Business Analyst

About the role

The Senior Business Analyst is responsible for leading the implementation and delivery of clients' workflow automation initiatives, including more than 20 workflow implementations and related Business Unit Workflows within Salesforce. This role serves as the primary business lead and is responsible for workflow discovery, requirements definition, solution design, document generation and output requirements, backlog management, testing, user acceptance activities, pilot execution, training delivery support, deployment readiness, and business adoption.

Responsibilities

• Owns the planning, coordination, and execution of workflow initiatives from concept through implementation.
• Drives teams toward delivery commitments and facilitates productive stakeholder discussions.
• Adapts quickly to changing priorities and challenges.
• Ensures workflow solutions align with business objectives, integrate effectively across platforms, and deliver measurable improvements to operational efficiency, transparency, and user experience.

Requirements

• Experience within wealth management, trust administration, investment management, or related financial services environments is strongly preferred.
• Strong business analysis expertise with project leadership, strategic thinking, communication, and problem-solving skills.
• Skills in requirements gathering, business analysis, project management, business requirements, agile, testing, and Salesforce.

Qualifications

• Take ownership of workflow initiatives and drive them from planning through implementation.
• Develop and maintain actionable plans, priorities, and backlogs.
• Lead requirements gathering, workflow design, testing, pilot programs, and user acceptance efforts.
• Communicate effectively with project teams, business leaders, vendors, and stakeholders at all levels of the organization.
• Proactively identify risks, dependencies, and challenges, adjusting plans and priorities as needed.
• Foster collaboration while confidently challenging assumptions and driving informed decision-making.
• Ensure workflow implementations deliver business value and support long-term operational goals.
• Establish trusted partnerships across business and technology teams through accountability, responsiveness, and execution.

Top Skills

• Requirements gathering
• Business analysis
• Project management
• Business requirements
• Agile
• Testing

Pay and Benefits

The pay range for this position is $90,000.00 - $105,000.00/yr. Medical, dental & vision, Critical Illness, Accident, and Hospital, 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, Life Insurance (Voluntary Life & AD&D for the employee and dependents), Short and long-term disability, Health Spending Account (HSA), Transportation benefits, Employee Assistance Program, Time Off/Leave (PTO, Vacation or Sick Leave), Workplace Type: Hybrid position in Kansas City, MO. Application Deadline: This position is anticipated to close on Jul 17, 2026.

About TEKsystems

We are a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We are a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We are strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We are building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.