GIS Team Member - GISTM

Ipolarity LLC
  • Atlanta, GA
  • Remote
  • Instant Apply
12 days ago

Job Description

Business Analyst FIS AddVantage Product (Wealth & Trust Management)
Location - Remote EST
Max SBR: ####
Goal is to convert to FTE within 3 - 6 months

Must Have's:
1. FIS AddVantage Product SME

2. Business Analyst - Domain - Wealth & Trust

3. Skills - Customer Facing, AddVantage Product Implementation, Enhancements, etc.,
Pls Refer the JD.

Experience Required
10 15 Years

About the Role
We are seeking an experienced Business Analyst with hands-on expertise in the FIS AddVantage 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 AddVantage 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.
Key Responsibilities
Conversion / Deconversion
Lead and support client/book-of-business conversions and deconversions on/off the FIS AddVantage 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.
Configuration
Analyze business requirements and translate them into AddVantage 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.
Enhancements
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.
Change Request (CR) 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.
General / Cross-Functional
Act as the subject matter expert (SME) for FIS AddVantage 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 AddVantage 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.
Required Skills & Experience
10 15 years of experience as a Business Analyst supporting FIS AddVantage (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, fiduciary operations, account administration, fee billing, tax processing, and reporting.
Experience writing BRDs, FSDs, user stories, and test cases.
Hands-on experience with SDLC methodologies (Agile/Scrum and/or Waterfall).
Strong data analysis skills mapping, reconciliation, and validation, particularly for conversion projects.
Experience with SQL for data analysis/validation (preferred).
Excellent stakeholder management, communication, and documentation skills.
Experience coordinating with FIS vendor support teams for issue resolution and CR delivery.
Preferred / Good to Have
Prior experience with core banking or trust platforms beyond AddVantage (e.g., TrustDesk, Charlotte, GWP, or similar).
Knowledge of regulatory/compliance frameworks applicable to trust and fiduciary businesses (e.g., OCC regulations, SOX, SOC1/SOC2).
Experience with JIRA, Confluence, or similar tools for requirement and CR tracking.
Exposure to test management tools (HP ALM, qTest, Zephyr, etc.).
Prior experience in banking, asset management, or private wealth firms.

Numbers & Facts

LocationAtlanta, GA (
Remote
)

Skills

  • Acceptance Testingunmatched
  • Accountingunmatched
  • Agile Programming Methodologiesunmatched
  • Analysis Skillsunmatched
  • Asset Managementunmatched
  • Atlassian JIRAunmatched
  • Banking Servicesunmatched
  • Billingunmatched
  • Bookkeepingunmatched
  • Bug Tracking/Defect Managementunmatched
  • Business Analysisunmatched
  • Business Supportunmatched
  • Change Order Managementunmatched
  • Change Requests/Ordersunmatched
  • Cross-Functionalunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Data Analysisunmatched
  • Data Mappingunmatched
  • Data Qualityunmatched
  • Documentationunmatched
  • Establish Prioritiesunmatched
  • Fee Scheduleunmatched
  • Fiduciaryunmatched
  • Gap Analysisunmatched
  • Geographic Information Systems (GIS)unmatched
  • Hewlett-Packard Product Familyunmatched
  • Internal Auditunmatched
  • Problem Solving Skillsunmatched
  • Product Lifecycleunmatched
  • Production Supportunmatched
  • Production Systemsunmatched
  • Quality Assuranceunmatched
  • Reconciliationunmatched
  • Regulationsunmatched
  • Regulatory Complianceunmatched
  • Regulatory Requirementsunmatched
  • Release Management/Engineeringunmatched
  • Reporting Dashboardsunmatched
  • Reporting Skillsunmatched
  • Requirements Managementunmatched
  • Root Cause Analysisunmatched
  • SQL (Structured Query Language)unmatched
  • Scrum Project Management and Software Developmentunmatched
  • Software Development Lifecycle (SDLC)unmatched
  • Status Reportsunmatched
  • Systems Administration/Managementunmatched
  • Tax Reportingunmatched
  • Technical Operationsunmatched
  • Test Caseunmatched
  • Test Plan/Scheduleunmatched
  • Test Toolsunmatched
  • Testingunmatched
  • Traceabilityunmatched
  • Waterfall Model of Software Developmentunmatched
  • Wealth Managementunmatched

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