Wealth Tech Platform & Product Analyst

LE0099 Focus Operating, LLC; Clayton (MO); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

medical

dental

vision

life insurance

401(k)

Job summary

Focus Financial Partners seeks a Product & Platform Analyst to drive the evolution of enterprise wealth technology platforms. You will work across business, technology, and vendor teams to understand platform usage, identify improvement opportunities, and lead initiatives to completion.

The role requires comfort with ambiguity, a proactive problem-solving mindset, and the ability to translate needs into platform solutions across systems and processes.

Qualifications

• Deep understanding of platform capabilities, configurations, integrations, and dependencies.
• Strong analytical and problem-solving skills even with incomplete data.
• Ability to explain technical concepts to both technical and non-technical stakeholders.
• Comfort with learning new technologies and solving ambiguous problems.
• Experience working across business, technology, and external vendors.

Responsibilities

• Develop a strong working understanding of platforms, including capabilities, configurations, integrations, dependencies, and key business uses.
• Assess how platforms and technology-enabled processes operate today and identify opportunities to simplify, standardize, automate, or improve them.
• Identify gaps and opportunities to improve platform consistency, scalability, efficiency, and alignment with broader technology standards and direction.
• Work with business and technology stakeholders to understand needs, requirements, and constraints and help translate them into platform solutions and next steps.
• Research platform and vendor capabilities, evaluate options, and develop recommendations to support platform decisions and improvements.
• Coordinate with business teams, technology teams, and vendors to address dependencies, resolve issues, and drive work toward completion.
• Support platform implementations, migrations, consolidations, integrations, enhancements, testing, and other initiatives.
• Investigate platform issues and opportunities, gather relevant information, engage the right resources, and help drive resolution.
• Maintain useful documentation of platform configurations, integrations, dependencies, processes, and key decisions.
• Support technology discovery, onboarding, and platform transition activities associated with acquisitions and organizational change.
• Proactively communicate findings, risks, dependencies, recommendations, and next steps to business and technology stakeholders.
• Identify opportunities to improve how platforms integrate with other systems, scale with the needs of the business, and support users effectively.

Skills

Platform knowledge

Analytical thinking

Stakeholder communication

Job description

Focus Financial Partners seeks a Product & Platform Analyst to drive the evolution of enterprise wealth technology platforms. You will work across business, technology, and vendor teams to understand platform usage, identify improvement opportunities, and lead initiatives to completion.

The role requires comfort with ambiguity, a proactive problem-solving mindset, and the ability to translate needs into platform solutions across systems and processes.