Senior Business Systems Analyst- Estate Solutions

This job posting is anticipated to remain open for 30 days, from 14-Aug-2026. The posting may close early due to the volume of applicants.

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.

Join a Team That Delivers Critical Solutions with Precision, Insight, and Purpose

The Estates Solutions – Court Orders team plays a vital role in supporting customers and the organization through some of the most sensitive and complex account matters. Comprised of Estates Operations, Court Orders, Garnishment/Levy, and Estates Insights & Solutions, this team provides end-to-end expertise across routine processing, legal requests, and specialized decedent-related cases. Together, these functions ensure accurate execution, regulatory compliance, and exceptional operational support in a highly regulated environment.

We are seeking a dynamic and analytical individual who thrives on solving complex business challenges, driving operational excellence, and developing talent. In this role, you will lead day-to-day operations, guide and mentor team members, and leverage data-driven insights to improve performance and influence decision-making. You will partner with stakeholders on cross-functional initiatives while maintaining a strong focus on risk management, controls, and compliance.

• Support complex Estates processing, when needed.
• Review existing Estates processes for potential process improvement and/or abandonment.
• Lead the testing of enhancements and upgrades with responsibility for the identification, tracking of issues, and implementation of solution, as applicable.
• Create, maintain, and refine Estates process maps.
• Assist with capacity planning.
• Adopt processes for risk controls (e.g., Privacy, Business Continuity Planning, Record Information Management, Written Supervisory Procedures) and coordinate with departments to complete the applicable requirements.
• Support and provide functional leadership for multiple highly complex business processes, ensuring alignment between business needs and technical solutions.
• Promote and help enforce Business Systems Analyst best practices, standards, and methodologies within the team.
• Conduct and present business systems impact analyses, identifying systematic solutions that deliver meaningful business value.
• Develop and manage multiple complex project plans simultaneously, ensuring progress, alignment, and timely execution.
• Develop strong relationships with internal stakeholders and begin to collaborate and build consensus with associates and/or leaders from multiple divisions.
• Lead or contribute to large, complex initiatives, partnering across business and technology teams to drive delivery of new systems and capabilities.

• 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…