Description

Key Responsibilities

• Lead current-state discovery across client'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 client stakeholders
• Assess application, integration, reporting, and data impacts of the platform migration
• Support downstream impact analysis across client'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

Key Skills

Education

Bachelor's degree