Business Analyst – Trust / Wealth Modernization T3k SWP

Hallmark Global Solutions Ltd is seeking a Business Analyst to support a Trust and Wealth Management platform modernization program. The role focuses on current-state discovery, requirements gathering, impact assessment, and support for migration, testing, and cutover activities across SEI Trust 3000 and SEI Wealth Platform environments.

Responsibilities:

• Lead current-state discovery across Client 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 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

Requirements:

• • 7+ years of BA experience in Trust, Wealth Management, or Private Banking
• • 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
• • Hands-on knowledge of trust administration platforms — T3K (SEI Trust 3000) and/or SWP experience strongly preferred
• • Familiarity with SAFe Agile / PI planning preferred