What are the responsibilities and job description for the Senior Business Systems Analyst- Estate Solutions position at Edward Jones?
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.
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.
What You Will Do:
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.
What You Will Do:
- 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.
Requirements:
What Can Set Up Apart:
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.
- 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 Analyst principles and best practices.
- Proven experience designing process and data improvements to drive efficiency and scalability.
- Solid understanding of enterprise systems and the impacts of system changes.
- Strong problem-solving and troubleshooting skills, with appropriate escalation when needed.
- Excellent communication and stakeholder management skills, including presenting complex concepts to leaders.
- Ability to work independently and collaboratively, manage multiple priorities, and lead without direct authority.
- Ability to act as functional leader and delegate responsibilities, as needed.
- Proficient in process mapping.
- Highly proficient in Microsoft 365.
What Can Set Up Apart:
- Prior Estates Operations and/or Estates Service experience.
- Experience mentoring or guiding less experienced analysts.
- Working knowledge of data warehouse concepts and SharePoint.
- Series 7/Series 66 licensed.
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.