Live opening · Posted 10 days ago
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Description supplied by the original job listing.
Business Analyst – Trust / Wealth Modernization
Location: On-site / Hybrid – FHN
Engagement Type: Program-based (T3K → SWP Migration)
Key Responsibilities
Lead current-state discovery across 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 stakeholders
Assess application, integration, reporting, and data impacts of the platform migration
Support downstream impact analysis across 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
Program Manager – Trust / Wealth Modernization
Location: On-site / Hybrid – FHN
Engagement Type: Program-based (T3K → SWP Migration)
Key Responsibilities
Own the integrated side program plan across all modernization workstreams — integration, data, QE, BA, and application sunsetting
Manage SEI dependencies, cross-team coordination, and third-party vendor relationships
Drive governance cadences — steering committees, workstream leads, and executive reporting
Lead migration readiness assessment, cutover planning, and go-live execution
Maintain RAID log (Risks, Assumptions, Issues, Dependencies) and proactively manage blockers
Serve as the primary point of accountability for program delivery on the FHN side
Support change management and stakeholder engagement across business and technology teams
Required Skills & Experience
10+ years of program/project management experience in financial services technology
Direct experience managing Trust, Wealth Management, or Private Banking platform migrations
Prior exposure to SEI Trust 3000 (T3K) and/or SEI Wealth Platform (SWP) strongly preferred
Proven track record managing multi-year, multi-workstream programs in complex enterprise environments
Strong understanding of SAFe Agile / PI planning methodology
Excellent executive communication and stakeholder management skills
PMP or equivalent certification preferred
Work arrangement
No
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