Trust Operations, Sr. Business Analyst - IWMS Client Experience

Fidelity • Smithfield, RI

11d • Hybrid

About The Position

The Role Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on leading projects, operational efficiency and client service? Join us as a Sr. Business Analyst, Trust Operations, where you will work on a team supporting the Integrated Wealth Management clients. The Purpose of Your Role The Sr. Business Analyst’s primary role is to provide support of the critical initiatives outlined by the CE Trust Operations organization. Ability to perform a business analysis of the functions through diverse and complex projects, supporting multiple lines of business and products. Participates in tactical projects collaborating with internal business partners in Product, Operations, Implementation and Technology. Including external vendors and service providers that have an impact on both internal and external clients. Supports strategic projects as necessary. The Sr. Business Analyst will be responsible to provide analysis of the current processes and workflows to provide greater product applicability across multiple business units (IWMS, NF, and FFOS), with a focus to improve operational efficiencies within CE, specifically within the Trust Operations Group. The Sr. Business Analyst will participate in the design for new workflows in order to support the transition from the existing trust accounting system to the newly selected vendor. Required to track and report on issues related to the conversion of clients. In addition, the Sr Business Analyst will be required to become subject matter experts on the application, providing training to internal and external users.

Requirements

• Bachelor’s Degree or equivalent experience preferred
• 5+ years of operations and/or service experience in the financial services industry
• Knowledge of Trusts; specifically understanding of Principal and Income Accounting
• Knowledge of Fidelity systems preferred
• Strong familiarity with financial industry, with a good understanding of the Mutual Fund and Brokerage industry
• Ability to lead projects and work independently with minimal direction
• Your knowledge of Bank/Trust Business
• Your strong written, verbal and excellent interpersonal communication skills
• Your ability to work in a fast-paced, team environment
• Your ability with time management (multi-tasking) skills
• Your ability to collaborate with internal business partners
• Your ability to develop and monitor project plans, meet deliverables and manage escalations
• Your creativity/forward-thinking
• You have intermediate knowledge of Microsoft Office Applications

Responsibilities

• Provide support of the critical initiatives outlined by the CE Trust Operations organization.
• Perform a business analysis of the functions through diverse and complex projects, supporting multiple lines of business and products.
• Participate in tactical projects collaborating with internal business partners in Product, Operations, Implementation and Technology.
• Provide analysis of the current processes and workflows to provide greater product applicability across multiple business units (IWMS, NF, and FFOS), with a focus to improve operational efficiencies within CE, specifically within the Trust Operations Group.
• Participate in the design for new workflows in order to support the transition from the existing trust accounting system to the newly selected vendor.
• Track and report on issues related to the conversion of clients.
• Become subject matter experts on the application, providing training to internal and external users.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees