Wealth Business Analyst

Business Analyst Wealth Management (InvestNet Program)

Location: Hybrid KeyBank footprint

Cleveland, OH | Albany, NY | Buffalo, NY

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

1. Strong core Business Analyst experience, including gap analysis, requirements documentation, and process flow creation
2. Proven ability to operate in ambiguity, multitask effectively, and proactively solve problems
3. Wealth management domain expertise, with familiarity across wealth products, platforms, or advisor-facing systems
4. Experience working in Agile environments, including hands-on use of tools such as Jira
5. 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