Edward Jones

Senior Business Systems Analyst- Estate Solutions

Edward Jones • $95K — $115K *
St. Louis, MO 63129In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

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) for data analysis.
  • Strong ability to analyze business processes, systems, and data flows.
  • Advanced knowledge of Business Systems Analyst principles and best practices.
  • Excellent communication and stakeholder management skills.

Responsibilities

  • Support complex Estates processing as needed.
  • Review Estates processes for improvements or abandonment.
  • Lead testing of process enhancements and manage issue resolution.
  • Create and refine Estates process maps.
  • Assist with capacity planning and risk controls.
  • Conduct business systems impact analyses and system solution identification.
  • Develop and manage multiple complex project plans.

Benefits

  • Medical, dental, and vision coverage.
  • 401k retirement plan and tax-advantaged accounts.
  • 15 days of vacation plus paid holidays and volunteer time.
  • Short- and long-term disability, basic life, and AD&D coverage at no cost.
  • Employee Assistance Program available.
Full Job Description
What You Will Do:
  • 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.


Position Requirements

Requirements:
  • 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

What Can Set Up Apart:
  • Prior Estates Operations and/or Estates Service experience.
  • Experience mentoring or guiding less experienced analysts.
  • Working knowledge of data warehouse concepts and SharePoint.
  • Series 7/Series 66 licensed.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

Keep up to date with the latest from Edward Jones Careers by subscribing to our job alert emails. Receive personalized updates that match your career interests and get ahead with insider tips and industry-leading insights.

Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Finance & Insurance
Founded
1997
* Ladders Estimates

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