Senior Business Technology Manager - Wealth Solutions jobs in United States
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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

Technology StrategyDigital TransformationWealthTech SolutionsRegulatory ComplianceData StrategyVendor ManagementChange LeadershipClient-Centric MindsetTalent DevelopmentInnovation OrientationCollaboration

Required

OR equivalent experience (required)
7+ years of relevant experience (required)

Preferred

Bachelor's Degree (preferred)

Company

At KeyBank we’ve made a promise to our clients that they will always have a champion in us.

Funding

Current Stage
Late Stage

Leadership Team

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Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
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Holly Santoro
Executive Administrator to the Chairman & CEO
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Company data provided by crunchbase