About The Position

As a Business Systems Analyst II supporting the Wealth Planning & Onboarding Portfolio (WPO), you will help provide financial products supporting more than 19,000 branch office locations across the United States and Canada. In this independent practitioner role, you will use your understanding of products, processes, workflows, and data to act as a liaison between business stakeholders and digital delivery teams. You will define requirements, evaluate solutions, identify risks and dependencies, maintain stakeholder alignment, and support delivery of digital solutions that drive business value.

Requirements

  • Bachelor's degree and 3 or more years of experience in business analysis, systems analysis, or a related field, or an equivalent combination of education and experience.
  • Experience serving as a liaison between business partners and technology delivery teams.
  • Experience translating complex business and system needs into clear requirements, user stories, and actionable solutions.
  • Experience facilitating stakeholder discussions, requirements workshops, and Agile ceremonies.
  • Ability to analyze business processes, identify gaps and opportunities, and recommend practical solutions.
  • Familiarity with requirements management and work-tracking tools such as Jira, Aha!, Azure DevOps, or similar platforms.
  • Strong analytical, communication, organization, and stakeholder management skills.

Responsibilities

  • Serve as a primary liaison between business and digital teams, establishing a shared understanding of business needs, requirements, and desired outcomes.
  • Gather, analyze, and document business and system requirements, acceptance criteria, and business rules as clear, actionable user stories.
  • Facilitate stakeholder discussions, discovery sessions, backlog refinement, and cross-functional collaboration.
  • Manage requirements, risks, dependencies, and stakeholder alignment throughout the delivery lifecycle, maintaining traceability from intake through implementation.
  • Analyze business processes, operational data, system capabilities, and customer feedback to identify improvement opportunities and support decision-making.
  • Support testing, implementation, go-live activities, and post-release defect triage.
  • Use available analytical data and AI-enabled tools to improve efficiency, decision-making, and delivery outcomes.

Benefits

  • Medical and prescription drug coverage
  • Dental coverage
  • Vision coverage
  • Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
  • Short- and long-term disability coverage
  • Basic life and basic AD&D coverage
  • 401(k) retirement plan
  • Health savings account
  • Flexible spending account
  • Ten paid holidays
  • 15 days of vacation for new associates beginning January 1 each year
  • Sick time
  • Personal days
  • Paid day for volunteerism
  • Potential eligibility for bonuses and profit sharing
  • Employee Assistance Program
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