systems impact analyses, identifying systematic solutions that deliver meaningful business value.

• Develop and manage multiple complex project plans simultaneously, ensuring progress, alignment, and timely execution.

• Develop strong relationships with internal stakeholders and begin to collaborate and build consensus with associates and/or leaders from multiple divisions.

• Lead or contribute to large, complex initiatives, partnering across business and technology teams to drive delivery of new systems and capabilities.

Requirements:

• Bachelor’s degree preferred; equivalent relevant experience considered.

• 5+ years of experience in a financial services environment (or equivalent) required.

• Experience with Power BI and reporting tools (e.g., Tableau, SQL) to analyze data and utilize macros, formulas, and queries.

• Strong ability to analyze business processes, systems, data definitions, and data flows.

• Ability to proactively identify risks and design and implement effective controls to mitigate risks.

• Advanced knowledge of Business Systems Analyst principles and best practices.

• Proven experience designing process and data improvements to drive efficiency and scalability.

• Solid understanding of enterprise systems and the impacts of system changes.

• Strong problem-solving and troubleshooting skills, with appropriate escalation when needed.

• Excellent communication and stakeholder management skills, including presenting complex concepts to leaders.

• Ability to work independently and collaboratively, manage multiple priorities, and lead without direct authority.

• Ability to act as functional leader and delegate responsibilities, as needed.

• Proficient in process mapping.

• Highly proficient in Microsoft 365.

• Highly organized, works well in a fast paced, dynamic, and sometimes ambiguous environment

What Can Set Up Apart:

• Prior Estates Operations and/or Estates Service experience.

• Experience mentoring or guiding less experienced analysts.

• Working knowledge of data warehouse concepts and SharePoint.

• Series 7/Series 66 licensed.