Senior Business Systems Analyst- Estate Solutions

Edward Jones

5d • Hybrid

About The Position

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.

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

Nice To Haves

• 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.

Responsibilities

• 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.

Benefits

• medical and prescription drug
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• short- and long-term disability
• basic life
• basic AD&D coverage
• 401k retirement plan
• tax-advantaged accounts: health savings account, and flexible spending account
• ten paid holidays
• 15 days of vacation for new associates
• sick time
• personal days
• a paid day for volunteerism
• bonuses
• profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree