Analyst, Wealth Technology

Position Summary

The Analyst, Wealth Technology supports and leads projects across the organization with a focus on data preparation and migration activities, particularly related to CRM data. This role offers extensive exposure to all areas of Focus Financial and provides valuable insights into the organization's operational framework.

Primary Responsibilities

• Quickly learn business processes and applications.
• Work independently and collaboratively in a fast-paced setting, prioritizing tasks for potentially multiple projects.
• Interface with platform owners and users to develop a deep understanding of processes and data usage in both legacy and future-state applications.
• Develop data mapping work products for supporting the conversion from source to target platforms.
• Enable decision making to remove barriers to execution.
• Collaborate to spot inefficiencies, recommend improvements, and escalate for management guidance.
• Work closely with project team throughout the full project lifecycle, supporting creation of project plan, status reporting, issue tracking and resolution, and project closure.

Qualifications

• 5+ years in an Information Technology role, focusing on data management, business analysis, or solution design.
• PREFERRED: Experience within financial services.
• PREFERRED: Experience with Salesforce or other CRM tools.
• Experience with SQL for data analysis and preparation.
• Experience with advanced Excel functionality and capabilities.
• Experience with analytical thinking and problem-solving.
• Experience with data analytics platforms (i.e., PowerBI, Tableau, etc.).
• Experience leading communications and presentations.
• Interpersonal skills to effectively collaborate with colleagues and vendors.
• Experience in collaborative team-based work environment.
• Bachelor’s degree in information systems, Business, or a related field.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Benefits

• Comprehensive benefits package, including medical, dental, vision, life, and 401(k).
• Annual cash bonus.

Pay & Schedule

• Base Salary Compensation Range: $85,000 - $105,000 annually.
• Location: St. Louis, MO.
• Schedule: 3 days/week onsite.

Equal Opportunity Employer

Focus Financial Partners is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.