Senior Business Analyst

eSolutionsFirst LLC; Birmingham (AL); On-site; USD 90,000 - 120,000; Full time

Job summary

eSolutionsFirst LLC invites a Senior Business Analyst to shape wealth management and trust services. You will partner with business leaders to drive transformation for advisors, trust officers, and high-net-worth clients from Birmingham, AL on client site.

You’ll lead discovery, requirements, process mapping, and UAT, ensuring alignment with regulatory and compliance considerations while delivering measurable business outcomes.

Qualifications

• Bachelor’s degree in business, Finance, Information Systems, Accounting, or a related field.
• 7+ years of Business Analyst experience supporting financial services organizations.
• 3+ years of experience within Trust, Wealth Management, Private Banking, or Investment Management environments.
• Strong understanding of trust administration, fiduciary services, wealth management operations, portfolio management, and client onboarding processes.
• Experience gathering and documenting business and functional requirements for technology initiatives.
• Proficiency in process mapping, workflow analysis, and requirements management methodologies.
• Experience working in Agile, Scrum, Waterfall, or hybrid project environments.
• Strong analytical, problem solving, and critical thinking skills.
• Excellent communication, facilitation, and stakeholder management abilities.
• Experience supporting User Acceptance Testing and implementation activities.
• Minimum Education Required: Bachelor’s Degree

Responsibilities

• Lead business analysis activities throughout the project lifecycle, including discovery, requirements gathering, analysis, documentation, testing, and implementation support.
• Partner with business stakeholders to identify opportunities for operational efficiencies, process improvements, and enhanced client experiences.
• Elicit, document, and validate business, functional, and nonfunctional requirements.
• Create detailed business process flows, use cases, user stories, data mappings, and requirements specifications.
• Facilitate workshops, stakeholder interviews, and requirements review sessions.
• Analyze existing business processes and recommend improvements aligned with industry best practices.
• Collaborate with technology teams to ensure accurate interpretation and implementation of business requirements.
• Support system implementations, upgrades, integrations, and data conversion efforts.
• Assist with User Acceptance Testing (UAT), including test planning, test script development, execution support, and defect management.
• Evaluate impacts of proposed changes across trust, wealth management, investment, and banking operations.
• Provide guidance regarding regulatory and compliance considerations affecting trust and wealth management functions.
• Develop and maintain project documentation, status reports, and stakeholder communications.
• Support change management and end user adoption activities.

Skills

Business analysis

Requirements gathering

Stakeholder management

Analytical thinking

Communication

UAT support

Process mapping

Workflow analysis

Requirements management

Agile/Scrum/Hybrid

Education

Bachelor's degree

Bachelor’s degree in business or related

Job description

Position Description

Are you passionate about shaping the future of wealth management and trust services? We're looking for a Senior Business Analyst who thrives at the intersection of business strategy, client experience, and technology. In this role, you'll partner directly with business leaders and subject matter experts to drive meaningful transformation initiatives that impact advisors, trust officers, and high net worth clients.

You’ll have the opportunity to influence key decisions, lead complex projects, and help modernize critical banking and wealth management platforms. We offer a collaborative environment where your expertise is valued, your ideas are heard, and your contributions have a direct impact on business outcomes.

If you’re looking for a role that combines strategic thinking, industry expertise, stakeholder engagement, and technology enabled innovation, this is an opportunity to make a lasting difference while continuing to grow your career in a highly respected financial services organization.

This position is located at the client site in Birmingham, AL.

Your future duties and responsibilities

• Lead business analysis activities throughout the project lifecycle, including discovery, requirements gathering, analysis, documentation, testing, and implementation support.


• Partner with business stakeholders to identify opportunities for operational efficiencies, process improvements, and enhanced client experiences.


• Elicit, document, and validate business, functional, and nonfunctional requirements.


• Create detailed business process flows, use cases, user stories, data mappings, and requirements specifications.


• Facilitate workshops, stakeholder interviews, and requirements review sessions.


• Analyze existing business processes and recommend improvements aligned with industry best practices.


• Collaborate with technology teams to ensure accurate interpretation and implementation of business requirements.


• Support system implementations, upgrades, integrations, and data conversion efforts.


• Assist with User Acceptance Testing (UAT), including test planning, test script development, execution support, and defect management.


• Evaluate impacts of proposed changes across trust, wealth management, investment, and banking operations.


• Provide guidance regarding regulatory and compliance considerations affecting trust and wealth management functions.


• Develop and maintain project documentation, status reports, and stakeholder communications.


• Support change management and end user adoption activities.

Required Qualifications To Be Successful In This Role

• Bachelor’s degree in business, Finance, Information Systems, Accounting, or a related field.


• 7+ years of Business Analyst experience supporting financial services organizations.


• 3+ years of experience within Trust, Wealth Management, Private Banking, or Investment Management environments.


• Strong understanding of trust administration, fiduciary services, wealth management operations, portfolio management, and client onboarding processes.


• Experience gathering and documenting business and functional requirements for technology initiatives.


• Proficiency in process mapping, workflow analysis, and requirements management methodologies.


• Experience working in Agile, Scrum, Waterfall, or hybrid project environments.


• Strong analytical, problem solving, and critical thinking skills.


• Excellent communication, facilitation, and stakeholder management abilities.


• Experience supporting User Acceptance Testing and implementation activities.


• Minimum Education Required: Bachelor’s Degree