Wealth Tech Data Analyst: CRM & SQL Migrations (Onsite)

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

Job summary

Focus Financial Partners in St. Louis, MO is seeking an Analyst, Wealth Technology to support and lead projects with a strong focus on CRM data preparation and migration activities. The role emphasizes SQL, data relationships, and CRM platforms, with accountability for tasks and project delivery.

This exempt position requires 3 days/week onsite in St. Louis, MO, offering exposure to Focus Financial’s operations and collaboration with stakeholders, product teams, and engineers to implement

Qualifications

• 5+ years in an IT 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.
• Experience with analytical thinking and problem-solving.
• Experience with data analytics platforms (Power BI, Tableau).
• Experience leading communications and presentations.
• Interpersonal skills to collaborate with colleagues and vendors.
• Bachelor’s degree in information systems, business, or related field.

Responsibilities

• Quickly learn business processes and applications.
• Work independently and collaboratively in a fast-paced setting, prioritizing tasks for multiple projects.
• Interface with platform owners and users to understand processes and data usage.
• Develop data mapping work products for converting from source to target platforms.
• Enable decision making to remove barriers to execution.
• Collaborate to spot inefficiencies and propose improvements.
• Work with the project team through full lifecycle including plan, status, issues, and closure.

Skills

SQL for data analysis

CRM platforms knowledge

Stakeholder consulting

Attention to detail

Accountability

Data migration support

Education

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

Tools

Salesforce

Power BI

Tableau

Excel

Job description

Focus Financial Partners in St. Louis, MO is seeking an Analyst, Wealth Technology to support and lead projects with a strong focus on CRM data preparation and migration activities. The role emphasizes SQL, data relationships, and CRM platforms, with accountability for tasks and project delivery.

This exempt position requires 3 days/week onsite in St. Louis, MO, offering exposure to Focus Financial’s operations and collaboration with stakeholders, product teams, and engineers to implement