Practice Analyst

KBW Financial Staffing & Recruiting; Boston (MA); Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

Bonus

Job summary

KBW Financial Staffing & Recruiting is seeking a Wealth Management Technology Analyst in Boston, MA. This hybrid role partners with the Wealth Management and IT teams to align business needs with technology priorities and support initiatives, including AI-enabled workflows and secure data management.

The Analyst will collaborate with attorneys, fiduciary professionals, tax specialists and staff to enhance client service delivery, streamline workflows and manage sensitive client and financial

Qualifications

• Ability to liaise between Wealth Management and IT teams.
• Support client service delivery through technology improvements.
• Familiarity with document management and AI-enabled workflows.

Responsibilities

• Develop understanding of Wealth Management workflows (estate planning, trust, probate, tax, fiduciary services).
• Serve as SME for technology solutions supporting Wealth Management, including document management, client data management, AI adoption and workflow tools.
• Act as primary liaison between Wealth Management Technology and IT, coordinating initiatives and aligning tech strategies.

Skills

IT liaison

stakeholder collaboration

data management

AI adoption

workflow tools

user adoption

training

Tools

iManage

CoPilot

DeepJudge

Claude

Job description

Overview

Wealth Management Technology Analyst — Boston, MA (Hybrid) | Salary: $135,000–$165,000 plus 20% bonus

This role serves as a key liaison between the Wealth Management Technology team and the Firm’s Information Technology department, helping to align business needs, technology priorities, and support initiatives.

The Analyst partners closely with attorneys, fiduciary professionals, tax specialists, business support teams, and IT stakeholders to enhance client service delivery, streamline workflows, and improve the management of sensitive client and financial data.

The Analyst will help support estate planning, trust administration, probate administration, tax compliance, and high-net-worth client service.

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.