Senior Business Systems Analyst - Estate Solutions

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

External Flexible Work Option(s)

Onsite

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Search Headquarters Positions by Area of Interest

Client Services & Operations, Program Management Office

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.