Senior Business Technology Manager - Wealth Solutions

KeyBank • Brooklyn, OH

3d • $112,000 - $210,000 • Hybrid

About The Position

Lead the strategy, delivery, and optimization of technology solutions that enable our wealth management business. This role focuses on driving digital transformation, enhancing advisor and client experiences, and ensuring robust, compliant platforms for investment and advisory services.

Requirements

• Bachelor's Degree (preferred) OR equivalent experience (required)
• 7+ years of relevant experience (required)
• Strategic Influence: Ability to articulate technology vision and influence senior stakeholders across business and IT.
• Change Leadership: Drive adoption of new platforms and processes, fostering a culture of innovation and agility.
• Collaboration & Communication: Build strong partnerships with advisors, operations, compliance, and technology teams to deliver integrated solutions.
• Client-Centric Mindset: Prioritize solutions that enhance advisor productivity and client experience.
• Decision-Making Under Ambiguity: Navigate complex regulatory and business environments with sound judgment and risk awareness.
• Talent Development: Mentor and develop team members, promoting continuous learning and technical excellence.
• Innovation Orientation: Stay ahead of WealthTech trends and proactively introduce emerging technologies that create competitive advantage.
• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Responsibilities

• Technology Strategy & Roadmap: Define and execute a technology roadmap aligned with wealth management objectives, including digital client engagement, portfolio management, and advisor tools.
• Platform Modernization: Oversee modernization of legacy systems and integration of WealthTech solutions, ensuring scalability and security.
• Innovation & Digital Enablement: Champion emerging technologies (AI, analytics, APIs) to improve personalization, advisory efficiency, and operational automation.
• Regulatory Compliance: Ensure technology solutions meet wealth management regulatory requirements (FINRA, SEC, etc.) and support risk management frameworks.
• Stakeholder Collaboration: Partner with business leaders, product managers, and vendors to deliver technology initiatives that enhance client experience and advisor productivity.
• Data & Insights: Drive data strategy for wealth platforms, enabling advanced analytics and reporting for investment performance and client insights.
• Vendor & Ecosystem Management: Manage relationships with WealthTech vendors and fintech partners to deliver best-in-class solutions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees