Senior Business Analyst
$79.6k - $156.7kSenior Business Analyst Position Description
Are you passionate about shaping the future of wealth management and trust services? We're looking for a Senior Business Analyst who thrives at the intersection of business strategy, client experience, and technology. In this role, you'll partner directly with business leaders and subject matter experts to drive meaningful transformation initiatives that impact advisors, trust officers, and high net worth clients. You'll have the opportunity to influence key decisions, lead complex projects, and help modernize critical banking and wealth management platforms. We offer a collaborative environment where your expertise is valued, your ideas are heard, and your contributions have a direct impact on business outcomes. If you're looking for a role that combines strategic thinking, industry expertise, stakeholder engagement, and technology enabled innovation, this is an opportunity to make a lasting difference while continuing to grow your career in a highly respected financial services organization. *This position is located at the client site in Birmingham, AL. Your future duties and responsibilities Lead business analysis activities throughout the project lifecycle, including discovery, requirements gathering, analysis, documentation, testing, and implementation support.
Partner with business stakeholders to identify opportunities for operational efficiencies, process improvements, and enhanced client experiences.
Elicit, document, and validate business, functional, and non functional requirements.
Create detailed business process flows, use cases, user stories, data mappings, and requirements specifications.
Facilitate workshops, stakeholder interviews, and requirements review sessions.
Analyze existing business processes and recommend improvements aligned with industry best practices.
Collaborate with technology teams to ensure accurate interpretation and implementation of business requirements.
Support system implementations, upgrades, integrations, and data conversion efforts.
Assist with User Acceptance Testing (UAT), including test planning, test script development, execution support, and defect management.
Evaluate impacts of proposed changes across trust, wealth management, investment, and banking operations.
Provide guidance regarding regulatory and compliance considerations affecting trust and wealth management functions.
Develop and maintain project documentation, status reports, and stakeholder communications.
Support change management and end user adoption activities. Required qualifications to be successful in this role
Bachelor's degree in Business, Finance, Information Systems, Accounting, or a related field.
7+ years of Business Analyst experience supporting financial services organizations.
3+ years of experience within Trust, Wealth Management, Private Banking, or Investment Management environments.
Strong understanding of trust administration, fiduciary services, wealth management operations, portfolio management, and client onboarding processes.
Experience gathering and documenting business and functional requirements for technology initiatives.
Proficiency in process mapping, workflow analysis, and requirements management methodologies.
Experience working in Agile, Scrum, Waterfall, or hybrid project environments.
Strong analytical, problem solving, and critical thinking skills.
Excellent communication, facilitation, and stakeholder management abilities.
Experience supporting User Acceptance Testing and implementation activities. Minimum Education Required: Bachelor's Degree OPTIONAL: Desired qualifications/non essential skills required Experience facilitating executive level workshops and strategy sessions.
Strong change management and organizational readiness capabilities.
Experience mentoring junior business analysts.
Strong presentation and storytelling skills.
Ability to influence stakeholders across business and technology organizations.
Experience working in consulting or client facing environments. CGI anticipates accepting applications for this position through September 18, 2026. Other Information:
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $79,600.00 $156,700.00.
CGI's benefits are offered to eligible professionals on their first day of employment to include:
. Competitive compensation
. Comprehensive insurance options
. Matching contributions through the 401(k) plan and the share purchase plan
. Paid time off for vacation, holidays, and sick time
. Paid parental leave
. Learning opportunities and tuition assistance
. Wellness and Well being programs #LI-JN1 Together, as owners, let’s turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction. Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team—one of the largest IT and business consulting services firms in the world. Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business. CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at View email address on clients.njoyn.com . You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned. We make it easy to translate military experience and skills! Click here to be directed to our site that is dedicated to veterans and transitioning service members. All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances. CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI’s legal duty to furnish information.
Are you passionate about shaping the future of wealth management and trust services? We're looking for a Senior Business Analyst who thrives at the intersection of business strategy, client experience, and technology. In this role, you'll partner directly with business leaders and subject matter experts to drive meaningful transformation initiatives that impact advisors, trust officers, and high net worth clients. You'll have the opportunity to influence key decisions, lead complex projects, and help modernize critical banking and wealth management platforms. We offer a collaborative environment where your expertise is valued, your ideas are heard, and your contributions have a direct impact on business outcomes. If you're looking for a role that combines strategic thinking, industry expertise, stakeholder engagement, and technology enabled innovation, this is an opportunity to make a lasting difference while continuing to grow your career in a highly respected financial services organization. *This position is located at the client site in Birmingham, AL. Your future duties and responsibilities Lead business analysis activities throughout the project lifecycle, including discovery, requirements gathering, analysis, documentation, testing, and implementation support.
Partner with business stakeholders to identify opportunities for operational efficiencies, process improvements, and enhanced client experiences.
Elicit, document, and validate business, functional, and non functional requirements.
Create detailed business process flows, use cases, user stories, data mappings, and requirements specifications.
Facilitate workshops, stakeholder interviews, and requirements review sessions.
Analyze existing business processes and recommend improvements aligned with industry best practices.
Collaborate with technology teams to ensure accurate interpretation and implementation of business requirements.
Support system implementations, upgrades, integrations, and data conversion efforts.
Assist with User Acceptance Testing (UAT), including test planning, test script development, execution support, and defect management.
Evaluate impacts of proposed changes across trust, wealth management, investment, and banking operations.
Provide guidance regarding regulatory and compliance considerations affecting trust and wealth management functions.
Develop and maintain project documentation, status reports, and stakeholder communications.
Support change management and end user adoption activities. Required qualifications to be successful in this role
Bachelor's degree in Business, Finance, Information Systems, Accounting, or a related field.
7+ years of Business Analyst experience supporting financial services organizations.
3+ years of experience within Trust, Wealth Management, Private Banking, or Investment Management environments.
Strong understanding of trust administration, fiduciary services, wealth management operations, portfolio management, and client onboarding processes.
Experience gathering and documenting business and functional requirements for technology initiatives.
Proficiency in process mapping, workflow analysis, and requirements management methodologies.
Experience working in Agile, Scrum, Waterfall, or hybrid project environments.
Strong analytical, problem solving, and critical thinking skills.
Excellent communication, facilitation, and stakeholder management abilities.
Experience supporting User Acceptance Testing and implementation activities. Minimum Education Required: Bachelor's Degree OPTIONAL: Desired qualifications/non essential skills required Experience facilitating executive level workshops and strategy sessions.
Strong change management and organizational readiness capabilities.
Experience mentoring junior business analysts.
Strong presentation and storytelling skills.
Ability to influence stakeholders across business and technology organizations.
Experience working in consulting or client facing environments. CGI anticipates accepting applications for this position through September 18, 2026. Other Information:
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $79,600.00 $156,700.00.
CGI's benefits are offered to eligible professionals on their first day of employment to include:
. Competitive compensation
. Comprehensive insurance options
. Matching contributions through the 401(k) plan and the share purchase plan
. Paid time off for vacation, holidays, and sick time
. Paid parental leave
. Learning opportunities and tuition assistance
. Wellness and Well being programs #LI-JN1 Together, as owners, let’s turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction. Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team—one of the largest IT and business consulting services firms in the world. Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business. CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at View email address on clients.njoyn.com . You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned. We make it easy to translate military experience and skills! Click here to be directed to our site that is dedicated to veterans and transitioning service members. All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances. CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI’s legal duty to furnish information.
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