KeyBank · 1 month ago
Senior Business Technology Manager - Wealth Solutions
KeyBank is a leading financial institution, and they are seeking a Senior Business Technology Manager to lead the strategy and delivery of technology solutions for their wealth management business. This role focuses on driving digital transformation, enhancing advisor and client experiences, and ensuring compliance with regulatory requirements.
Banking
Responsibilities
Define and execute a technology roadmap aligned with wealth management objectives, including digital client engagement, portfolio management, and advisor tools
Oversee modernization of legacy systems and integration of WealthTech solutions, ensuring scalability and security
Champion emerging technologies (AI, analytics, APIs) to improve personalization, advisory efficiency, and operational automation
Ensure technology solutions meet wealth management regulatory requirements (FINRA, SEC, etc.) and support risk management frameworks
Partner with business leaders, product managers, and vendors to deliver technology initiatives that enhance client experience and advisor productivity
Drive data strategy for wealth platforms, enabling advanced analytics and reporting for investment performance and client insights
Manage relationships with WealthTech vendors and fintech partners to deliver best-in-class solutions
Qualification
Required
OR equivalent experience (required)
7+ years of relevant experience (required)
Preferred
Bachelor's Degree (preferred)
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-08-28
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