Wealth Management PM & Analytics Lead

Focus Financial Partners; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits package

401(k)

Job summary

Focus Financial Partners is seeking a Business Analyst to support the IT PMO by analyzing business processes, gathering requirements, and implementing solutions to improve client experience and operational efficiency. You will serve as a bridge between business stakeholders and technology teams, ensuring clear communication and well-defined requirements for project goals.

The role involves refining data delivery, creating Power BI reports, and supporting testing and change management to promote

Qualifications

• Bachelor’s degree in business, management, or a related field.
• Relevant experience in business analysis, preferably within wealth management, financial services, or a related industry.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficiency with Power BI, business analysis and project delivery tools.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Partner with wealth management stakeholders to gather, analyze, and document business requirements for new initiatives and system enhancements.
• Internal analysis for refining data delivery, integration and reporting in Asana, Snowflake, and Power BI.
• Assess current processes, workflows, and data to identify improvement opportunities and recommend practical, scalable solutions.
• Develop business cases, process maps, and functional specifications to support effective project delivery.
• Collaborate with IT teams to translate business needs into technical requirements and support successful implementation.
• Lead user acceptance testing, validate system changes, and confirm that deliverables meet business needs and expectations.
• Design, document and refine Power BI reports from data sources (i.e., Asana, Snowflake, Workday, etc.) to be published in SharePoint.
• Monitor project progress, prepare status updates, and communicate key developments to stakeholders and leadership.
• Support change-management activities, including training and documentation, to promote adoption of new processes and systems.
• Stay current on industry trends, regulatory developments, and best practices in wealth management and business analysis.

Skills

Analytical skills

Communication skills

Stakeholder engagement

Power BI

Project delivery tools

Multi-priority management

Education

Bachelor’s degree in business, management, or related field

Tools

Power BI

Asana

SharePoint

Snowflake

Job description

Focus Financial Partners is seeking a Business Analyst to support the IT PMO by analyzing business processes, gathering requirements, and implementing solutions to improve client experience and operational efficiency. You will serve as a bridge between business stakeholders and technology teams, ensuring clear communication and well-defined requirements for project goals.

The role involves refining data delivery, creating Power BI reports, and supporting testing and change management to promote