Job Title: Sr. Business Analyst with Wealth Management domain
Location: Hybrid position and can be in either Cleveland, OH; Columbus, OH or Buffalo NY They must be in the 35- 40 mile footprint of these facilities
Client: KeyBank
Temp to Hire (Start Date: 04-13-2026 - End date: 10-16-2026)
Key Responsibilities
Elicit, analyze, and document functional and non/functional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows).
Translate business problem statements into clear, consumable requirements for technology teams. Perform current/state vs. future/state gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state Own and maintain requirements throughout the SDLC
Must-Have Skills: 1. Core BA competency; Proven experience in gap analysis, business requirement documentation, and process flow creation.
2. Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity. 3. Expertise in the wealth domain, with knowledge of any related product or system. 4. Agile experience, including using tools like Jira to manage user stories. 5. Excellent communication skills
Nice-to-Have: Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet.
SQL proficiency to read and write queries and perform data mapping. Big Query Miro or Draw.io Confluence
Never miss an opportunity! Create an alert based on the job you applied for.