Practice Analyst

Responsibilities

• Develop a strong understanding of Wealth Management legal workflows, including estate planning, trust administration, probate administration, tax preparation, and fiduciary services.
• Serve as a subject matter resource for technology solutions supporting the Wealth Management practice, including document management, client data management, AI adoption and workflow tools.
• Serve as a primary liaison between the Wealth Management Technology team and the Firm's Information Technology department, coordinating technology initiatives, communicating business requirements, escalating issues, and helping ensure alignment of practice-specific and firmwide technology strategies.
• Act as an expert on the end-user experience for firmwide and Wealth Management-specific applications.
• Collaborate with attorneys and staff to identify opportunities to improve efficiency, identify technology requirements and enhance client service.
• Champion user adoption, engagement, and best practices across iManage and other key Wealth Management and Firmwide technology applications, including AI, workflow, and productivity tools.
• Champion user adoption, engagement and best practices related to the document management system.
• Provide day-to-day troubleshooting, support of and training on the document management system.
• Support CoPilot, DeepJudge and Claude use cases.

Qualifications

• Bachelor’s degree in Computer Science, Information Systems, or a related field.
• Minimum of 5 years of experience in a technology role within a financial services firm, with a focus on wealth management or legal technology.
• Experience with document management systems, workflow tools, and AI technologies.
• Strong understanding of estate planning, trust administration, probate administration, tax compliance, and high-net-worth client service.
• Excellent communication and interpersonal skills, with the ability to work effectively with attorneys, fiduciary professionals, tax specialists, business support teams, and IT stakeholders.
• Ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines.