Business Analyst – Wealth & Trust Management

Our Client, an IT Services and Consultant company, is looking for a Business Analyst – Wealth & Trust Management for their Remote location.
 
Responsibilities:

• Conversion / Deconversion
• Lead and support client/book-of-business conversions and deconversions on/off the CLIENT AddVantage platform, including data mapping, gap analysis, and reconciliation.
• Coordinate with source and target system teams to define data conversion rules, mapping templates, and validation criteria.
• Develop and execute test plans for conversion cycles (mock conversions, parallel testing, dress rehearsals) and manage defect triage.
• Document conversion runbooks, cutover plans, rollback strategies, and post-conversion sign-off procedures.
• Configuration
• Analyze business requirements and translate them into AddVantage system configuration specifications (account types, fee schedules, product codes, tax lot rules, statement/reporting parameters, workflow rules, etc.).
• Configure and maintain platform parameters in line with trust and wealth management business rules and regulatory requirements.
• Perform configuration impact analysis prior to implementing changes in production environments.
• Enhancements
• Gather, analyze, and document business requirements for platform enhancements from Wealth/Trust operations, Compliance, and Relationship Management teams.
• Prepare Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), and user stories for enhancement initiatives.
• Partner with CLIENT product teams and internal IT to prioritize, scope, and validate enhancement requests.
• Support UAT (User Acceptance Testing) for enhancement releases, including test case creation and defect management.
• Change Request (CR) Management
• Own the end-to-end change request lifecycle — intake, impact assessment, prioritization, approval, implementation tracking, and closure.
• Liaise with CLIENT vendor teams for CR submission, status tracking, and resolution.
• Maintain CR logs, traceability matrices, and audit documentation in line with governance and compliance standards.
• Support change advisory board (CAB) discussions and release management activities.
• General / Cross-Functional
• Act as the subject matter expert (SME) for CLIENT AddVantage functionality within the Wealth and Trust Management domain.
• Collaborate with QA, technology, and operations teams to ensure smooth SDLC delivery (Agile/Waterfall as applicable).
• Support production issue triage and root-cause analysis related to AddVantage functionality.
• Ensure all deliverables adhere to regulatory, audit, and internal control requirements relevant to trust and fiduciary business.
• Prepare status reports, dashboards, and stakeholder communications.

• 10–15 years of experience as a Business Analyst supporting CLIENT AddVantage (or equivalent trust/wealth accounting platforms).
• Proven experience in at least two of the following: conversions/deconversions, configuration, enhancements, change request management.
• Strong functional knowledge of Wealth Management and Trust Management domains — trust accounting, fiduciary operations, account administration, fee billing, tax processing, and reporting.
• Experience writing BRDs, FSDs, user stories, and test cases.
• Hands-on experience with SDLC methodologies (Agile/Scrum and/or Waterfall).
• Strong data analysis skills — mapping, reconciliation, and validation, particularly for conversion projects.
• Experience with SQL for data analysis/validation (preferred).
• Excellent stakeholder management, communication, and documentation skills.
• Experience coordinating with CLIENT vendor support teams for issue resolution and CR delivery.
• Preferred / Good to Have
• Prior experience with core banking or trust platforms beyond AddVantage (e.g., TrustDesk, Charlotte, GWP, or similar).
• Knowledge of regulatory/compliance frameworks applicable to trust and fiduciary businesses (e.g., OCC regulations, SOX, SOC1/SOC2).
• Experience with JIRA, Confluence, or similar tools for requirement and CR tracking.
• Exposure to test management tools (HP ALM, qTest, Zephyr, etc.).
• Prior experience in banking, asset management, or private wealth firms.

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities