Wealth Tech Project Manager & BI Analyst

Focus Financial Partners; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Annual cash bonus

Job summary

Focus Financial Partners is seeking a Business Analyst to support its IT PMO by analyzing business processes, documenting requirements, and ensuring clear communication between stakeholders and technology teams. You will gather requirements for new initiatives, refine data delivery and reporting in Asana, Snowflake, and Power BI, and lead user acceptance testing to confirm solutions meet business needs.

This exempt role offers a competitive base salary, comprehensive benefits, and opportunities

Qualifications

• Bachelor’s degree in business, management, or a related field.
• Relevant experience in business analysis, preferably within wealth management or financial services.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficiency with Power BI, business analysis and project delivery tools.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Partner with wealth management stakeholders to gather, analyze, and document business requirements for new initiatives and system enhancements.
• Internal analysis for refining data delivery, integration and reporting in Asana, Snowflake, and Power BI.
• Assess current processes, workflows, and data to identify improvement opportunities and recommend practical, scalable solutions.
• Develop business cases, process maps, and functional specifications to support effective project delivery.
• Collaborate with IT teams to translate business needs into technical requirements and support successful implementation.
• Lead user acceptance testing, validate system changes, and confirm that deliverables meet business needs and expectations.
• Design, document and refine Power BI reports from data sources (i.e., Asana, Snowflake, Workday, etc.) to be published in SharePoint.
• Monitor project progress, prepare status updates, and communicate key developments to stakeholders and leadership.
• Support change-management activities, including training and documentation, to promote adoption of new processes and systems.
• Stay current on industry trends, regulatory developments, and best practices in wealth management and business analysis.

Skills

Analytical thinking

Communication skills

Organizational skills

Problem solving

Education

Bachelor's degree in business/management

Tools

Power BI

Asana

SharePoint

Snowflake

Workday

Job description

Focus Financial Partners is seeking a Business Analyst to support its IT PMO by analyzing business processes, documenting requirements, and ensuring clear communication between stakeholders and technology teams. You will gather requirements for new initiatives, refine data delivery and reporting in Asana, Snowflake, and Power BI, and lead user acceptance testing to confirm solutions meet business needs.

This exempt role offers a competitive base salary, comprehensive benefits, and opportunities