Wealth Business Analyst
KeyBank
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Job summary
Qualifications
- Experience in wealth management or financial services required.
- Proficient in writing user stories and process flows.
- Familiarity with mainframe and modern technologies.
Responsibilities
- Collaborate with stakeholders to gather and document requirements.
- Translate business needs into technical specifications.
- Support implementation of technology solutions.
Skills
Education
Tools
Job description
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Location:
4910 Tiedeman Road - Brooklyn, Ohio 44144
Job Summary:
The Wealth Business Analyst will serve as a strategic liaison between business stakeholders and technology teams, supporting the development and enhancement of wealth management platforms and services. This role requires a deep understanding of wealth management operations, strong analytical capabilities, and the ability to translate business needs into technical requirements. The ideal candidate will be comfortable working in a hybrid environment that includes legacy systems (e.g., mainframe) and modern platforms (e.g., cloud, APIs, data analytics).
Key Responsibilities:
- Collaborate with wealth management stakeholders to gather, document, and validate business requirements for new initiatives and system enhancements.
- Translate business needs into functional and technical specifications for development teams.
- Support the implementation of technology solutions across wealth platforms, including onboarding, financial planning, portfolio management, and reporting tools.
- Participate in backlog grooming, sprint planning, and user story development in Agile environments.
- Conduct gap analysis, process mapping, and impact assessments to support solution design.
- Partner with QA teams to define test strategies and support user acceptance testing (UAT).
- Assess and evaluate system performance, user feedback, and data trends to propose enhancements.
- Ensure compliance with regulatory and security standards in all technology implementations.
- Minimum: 5 years of experience as a Business Analyst, preferably in wealth management or financial services.
- Strong understanding of wealth management products, client lifecycle, and regulatory environment.
- Proficiency in writing user stories, use cases, and process flows.
- Familiarity with mainframe systems (e.g., COBOL, JCL, DB2) and modern technologies (e.g., APIs, SQL, cloud platforms like GCP or Azure).
- Familiarity with tools such as ServiceNow, Jira, Confluence, Visio, and Agile project management frameworks.
- Excellent communication and stakeholder management skills.
- Experience with platforms such as Global Plus, Charles River, or similar wealth management systems.
- Knowledge of data analytics tools (e.g., BigQuery, Tableau) and data mapping techniques.
- Certifications such as CBAP, PMP, or Agile Product Owner are a plus.
Compensation And Benefits
This position is eligible to earn a base salary in the range of $65,000 to $75,000 annually depending on job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/04/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
- Seniority levelMid-Senior level
- Employment typeFull-time
- Job functionResearch, Analyst, and Information Technology
- IndustriesBanking
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