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Business Analyst β FIS AddVantage Product (Wealth & Trust Management)
Apolis
- πΊπΈ United States
- Remote
- Mid level
- 1 day ago
- $55 β $60 / hour
- Agile
- Scrum
- Waterfall
- SQL
- SOX
- SOC2
- Jira
- Confluence
1 day ago
Job Title: Business Analyst β FIS AddVantage Product
Location: Remote β EST
Experience: 10β15 Years
Contract: Long-Term / Potential FTE Conversion within 3β6 Months
Must-Have Skills
- StrongFIS AddVantage Product SME experience
- StrongBusiness Analysis experience in Wealth & Trust Management
- Hands-on experience withAddVantage implementations, enhancements, configuration, conversions/deconversions, and change requests
- Strongcustomer/stakeholder-facing experience
Role Overview
We are seeking an experienced Business Analyst with hands-on expertise in theFIS AddVantage platform and strong knowledge ofWealth & Trust Management operations.
The ideal candidate should have experience across the AddVantage product lifecycle, includingconversions/deconversions, system configuration, enhancements, and change request management. The role involves working closely with business stakeholders, technology teams, and FIS support/vendor teams.
Key Responsibilities
- SupportAddVantage conversions and deconversions, including data mapping, reconciliation, testing, and validation.
- Translate business requirements intoAddVantage configuration specifications.
- Support platformconfiguration, enhancements, and change requests.
- CreateBRDs, FSDs, user stories, test cases, and functional documentation.
- Manage UAT, defect tracking, and release activities.
- Own the end-to-endChange Request (CR) lifecycle.
- Coordinate withFIS vendor/support teams for issue resolution and CR delivery.
- Act as theFIS AddVantage SME for Wealth & Trust Management.
- Support production issues, root-cause analysis, and SDLC activities.
- Work with QA, Technology, Operations, Compliance, and business stakeholders.
- Prepare status reports, dashboards, and stakeholder communications.
Required Skills
- 10β15 years of Business Analysis experience withFIS AddVantage or equivalent trust/wealth accounting platforms
- StrongWealth Management & Trust Management domain knowledge
- Experience withtrust accounting, fiduciary operations, account administration, fee billing, tax processing, and reporting
- Experience withconversions/deconversions, configuration, enhancements, and/or CR management
- Strong documentation skills:BRD, FSD, User Stories, Test Cases
- Experience withAgile/Scrum and/or Waterfall
- Strong data mapping, reconciliation, and validation skills
- SQL experience preferred
- Excellent communication and stakeholder management skills
- Experience working withFIS vendor/support teams
Good to Have
- Experience withTrustDesk, Charlotte, GWP, or similar platforms
- Knowledge ofOCC, SOX, SOC1/SOC2 or other trust/fiduciary regulatory frameworks
- Experience withJIRA, Confluence
- Exposure toHP ALM, qTest, Zephyr, or similar test management tools
- Banking, Asset Management, or Private Wealth experience
Business Analyst β FIS AddVantage Product (Wealth & Trust Management) Β· Apolis