AI-Driven Wealth Platform Lead & Business Analyst

Fiduciary Trust Company; Boston (MA); On-site; USD 125,000 - 150,000; Full time

Job summary

Fiduciary Trust Company in Boston seeks a results-driven Business Analyst and Project Manager with 10+ years delivering technology, process, and data-driven solutions across Wealth Management, Trust Services, and Custody Operations.

The role bridges business needs with technical execution, leads cross-functional teams, and drives complex initiatives from concept to deployment, including AI-enabled tools to streamline operations.

Qualifications

• 10+ years of experience in Wealth, Trust, Custody and Accounting Operations.
• Proven business analysis and requirements definition experience.
• Proficient in project and program management (Agile & Waterfall).
• Excellent data mapping, data quality, and reporting capabilities.
• Understanding of financial regulations and compliance.
• Strong cross-functional stakeholder management.
• Systems integration and change management.
• Experience with Global Plus / Trust Accounting Platforms.

Responsibilities

• Lead multi-phase technology and operational initiatives across wealth and trust platforms.
• Design and implement AI-driven tools for document classification, client onboarding, risk scoring, and workflow automation.
• Translate complex requirements into actionable technical specifications.
• Manage project timelines, budgets, risks, and deliverables for enterprise upgrades and migrations.
• Conduct process mapping and gap analysis across custody, trust administration, and accounting workflows.
• Support Salesforce enhancements including workflow automation, reporting dashboards, data governance, and user-experience improvements.
• Utilize Global Plus and trust accounting systems to support operational analysis, data validation, and system integration efforts.
• Deliver training, documentation, and change-management support to ensure adoption of new tools.

Skills

Requirements gathering

Project management

Cross-functional collaboration

Data mapping

Data quality

Stakeholder management

Regulatory compliance

Agile & Waterfall

Tools

Salesforce

Global Plus

Trust accounting platforms

Job description

Fiduciary Trust Company in Boston seeks a results-driven Business Analyst and Project Manager with 10+ years delivering technology, process, and data-driven solutions across Wealth Management, Trust Services, and Custody Operations.

The role bridges business needs with technical execution, leads cross-functional teams, and drives complex initiatives from concept to deployment, including AI-enabled tools to streamline operations.