Wealth Tech Onboarding & Integration Analyst

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

Focus Partners Wealth in St. Louis seeks an Onboarding Analyst for Wealth Technology to drive the integration of acquired advisory firms into our standardized technology ecosystem.

You will coordinate onboarding, migration, and advisor adoption while collaborating with operations, technology, and external partners. The role blends project coordination with platform analysis and business process evaluation, offering exposure to leading wealth-management platforms in a hybrid work setting with 3

Qualifications

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

Responsibilities

• Coordinate onboarding, migration, and advisor adoption across core wealth platforms.
• Support integration of acquired advisory firms into standardized technology ecosystem.
• Act as liaison between operations, technology stakeholders, and external partners.
• Assist with evolving business processes and technology adoption.

Skills

Communication

Project coordination

Problem solving

Time management

Customer service mindset

Education

Bachelor's degree in Finance

Tools

Salesforce

Orion

Addepar

eMoney

MoneyGuide

Holistiplan

DocuSign

Jump AI

VRGL

Quick Forms

Calendly

Job description

Focus Partners Wealth in St. Louis seeks an Onboarding Analyst for Wealth Technology to drive the integration of acquired advisory firms into our standardized technology ecosystem.

You will coordinate onboarding, migration, and advisor adoption while collaborating with operations, technology, and external partners. The role blends project coordination with platform analysis and business process evaluation, offering exposure to leading wealth-management platforms in a hybrid work setting with 3