Senior Business Analyst & Project Manager

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

We are seeking a results-driven Business Analyst and Project Manager with over ten years of experience delivering technology, process, and data-driven solutions across Wealth Management, Trust Services, Custody Operations, and Investment Accounting. This role is responsible for bridging business needs with technical execution, leading cross-functional teams, and driving complex initiatives from concept to deployment. The ideal candidate should have proven success implementing AI-enabled solutions that streamline operations, enhance client experience, and improve decision-making. This individual should be adept at requirements gathering, workflow design, vendor and stakeholder management, and end-to-end project delivery within highly regulated financial environments.

Primary Responsibilities

• Lead multi-phase technology and operational initiatives across wealth and trust platforms, improving efficiency, accuracy, and client service delivery.
• Design and implement AI-driven tools for document classification, client onboarding, risk scoring, and workflow automation, reducing manual effort and increasing operational throughput.
• Serve as primary liaison between business units, technology teams, and external vendors to translate complex requirements into actionable technical specifications.
• Manage project timelines, budgets, risks, and deliverables for enterprise-level system upgrades, platform migrations, and regulatory enhancements.
• Conduct detailed process mapping and gap analysis across custody, trust administration, and accounting workflows to identify optimization opportunities.
• Support Salesforce enhancements including workflow automation, reporting dashboards, data governance, and user-experience improvements.
• Utilize Global Plus and related trust accounting systems to support operational analysis, data validation, and system integration efforts.
• Deliver training, documentation, and change-management support to ensure successful adoption of new tools and processes.

Required Skills and Characteristics

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

Compensation Information: Annual base salary for this role is $125,000-$150,000 based on experience and qualifications. This role may also be eligible to receive an annual discretionary bonus.