Apply on Employer Site

KeyBank · 1 month ago

Senior Business Technology Manager - Wealth Solutions

Brooklyn, OH

Full-time

Hybrid

Senior Level

$112K/yr - $210K/yr

7+ years exp

KeyBank is a leading financial institution, and they are seeking a Senior Business Technology Manager for their Wealth Solutions team. This role will lead the strategy, delivery, and optimization of technology solutions to enhance advisor and client experiences in wealth management.

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 TransformationRegulatory ComplianceData StrategyWealthTech SolutionsVendor ManagementChange LeadershipClient-Centric MindsetTalent DevelopmentInnovation OrientationCollaboration