Onboarding Analyst, Wealth Technology

About the role

We are seeking a highly organized, technology-focused professional to join our Wealth Technology team and support the integration of newly acquired financial advisory firms into our standardized technology ecosystem. This role serves as a key liaison between operations teams, technology stakeholders, and external partners to ensure successful onboarding, migration, and advisor adoption of core wealth management platforms. The ideal candidate is an outstanding communicator who enjoys working with people, solving problems, and learning new technologies. This position combines project coordination, platform analysis, business process evaluation, and stakeholder engagement to help firms transition from legacy systems to enterprise solutions. This role offers a unique opportunity to sit at the intersection of wealth management, technology, and business transformation. The position will play a critical role in integrating advisory firms, improving advisor experiences, and helping shape the future of a rapidly growing organization while gaining exposure to industry-leading platforms and technologies. This is a hybrid role with 3 days/week onsite in St. Louis, MO.

Responsibilities

• Serve as a key liaison between operations teams, technology stakeholders, and external partners.
• Ensure successful onboarding, migration, and advisor adoption of core wealth management platforms.
• Coordinate projects, analyze platforms, evaluate business processes, and engage stakeholders.
• Help firms transition from legacy systems to enterprise solutions.
• Improve advisor experiences and shape the future of the organization.
• Gain exposure to industry-leading platforms and technologies.

Qualifications

• Bachelor's degree in Finance, Information Systems, Business Administration, Technology, Economics, or a related field.
• 2+ years of experience in financial services, wealth management, financial planning, business analysis, financial technology, operations, or a related role.
• Working knowledge of, or ability to quickly learn, key industry platforms including Salesforce, Orion, Addepar, eMoney, MoneyGuide, Holistiplan, DocuSign, Jump AI, VRGL, Quick Forms, and Calendly.
• Strong analytical and problem‑solving skills with ability to evaluate business processes, identify improvement opportunities, and recommend effective solutions.
• Understanding of wealth management operations, financial planning concepts, investment account structures, and client service processes preferred.
• Ability to manage multiple priorities while maintaining exceptional attention to detail, accuracy, and quality.
• Experience documenting business requirements, workflows, procedures, and operational processes.
• Strong organizational, project coordination, and time management skills in a fast‑paced environment.
• Comfortable learning and adopting new technologies, automation tools, AI solutions, and evolving business processes.
• Demonstrated customer service mindset focused on responsiveness, professionalism, and relationship management.

Skills

• Communication and stakeholder engagement.
• Project coordination and time management.
• Analytical and problem‑solving.
• Technical aptitude with wealth‑management platforms.
• Customer‑service orientation.

Pay

The annualized base pay range for this role is expected to be between $100,000‑$120,000. Actual base pay may vary based on experience, subject‑matter expertise, geographic location, and skill set. Base pay is one component of the total compensation package, which may include an annual cash bonus.

Benefits

• Medical, dental, and vision insurance.
• Life insurance.
• 401(k) plan.

Schedule

Hybrid role: 3 days per week onsite in St. Louis, MO.