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Business Analyst – FIS AddVantage Product (Wealth & Trust Management)

Apolis
  • πŸ‡ΊπŸ‡Έ United States
  • Remote
  • Mid level
  • 1 day ago
  • $55 – $60 / hour
  • Agile
  • Scrum
  • Waterfall
  • SQL
  • SOX
  • SOC2
  • Jira
  • Confluence
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Job Title: Business Analyst – FIS AddVantage Product
Location: Remote – EST
Experience: 10–15 Years
Contract: Long-Term / Potential FTE Conversion within 3–6 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

  • 10–15 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 – FIS AddVantage Product (Wealth & Trust Management) Β· Apolis

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