Key Wealth Systems Team Lead

Location:

Job Summary

This role will be expected to be working with Wealth leadership team delegates and partners across the enterprise in a highly collaborative manner in relation to the day-to-day management of Wealth systems. Scope of responsibilities will include creation/ownership of a system administration governance process release management oversight (for assigned systems) system release quality assurance future-ready planning and oversight and management of assigned employees and/or contractors. Additional responsibilities as assigned.

Job Description

The Wealth Systems Administrator Team Lead role within Key Wealth Management is primarily responsible for overseeing system administrators assigned to a group of systems used by Key Wealth Management employees to run the business. This role will ensure smooth day-to-day management of the team. This leader is responsible for building out a framework to effectively manage several systems with a small group of administrators. Responsible for implementing KPIs to measure the success of the team. Framework will include schedules to support functions that require off-hours work evenings and weekends.

This role will also need to be hands-on performing the work of system administrators from time to time as well. This will include partnering with internal constituents across all of KeyBank including but not limited to field/branch roles trading desks technology operations compliance risk addition this role must build and maintain strong partnerships with the banks third-party vendors. This role is critical to ongoing system upgrades maintenance releases code changes. This role is accountable for supporting the designated product owner(s) in delivering ongoing releases for the applicable system(s) and application(s). Monitor manage and in some cases conduct testing and validation of code in lower environments (quality assurance testing) assisting with deployment of code releases and partnering with change management to ensure user constituents learn of and adapt to changes.

Responsibilities

• Manage a small number of system administrators as assigned
• Oversee and participate in quality assurance testing
• Troubleshoot and resolve issues that may arise partnering with Key Technology and Operations as required to report and resolve issues
• Possess expert-level knowledge on Key Wealth workflows per applicable application system and/or platform and be able to proactively anticipate issues before they arise
• Ensure customers and internal/external users are onboarded successfully onto applications systems platforms
• Oversee the integration of new applications and systems into the existing Key Wealth technology environment; must partner with Key Technology and Operations for all facets of this activity
• Ensure materials are developed that cover system environments modernization and share best practices with the teams and user bases
• Work closely with Key Wealth Compliance Operations (front/middle/back) Finance and Risk Management teams to ensure best practices are adhered to
• Parter with third party vendor firms to ensure all governance risk and compliance activities are managed to regulatory standards; includes learning and embracing the use of KeyBanks enterprise GRC system
• Perform vendor management activities in and around the GRC system including risk and controls oversight administration
• Responsible for business continuity planning related to assigned applications and systems
• Ensure that Key Wealth Systems comply with relevant regulations and standards. This includes maintaining accurate documentation of system configurations changes and procedures.
• Work closely with other KeyBank teams including corporate procurement legal and technology roles like network administrators developers security specialists to ensure seamless integration and operation of systems.
• Performs other duties as assigned; duties responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Comply with all KeyBank policies and procedures including without limitation always acting professionally conducting business ethically avoiding conflicts of interest and acting in the best interests of Keys clients and Key.

Education Qualifications

• Bachelors Degree Undergraduate Degree in Business (Accounting Finance Business Admin Economics etc.) (required)
• Masters or other advanced degrees are a plus

Experience Qualifications

• A minimum of 1 year of leadership people-management experience
• Strong understanding of wealth management businesses: system usage connectivity and workflow; system configuration and administration; system modernization workflow design and changes; operations and regulatory reporting requirements (required)
• Quantitative mindset understands issue resolution and can filter/adapt information to differing roles (required)
• Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment (required)
• Knowledge of onboarding customers and internal/external users into the existing environment (required)
• Exceptional critical thinking and problem-solving ability (required)
• Hands-on experience with system support techniques data analysis and coding (required)
• A minimum of 7 years of system end user application support operational processing and data coding experience within a financial institution or equivalent experience (preferred)
• FINRA licensing (not required)

Personal Skills

• Leadership skills
• Managerial courage
• Employee advocacy
• This role requires an individual with a strong sense of accountability and expertise to ensure that front office systems processes data management and customer/advisor connectivity are properly implemented and maintained and reporting critical business processes and regulatory issues are resolved in a timely manner. The individual must partner with business and partner leaders to ensure success and to react to business changes accordingly.
• Must be a self-starter with ability to build working relationships and ability to work effectively with various office locations
• Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends
• Assist with attracting a quality workforce i.e. recruiting activities as assigned
• Maintain required licensing (if applicable)
• Demonstrate the Key Values: Teamwork Respect Accountability Integrity and Leadership.
• Decision Making: The ability to seek input from various sources and communicate decisions confidently and resolutely while remaining steadfast in championing decisions that later come under scrutiny

Practical Skills

Data Analysis: Identifies correlations that reveal trends and determine conditions often with disparate data sets; Evaluates the quality of data collected and the effectiveness of data analysis methods for evaluating performance

Core Competencies

All KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies.

COMPENSATION AND BENEFITS

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

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

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

#LI-Remote