Wealth Business Analyst

Business Analyst (Ba) Responsibilities

Support the Investnet Product Team

Work directly with the business to maintain and enhance the Investnet application.

Participate in day-to-day operations including bug triage, feature development, and application support.

Problem Solving & Solution Discovery

Must be strong problem solvers who can proactively dig for solutions.

Soft skills are emphasizedespecially the ability to think critically and independently.

Integration Experience (Preferred)

Experience with Investnet integration is a major plus.

Candidates with prior exposure to Investnet will be prioritized.

Wealth experience is a plus

Collaboration & Communication

Expected to work closely with existing team members to align with current standards and expectations.

Should be capable of functioning within a squad model, collaborating with developers, scrum masters, and other roles.

Technical Environment

While not explicitly technical, familiarity with the surrounding tech stack (e.g., JavaScript / React for developers) may be beneficial.

No specific tools or platforms were mandated, but adaptability is key.

Experience Level

Target range is 35 years of experience.

However, candidates with significantly more experience (e.g., 20 years at KeyBank) may still be considered if they fit the role and budget.

Location Preferences

Preference for Cleveland, but Albany, NY is acceptable due to existing team presence.

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 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.