Senior Business Analyst Trust & Custody

Manulife • Usa, MA

9h • Remote

About The Position

The Senior Business Analyst – Trust Custody and Unitization will help shape a trust operations ecosystem across people, processes, and technology as the business integrates with a third-party sub-custodian. The role supports transformation, innovation, and service excellence for the U.S. Retirement business within the Global Wealth and Asset Management segment. It requires experience in mutual fund operations, process design, risk mitigation, and collaboration with business and technology partners.

The analyst will improve operational processes and controls, serve as a trust operations subject matter expert, support training and procedure development, assess and mitigate risk, monitor performance and vendor oversight, lead trust operations projects, report progress to management and partners, and gather and analyze business and technical requirements. The role will also help ensure technology solutions align with business objectives.

Requirements

• Proven expertise in FIS OMNI, including OmniTrade, OmniDC, and OmniScript.
• Proficiency with SQL, Excel, and Power BI.
• Solid understanding of mutual fund operations and/or retirement and/or transfer agent recordkeeping.
• Strong cash and securities reconciliation skills.
• Excellent communication and facilitation skills, including the ability to influence diverse teams and translate technical information into business value.
• Ability to think strategically, assess short- and long-term impacts of alternatives, and act decisively.
• Strong influencing skills and the ability to make sound recommendations.

Responsibilities

• Design and strengthen the operating model for cash reconciliation and transitional processes, including controls, ownership, escalation paths, and sustainable procedures.
• Serve as a subject matter expert for trust operations and establish training materials and procedure documentation.
• Work with the learning and development team to deliver training.
• Analyze operational processes to identify risks and develop mitigation strategies that support business continuity.
• Define and monitor KPIs for operational efficiency and vendor oversight, and continuously optimize processes.
• Lead trust operations projects and assist in developing detailed project plans.
• Prepare and present regular updates and status reports to management and partners.
• Elicit and document business and technical requirements for team platforms and systems.
• Work with product management and technology teams to align technology solutions with business objectives.
• Perform other duties as assigned.

Benefits

• Eligible employees may receive health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption and surrogacy benefits, wellness benefits, and employee/family assistance plans.
• Retirement savings plans, including pension and 401(k) plans, and a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Paid time off in the U.S., including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law).
• Statutory leaves of absence.
• Incentive programs and incentive compensation tied to business and individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed