Analyst, Wealth Technology

Focus Financial Partners; St. Louis (MO); On-site; USD 85,000 - 105,000; Full time

Job summary

Focus Financial Partners is seeking an Analyst, Wealth Technology to support and lead initiatives across the organization, with a strong focus on CRM data preparation and migration.

The role requires advanced SQL skills, a solid understanding of CRM platforms, and a solution-focused mindset. It offers exposure to multiple business areas and emphasizes accountability and collaborative delivery.

Qualifications

• At least 5 years in IT roles focused on data management, business analysis, or solution design.
• Preferred experience in financial services.
• Experience with Salesforce or other CRM tools.
• Proficient in SQL for data analysis and preparation.
• Advanced Excel capabilities.
• Experience with data analytics platforms (Power BI, Tableau).
• Strong analytical thinking and problem-solving.
• Experience in leading communications and presentations.
• Strong interpersonal and collaborative skills.
• Bachelor’s degree in information systems, business, or a related field.

Responsibilities

• Learn business processes and applications quickly.
• Work independently and in a fast-paced setting, prioritizing multiple projects.
• Interface with platform owners and users to understand processes and data usage.
• Develop data mapping to support conversion from source to target platforms.
• Enable decisions to remove barriers to execution.
• Spot inefficiencies, recommend improvements, and escalate as needed.
• Support full project lifecycle from plan to closure, including status reporting and issue tracking.

Skills

SQL

CRM platforms

Excel advanced

Power BI

Tableau

Data analysis

Communication

Collaboration

Data management

Business analysis

Solution design

Education

Bachelor’s degree in information systems, business, or related field

Tools

Salesforce

Job description

The Analyst, Wealth Technology is responsible for supporting and leading projects across the organization with a strong emphasis on data preparation and migration activities, specifically related to CRM data. This position offers extensive exposure to all areas of Focus Financial and provides valuable insight into the organization's operational framework. The ideal candidate demonstrates advanced capabilities with SQL and data relationships, strong understanding of CRM platforms, a solution-focused approach, exceptional attention to detail, and a strong sense of accountability for assigned tasks and projects. The role involves supporting platform data migrations, consulting with stakeholders, product teams, and platform engineers to ensure the effective implementation of solutions and delivery of projects.

This role is located in St. Louis, MO and will require 3 days/week onsite.

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.
• Works closely with project team through 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.

This position is an exempt position. The annualized base pay range for this role is expected to be between $85,000-105,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus 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.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].