Business Analyst – FIS AddVantage Product; Wealth & Trust Management

• FIS Add Vantage Product SME
• Business Analyst
  - Domain
  - Wealth & Trust
• Skills
  - Customer Facing, Add Vantage Product Implementation, Enhancements, etc.
• Pls Refer the JD.

10 – 15 Years

We are seeking an experienced Business Analyst with hands‑on expertise in the FIS Add Vantage platform to support Wealth and Trust Management operations. The ideal candidate will have strong domain knowledge of trust accounting, wealth management workflows, and demonstrated experience across the full Add Vantage product lifecycle — including conversions/deconversions, system configuration, enhancements, and change request management. This role requires close collaboration with business stakeholders, technology teams, and FIS support/vendor teams to ensure the platform meets evolving business needs.

• Lead and support client/book-of-business conversions and deconversions on/off the FIS Add Vantage platform, including data mapping, gap analysis, and reconciliation.
• Coordinate with source and target system teams to define data conversion rules, mapping templates, and validation criteria.
• Develop and execute test plans for conversion cycles (mock conversions, parallel testing, dress rehearsals) and manage defect triage.
• Document conversion runbooks, cutover plans, rollback strategies, and post-conversion sign-off procedures.

• Analyze business requirements and translate them into Add Vantage system configuration specifications (account types, fee schedules, product codes, tax lot rules, statement/reporting parameters, workflow rules, etc.).
• Configure and maintain platform parameters in line with trust and wealth management business rules and regulatory requirements.
• Perform configuration impact analysis prior to implementing changes in production environments.

• Gather, analyze, and document business requirements for platform enhancements from Wealth/Trust operations, Compliance, and Relationship Management teams.
• Prepare Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), and user stories for enhancement initiatives.
• Partner with FIS product teams and internal IT to prioritize, scope, and validate enhancement requests.
• Support UAT (User Acceptance Testing) for enhancement releases, including test case creation and defect management.

• Own the end-to-end change request lifecycle — intake, impact assessment, prioritization, approval, implementation tracking, and closure.
• Liaise with FIS vendor teams for CR submission, status tracking, and resolution.
• Maintain CR logs, traceability matrices, and audit documentation in line with governance and compliance standards.
• Support change advisory board (CAB) discussions and release management activities.

• Act as the subject matter expert (SME) for FIS Add Vantage functionality within the Wealth and Trust Management domain.
• Collaborate with QA, technology, and operations teams to ensure smooth SDLC delivery (Agile/Waterfall as applicable).
• Support production issue triage and root‑cause analysis related to Add Vantage functionality.
• Ensure all deliverables adhere to regulatory, audit, and internal control requirements relevant to trust and fiduciary business.
• Prepare status reports, dashboards, and stakeholder communications.

• 10–15 years of experience as a Business Analyst supporting FIS Add Vantage (or equivalent trust/wealth accounting platforms).
• Proven experience in at least two of the following: conversions/deconversions, configuration, enhancements, change request management.
• Strong functional knowledge of Wealth Management and Trust Management domains — trust accounting,…