Wealth Business Analyst

Job#: 3027741

Job Description:

Job Title

Business Analyst - Wealth Management (InvestNet Program)

Location

Hybrid - KeyBank footprint

Cleveland, OH | Albany, NY | Buffalo, NY

Engagement Details

• Openings: 2
• Start Date: April 13, 2026
• End Date: October 16, 2026
• Contract Type: Contract (6 months, potential of extension based on performance and funding)

Project Overview

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.

Program Drivers

• Modernize the wealth advisor experience and the broader digital wealth platform
• Capitalize on increased executive visibility and funding for wealth technology
• Support Phase 2 delivery of the InvestNet platform integration through strong requirements ownership and documentation

Why KeyBank Needs This Role

This phase of the program includes a platform conversion, new digital capabilities, and enhancements to advisor workflows. Business Analysts will be responsible for gathering requirements from scratch, spanning data, digital, and advisor experience needs.

The project is expected to last at least one year, with the initial contract structured as a six-month block. If execution is strong, additional funding and extensions are highly likely. While the target is to hit the ground running in January, there is a possibility the contract may be signed earlier.

Note: No candidates can be formally engaged until the contract is fully signed.

Key Responsibilities

• 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

Must-Have Skills

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 Skills

• 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

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.