Senior Business Systems Analyst — Estates Ops & Data

Edward Jones; Tempe (AZ); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a dynamic, analytical professional to lead Estates Solutions – Court Orders operations in a hybrid role based in Tempe, AZ. You will manage day-to-day activities, mentor teammates, and drive data-driven improvements while ensuring regulatory compliance and risk controls across complex processes.

The role emphasizes collaboration with stakeholders, project planning, and delivering scalable process enhancements in a highly regulated financial services environment.

Qualifications

• Bachelor’s degree preferred; equivalent relevant experience considered.
• 5+ years of experience in a financial services environment (or equivalent) required.
• Experience with Power BI and reporting tools (e.g., Tableau, SQL) to analyze data and utilize macros, formulas, and queries.
• Strong ability to analyze business processes, systems, data definitions, and data flows.
• Ability to proactively identify risks and design and implement effective controls to mitigate risks.
• Advanced knowledge of Business Systems Analyst principles and best practices.
• Proven experience designing process and data improvements to drive efficiency and scalability.
• Solid understanding of enterprise systems and the impacts of system changes.
• Strong problem‑solving and troubleshooting skills, with appropriate escalation when needed.
• Excellent communication and stakeholder management skills, including presenting complex concepts to leaders.
• Ability to work independently and collaboratively, manage multiple priorities, and lead without direct authority.
• Ability to act as functional leader and delegate responsibilities, as needed.
• Proficient in process mapping.
• Highly proficient in Microsoft 365.
• Highly organized, works well in a fast paced, dynamic, and sometimes ambiguous environment

Responsibilities

• Support complex Estates processing, when needed.
• Review existing Estates processes for potential process improvement and/or abandonment.
• Lead the testing of enhancements and upgrades with responsibility for the identification, tracking of issues, and implementation of solution, as applicable.
• Create, maintain, and refine Estates process maps.
• Assist with capacity planning.
• Adopt processes for risk controls (e.g., Privacy, Business Continuity Planning, Record Information Management, Written Supervisory Procedures) and coordinate with departments to complete the applicable requirements.
• Support and provide functional leadership for multiple highly complex business processes, ensuring alignment between business needs and technical solutions.
• Promote and help enforce Business Systems Analyst best practices, standards, and methodologies within the team.
• Conduct and present business systems impact analyses, identifying systematic solutions that deliver meaningful business value.
• Develop and manage multiple complex project plans simultaneously, ensuring progress, alignment, and timely execution.
• Develop strong relationships with internal stakeholders and begin to collaborate and build consensus with associates and/or leaders from multiple divisions.
• Lead or contribute to large, complex initiatives, partnering across business and technology teams to drive delivery of new systems and capabilities.

Skills

Analytical thinking

Communication

Lead without authority

Problem solving

Education

Bachelor’s degree

Tools

Power BI

Tableau

SQL

Microsoft 365

Job description

Edward Jones is seeking a dynamic, analytical professional to lead Estates Solutions – Court Orders operations in a hybrid role based in Tempe, AZ. You will manage day-to-day activities, mentor teammates, and drive data-driven improvements while ensuring regulatory compliance and risk controls across complex processes.

The role emphasizes collaboration with stakeholders, project planning, and delivering scalable process enhancements in a highly regulated financial services environment.