Wealth Tech: Project Manager & Business Analyst

LE0099 Focus Operating, LLC; Clayton (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Focus Financial Partners is seeking a Business Analyst to support the FFP IT PMO by analyzing business processes, gathering requirements, and delivering scalable solutions across data delivery, reporting, and integration platforms.

The role collaborates with wealth management and IT teams to translate business needs into technical specs, lead UAT, and drive adoption through training and documentation. Strong communication and multi-priority management are essential.

Qualifications

• Bachelor’s degree in business, management, or related field.
• 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.
• Perform internal analysis to refine data delivery, integration and reporting in Asana, Snowflake, and Power BI.
• Assess current processes, workflows, and data to identify improvement opportunities and recommend scalable solutions.
• Develop business cases, process maps, and functional specifications to support project delivery.
• Collaborate with IT teams to translate business needs into technical requirements and support implementation.
• Lead user acceptance testing, validate system changes, and ensure deliverables meet business needs.
• Design, document and refine Power BI reports to publish in SharePoint.
• Monitor project progress, prepare status updates, and communicate key developments to stakeholders.
• Support change-management activities, including training and documentation.

Skills

Analytical skills

Communication skills

Organizational skills

Problem-solving

Education

Bachelor's degree in business

Tools

Power BI

Asana

Snowflake

SharePoint

Workday

Job description

Focus Financial Partners is seeking a Business Analyst to support the FFP IT PMO by analyzing business processes, gathering requirements, and delivering scalable solutions across data delivery, reporting, and integration platforms.

The role collaborates with wealth management and IT teams to translate business needs into technical specs, lead UAT, and drive adoption through training and documentation. Strong communication and multi-priority management are essential.