Wealth Tech Onboarding Specialist

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

Job summary

Focus Financial Partners seeks a highly organized, technology-focused professional to join the Wealth Technology team. You will support integration of acquired advisory firms into our standardized tech ecosystem, coordinating onboarding, migration, and advisor adoption of core platforms.

The role sits at the intersection of wealth management and technology, coordinating with operations, tech stakeholders, and external partners to drive smooth transitions and strong advisor experiences.

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 ability to quickly learn key wealth tech platforms including Salesforce, Orion, Addepar, eMoney, MoneyGuide, Holistiplan, DocuSign, Jump AI, VRGL, Quick Forms and Calendly.

Responsibilities

• Coordinate onboarding, migration, and advisor adoption of core wealth management platforms.
• Serve as liaison between operations, technology stakeholders, and external partners to ensure successful integrations.

Skills

Platform analysis

Stakeholder communication

Financial services knowledge

Project coordination

Learning new technologies

Education

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

Tools

Salesforce

Orion

Addepar

eMoney

MoneyGuide

Holistiplan

DocuSign

Jump AI

VRGL

Quick Forms

Calendly

Job description

Focus Financial Partners seeks a highly organized, technology-focused professional to join the Wealth Technology team. You will support integration of acquired advisory firms into our standardized tech ecosystem, coordinating onboarding, migration, and advisor adoption of core platforms.

The role sits at the intersection of wealth management and technology, coordinating with operations, tech stakeholders, and external partners to drive smooth transitions and strong advisor experiences.