Onboarding Analyst, Wealth Technology

Focus Financial Partners; St. Louis (MO); Hybrid; USD 100,000 - 120,000; Full time

Job summary

Focus Financial Partners seeks a highly organized, technology-focused professional to join the Wealth Technology team. You will support integration of acquired advisory firms into our standardized tech ecosystem, coordinating onboarding, migration, and advisor adoption of core platforms.

The role sits at the intersection of wealth management and technology, coordinating with operations, tech stakeholders, and external partners to drive smooth transitions and strong advisor experiences.

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 wealth tech platforms including Salesforce, Orion, Addepar, eMoney, MoneyGuide, Holistiplan, DocuSign, Jump AI, VRGL, Quick Forms and Calendly.

Responsibilities

• Coordinate onboarding, migration, and advisor adoption of core wealth management platforms.
• Serve as liaison between operations, technology stakeholders, and external partners to ensure successful integrations.

Skills

Platform analysis

Stakeholder communication

Financial services knowledge

Project coordination

Learning new technologies

Education

Bachelor's degree in Finance, Information Systems, Business Administration, Technology, Economics, or related field

Tools

Salesforce

Orion

Addepar

eMoney

MoneyGuide

Holistiplan

DocuSign

Jump AI

VRGL

Quick Forms

Calendly

Job description

Job Description Summary

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.

Job Description

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 the 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 the ability to evaluate business processes, identify opportunities for improvement, 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 simultaneously 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, artificial intelligence solutions, and evolving business processes.


• Demonstrated customer service mindset focused on responsiveness, professionalism, and relationship management.

This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$120,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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.

EEO Statement

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]

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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.