Senior Business Analyst – Wealth & Trust Transformation

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

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.