Analyst II , Transformation (Wealth Product & Partnerships)
About The Position
As an Analyst II, Transformation (Wealth Product & Partnerships), you will support the execution of strategic initiatives that enhance the FIS Wealth platform through product-aligned partnerships. This role provides exposure to Wealth Management products, partnership strategy, and cross-functional execution, helping ensure that third-party capabilities are effectively aligned to product priorities, client needs, and operational processes. On a day-to-day basis, you will support partnership lifecycle activities, governance processes, and cross-functional coordination across Product, Sales, Client Service, and Professional Services, while building a strong foundation in Wealth domain knowledge and product operations.
Requirements
- Foundational understanding of Wealth Management products, platforms, and workflows, including advisor tools, digital client experiences, and data/reporting
- Strong interest in product management, partnerships, and Wealth domain transformation
- Ability to analyze information and support decisions from a product, client, and operational perspective
- Strong organizational and coordination skills, with the ability to manage multiple workstreams
- Experience working across cross-functional teams including Product, Sales, or Operations
- Strong communication skills with the ability to clearly present information and support stakeholders
- 2–4 years of experience in financial services, fintech, consulting, or related transformation/product support roles
Nice To Haves
- Exposure to Wealth Management concepts such as managed accounts (UMA/SMA), alternatives, or digital advice
- Experience supporting partnerships, vendor management, or product initiatives
- Familiarity with data analysis, reporting tools, or process improvement frameworks
Responsibilities
- Support the end-to-end lifecycle of Wealth partnerships and vendors, including onboarding, tracking, governance, and renewals
- Assist in evaluating partners by applying foundational Wealth product knowledge across advisor workflows, digital platforms, portfolio management, custody, and reporting
- Support the execution of product-aligned partnership initiatives, ensuring alignment with product roadmaps and client needs
- Contribute to efforts that translate partner capabilities into client-facing value propositions and solution enhancements
- Coordinate across cross-functional teams to support sales enablement, client implementations, and ongoing service needs
- Assist in running partnership operations, including: Supporting Sales teams with partnership-related materials and inputs, Coordinating with Professional Services on onboarding and implementation tracking, Partnering with Client Service and Support teams to help monitor performance and adoption
- Support governance activities, including performance tracking, reporting, and preparation of partnership review materials
- Assist in managing contract-related processes, including documentation, approvals, and renewal tracking
- Contribute to vendor risk and compliance processes, including data collection and coordination with Risk and Legal teams
- Conduct research and analysis on Wealth trends, competitive landscape, and potential partnership opportunities
Benefits
- Competitive salary, incentive compensation, and comprehensive benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
