Business Analyst - Trust / Wealth Modernization
Full-time
TalentOla
FTE only
Location- Charlotte,Raleigh,Memphis,Birmigham or Remote
Business Analyst Trust / Wealth Modernization
Location: On-site / Hybrid
Engagement Type: Program-based (T3K SWP Migration)
Role Overview
We are looking for a Business Analyst with strong Trust and Wealth Management domain expertise to support FHN's platform modernization from SEI Trust 3000 (T3K) to SEI Wealth Platform (SWP). The BA will work closely with FHN business and technology teams to drive discovery, requirements, and impact assessment across the modernization program.
Key Responsibilities
- Lead current-state discovery across FHN's Trust and Wealth applications and business processes
- Document and map T3K-based workflows, identifying gaps and changes required for SWP
- Define target-state business and functional requirements in collaboration with FHN stakeholders
- Assess application, integration, reporting, and data impacts of the platform migration
- Support downstream impact analysis across FHN's connected systems and processes
- Work with QE and development teams to define acceptance criteria and validate requirements
- Assist with cutover planning, migration requirements, and user acceptance testing
Required Skills & Experience
- 7+ years of BA experience in Trust, Wealth Management, or Private Banking
- Hands-on knowledge of trust administration platforms - T3K (SEI Trust 3000) and/or SWP experience strongly preferred
- Strong understanding of fiduciary operations, trust accounting, and wealth management processes
- Experience working on core platform migration or modernization programs
- Ability to work across business and technology teams in a complex, multi-vendor environment
- Familiarity with SAFe Agile / PI planning preferred
Vacancy posted 3 days ago
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