Wealth Tech Onboarding Analyst

LE0099 Focus Operating, LLC; Clayton (MO); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Financial Partners seeks a highly organized, tech-focused professional to support integrating acquired advisory firms into our standardized wealth technology ecosystem.

You will coordinate onboarding, migrations, and advisor adoption across platforms, acting as the bridge between operations, tech teams, and external partners. This hybrid role is based in St. Louis, MO with three days onsite weekly.

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.

Responsibilities

• Coordinate onboarding of acquired advisory firms into the technology ecosystem.
• Liaise between operations, technology, and external partners.
• Support migration from legacy systems to enterprise platforms.
• Facilitate advisor adoption and training on WealthTech platforms.
• Monitor progress and report status to stakeholders.

Skills

Analytical thinking

Communication

Project coordination

Stakeholder engagement

Time management

Education

Bachelor's degree in Finance/IS/Business Administration/Technology/Economics

Tools

Salesforce

Orion

Addepar

eMoney

MoneyGuide

Holistiplan

DocuSign

Jump AI

VRGL

Quick Forms

Calendly

Job description

Focus Financial Partners seeks a highly organized, tech-focused professional to support integrating acquired advisory firms into our standardized wealth technology ecosystem.

You will coordinate onboarding, migrations, and advisor adoption across platforms, acting as the bridge between operations, tech teams, and external partners. This hybrid role is based in St. Louis, MO with three days onsite weekly.