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Business Analyst – Wealth Management

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Apex Systems

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Location:
United States , Cleveland, OH ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

65.00 - 69.00 USD / Hour
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Job Description:

The InvestNet program at KeyBank is a multi‑year wealth‑management modernization initiative focused on enhancing, stabilizing, and expanding Key’s use of the Envestnet wealth management platform. The program is designed to deliver a more unified and modern advisor experience across financial planning, portfolio management, analytics, billing, and client reporting. KeyBank is entering Phase 2 of the InvestNet wealth platform integration and is staffing additional Business Analysts to support expanded scope, data conversion efforts, and digital advisor experience enhancements.

Job Responsibility:

  • Elicit, analyze, and document functional and non‑functional requirements across front‑to‑back office wealth processes, including proposals, portfolio management, billing, reporting, and advisor workflows
  • Translate high‑level business problems into clear, actionable requirements for technology and delivery teams
  • Perform current‑state vs. future‑state gap analysis, ensuring no critical advisor or client capabilities regress during the InvestNet migration
  • Clearly document current and future state workflows, processes, and system interactions
  • Own and manage requirements throughout the full SDLC, from discovery through delivery
  • Partner closely with business stakeholders, product owners, and technology teams to drive clarity and alignment
  • Support Agile delivery by creating and managing user stories, acceptance criteria, and backlog items

Requirements:

  • Strong core Business Analyst experience, including gap analysis, requirements documentation, and process flow creation
  • Proven ability to operate in ambiguity, multitask effectively, and proactively solve problems
  • Wealth management domain expertise, with familiarity across wealth products, platforms, or advisor‑facing systems
  • Experience working in Agile environments, including hands‑on use of tools such as Jira
  • Excellent communication and stakeholder management skills, with the ability to work across business and technology teams

Nice to have:

  • Experience with wealth platforms or products such as: Envestnet
  • Pershing (NetX, NetXInvestor)
  • FIS (Global Plus, Global Office)
  • MoneyGuidePro
  • eMoney
  • Ability to read and write SQL and perform data mapping
  • Experience with BigQuery
  • Process and workflow visualization using Miro or Draw.io
  • Documentation and collaboration using Confluence
What we offer:
  • medical
  • dental
  • vision
  • life
  • disability
  • other insurance plans
  • ESPP (employee stock purchase program)
  • 401K program with company match after 12 months
  • HSA (Health Savings Account on the HDHP plan)
  • SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
  • corporate discount savings program
  • other discounts
  • on-demand training program
  • access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure
  • certification discounts and other perks to associations that include CompTIA and IIBA
  • dedicated customer service team
  • certified Career Coach

Additional Information:

Job Posted:
April 01, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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