Wealth Technology Data Analyst - CRM & Data Migrations

Focus Financial Partners; St. Louis (MO); On-site; USD 85,000 - 105,000; Full time

Job summary

Focus Financial Partners is seeking an Analyst, Wealth Technology to support and lead initiatives across the organization, with a strong focus on CRM data preparation and migration.

The role requires advanced SQL skills, a solid understanding of CRM platforms, and a solution-focused mindset. It offers exposure to multiple business areas and emphasizes accountability and collaborative delivery.

Qualifications

• At least 5 years in IT roles focused on data management, business analysis, or solution design.
• Preferred experience in financial services.
• Experience with Salesforce or other CRM tools.
• Proficient in SQL for data analysis and preparation.
• Advanced Excel capabilities.
• Experience with data analytics platforms (Power BI, Tableau).
• Strong analytical thinking and problem-solving.
• Experience in leading communications and presentations.
• Strong interpersonal and collaborative skills.
• Bachelor’s degree in information systems, business, or a related field.

Responsibilities

• Learn business processes and applications quickly.
• Work independently and in a fast-paced setting, prioritizing multiple projects.
• Interface with platform owners and users to understand processes and data usage.
• Develop data mapping to support conversion from source to target platforms.
• Enable decisions to remove barriers to execution.
• Spot inefficiencies, recommend improvements, and escalate as needed.
• Support full project lifecycle from plan to closure, including status reporting and issue tracking.

Skills

SQL

CRM platforms

Excel advanced

Power BI

Tableau

Data analysis

Communication

Collaboration

Data management

Business analysis

Solution design

Education

Bachelor’s degree in information systems, business, or related field

Tools

Salesforce

Job description

Focus Financial Partners is seeking an Analyst, Wealth Technology to support and lead initiatives across the organization, with a strong focus on CRM data preparation and migration.

The role requires advanced SQL skills, a solid understanding of CRM platforms, and a solution-focused mindset. It offers exposure to multiple business areas and emphasizes accountability and collaborative delivery.