Business Analyst, Wealth Technology

Focus Financial Partners; St. Louis (MO); On-site; USD 80,000 - 110,000; Full time

Job summary

Focus Financial Partners seeks a Business Analyst, Wealth Technology to define, document, and execute operational and tech projects, with a focus on Salesforce initiatives for advisor and operations teams. This hybrid role requires 3 days on-site in St.

Louis, collaborating with stakeholders, product teams, and engineers to implement effective Salesforce solutions addressing complex business challenges. The role emphasizes gathering requirements, translating needs into user stories, and

Qualifications

• 2+ years in an Information Technology role, focusing on business analysis, solution design, Salesforce support, or CRM enhancement delivery.
• Preferred experience within financial services, wealth management, advisor operations, or related client service workflows.
• Preferred experience with Salesforce, including requirements gathering, testing, user support, reporting, configuration support, or enhancement delivery; experience with Workday or Asana is a plus.
• Ability to translate business needs and user pain points into clear requirements that improve process efficiency and user experience.
• Strong communication and presentation skills.

Responsibilities

• Learn business processes and applications quickly.
• Work independently in a fast-paced setting, prioritizing tasks across projects.
• Support, and at times lead, requirements gathering and design with cross-functional teams.
• Translate advisor and operations team needs into actionable requirements, user stories, acceptance criteria, and process documentation.
• Deliver project artifacts including requirements documents, workflow diagrams, user stories, demos, training guides, and release-readiness materials.
• Enable decision making to remove barriers to implementation.
• Collaborate with advisor, operations, product, and technology teams to identify inefficiencies, recommend improvements, and elevate for management guidance.
• Work with the project team through full lifecycle, supporting project plans, status reporting, issue tracking and closure.
• Support development through functional testing, regression testing, user acceptance testing, and validation of improvements.
• Provide tier-2 support for Salesforce-related questions, issues, products, and processes.

Skills

Salesforce

CRM enhancement delivery

Requirements gathering

User stories

Testing support

Cross-functional collaboration

Communication skills

Education

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

Tools

Workday

Asana

Job description

Position Summary

This Business Analyst, Wealth Technology supports definition, documentation, and execution of operational processes and technology projects across the organization, focusing on Salesforce initiatives for advisor and operations teams. The candidate demonstrates a solution-focused approach, exceptional attention to detail, and strong sense of accountability. The role includes consulting stakeholders, product teams, and platform engineers to ensure effective implementation of Salesforce and related solutions addressing complex business challenges.

This position is hybrid with 3 days/week onsite in St. Louis.

Primary Responsibilities

• Quickly learn business processes and applications.
• Work independently and collaboratively in a fast‑paced setting, prioritizing tasks across potentially multiple projects.
• Support, and at times lead, requirements gathering and design with cross‑functional teams.
• Support development initiatives by translating advisor and operations team needs into actionable requirements, user stories, acceptance criteria, and process documentation.
• Deliver project artifacts including requirements documents, workflow diagrams, user stories, demos, training guides, and release‑readiness materials.
• Enable decision making to remove barriers to implementation.
• Collaborate with advisor, operations, product, and technology teams to identify inefficiencies, recommend improvements, and elevate for management guidance.
• Work closely with the project team through the full project lifecycle, supporting creation of project plan, status reporting, issue tracking and resolution, and project closure.
• Support development through functional testing, regression testing, user acceptance testing, and validation of process and user experience improvements.
• Provide tier‑2 support for Salesforce‑related questions, issues, products, and processes as needed.

Qualifications

• 2+ years in an Information Technology role, focusing on business analysis, solution design, Salesforce support, or CRM enhancement delivery.
• Preferred experience within financial services, wealth management, advisor operations, or related client service workflows.
• Preferred experience with Salesforce, including requirements gathering, testing, user support, reporting, configuration support, or enhancement delivery; experience with Workday or Asana is a plus.
• Ability to translate business needs and user pain points into clear requirements that improve process efficiency and user experience.
• Strong communication and presentation skills.
• Interpersonal skills to effectively collaborate with colleagues and vendors.
• Experience in a 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 $80,000-$110,000. Actual base pay could vary based on experience, subject matter expertise, geographic location, and skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skill set, without regard to 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].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.