Senior Business Technology Manager - Wealth Solutions

Location: 4910 Tiedeman Road, Brooklyn Ohio

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.

• 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 Wealth Tech 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 Wealth Tech vendors and fintech partners to deliver best‑in‑class solutions.

• Digital Adoption:
  • % increase in advisor adoption of new platforms
  • % increase in client engagement through digital channels (mobile/web).
• Platform Performance:
  • System uptime and reliability (target: 99.9%).
  • Reduction in platform latency and transaction processing time.
• Innovation Impact:
  • Number of new digital capabilities deployed annually (e.g., AI-driven insights).
  • % improvement in operational efficiency through automation.
• Regulatory & Risk Compliance:
  • Zero critical compliance breaches related to technology.
  • Timely completion of all regulatory audits and technology risk assessments.
• Client
  
  Experience:
  
  
  • Increase in Net Promoter Score (NPS) for digital wealth platforms.
  • Reduction in client onboarding time via technology enhancements.
• Cost Efficiency:
  • % reduction in technology operating costs through modernization and vendor optimization.

• 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 Wealth Tech trends and proactively introduce emerging technologies that create competitive advantage.

• Bachelor's Degree (preferred)
• OR equivalent experience (required)

• 7+ years of relevant experience (required)

• All Key Bank 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.

• Hybrid (3+ days)

This position is eligible to earn a base salary in the range of $ - $ annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.

Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.

Please  for a list of benefits for which this position is eligible.

Key has implemented an approach to employee work spaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 01/21/2026

Key Corp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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