Baird

Business Analyst

• Drive business analysis efforts across a wide range of initiatives, including new capabilities, platform enhancements, operational improvements, and data/reporting solutions.
• Plan and execute discovery activities for complex initiatives, identifying stakeholders, clarifying objectives, and helping clearly articulate success measures in environments with evolving or incomplete information.
• Translate business needs into high-quality artifacts such as documented business requirements, process flows, context diagrams, stakeholder maps, and user stories that enable efficient delivery and clear decision-making.
• Maintain focus on outcomes and value, ensuring day-to-day work remains aligned to business priorities and strategic intent.
• Assess initiative complexity and guide teams in selecting and applying appropriate delivery approaches, balancing structure with flexibility to deliver value efficiently.
• Lead requirements validation and acceptance to ensure delivered solutions meet intended business outcomes.
• Develop a deep understanding of the supported business domain (Corporate Finance/HR or Equities), including end-to-end workflows and client impacts.
• Serve as a trusted partner and effective business proxy, applying informed judgment to keep delivery moving when direct input is limited.
• Anticipate business questions, surface implications of decisions, and clearly communicate impacts across stakeholders.
• Communicate effectively across audiences, including senior business leaders, IT leadership, developers, and external partners.
• Tailor messaging to provide concise, outcome-focused narratives for executives and detailed context for delivery teams.
• Build trust and credibility through preparation, follow-through, and sound judgment.
• Facilitate discussions, resolve misalignment, and escalate appropriately with clear rationale.
• Demonstrate the courage to speak up when teams may be deviating from agreed-upon goals or outcomes.
• Partner with architects and engineers to evaluate solutions, clarify tradeoffs, and ensure business intent is accurately reflected in design.
• Contribute to the evolution of team practices by sharing lessons learned and improving analysis and delivery approaches.

IT Business Analyst

Platform Engineer

• Turn business requirements into functional Salesforce solutions
• Design, develop, test, document, and deploy Salesforce features
• Collaborate with product owners and business analysts to translate needs into solutions
• Manage user access, security, data quality, integrity, and automate business processes
• Maintain org configuration, sandbox refreshes, and manage metadata
• Develop and manage Salesforce integrations and implement CI/CD pipelines for Salesforce deployments
• Provide technical support assistance and maintain technical documentation

Salesforce Platform Engineer

Program Manager

• Provide compliance and legal advice to the trust company and business partners on fiduciary, regulatory, and securities matters
• Draft, review, and negotiate agreements, including trust‑related contracts, vendor agreements, and regulatory documents; develop and maintain standard templates
• Review and implement new and existing statutes, rules and regulations
• Assist with audits and regulatory exams including both compiling responsive documentation and engaging in legal analysis, position‑taking, and interpretation of applicable laws and regulations
• Partner with business leadership to identify, assess, and mitigate compliance, legal and regulatory risk while enabling business objectives
• Oversee and enhance the trust company’s compliance framework, policies, and procedures in alignment with legal requirements
• Collaborate with enterprise Legal, Risk, and Compliance teams to ensure consistent interpretation and application of regulatory standards
• Support governance activities, including board and committee materials, regulatory filings, and internal reporting

IT Business Analyst

Salesforce Platform Engineer

Legal and Compliance Program Manager