Business Analyst - Wealth Management
Job Summary
Seeking an experienced Business Analyst - Wealth Management, the remote position will focus on supporting the FIS AddVantage platform for Wealth and Trust Management operations, managing client conversions, system configurations, and enhancement initiatives.
Key Responsibilities
- Lead and support client/book-of-business conversions and deconversions on/off the FIS AddVantage platform, including data mapping and reconciliation
- Analyze business requirements and translate them into AddVantage system configuration specifications, ensuring compliance with business rules
- Own the end-to-end change request lifecycle, including intake, impact assessment, and implementation tracking
Required Qualifications
- 10-15 years of experience as a Business Analyst supporting FIS AddVantage or equivalent trust/wealth accounting platforms
- Proven experience in conversions/deconversions, configuration, enhancements, and change request management
- Strong functional knowledge of Wealth Management and Trust Management domains
- Experience writing Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), and test cases
- Hands-on experience with SDLC methodologies (Agile/Scrum and/or Waterfall)
Complete Job Description
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