Business Analyst, Wealth Technology

Position Summary

The Business Analyst Wealth Technology is responsible for supporting the definition documentation and execution of operational business processes and technology projects across the organization with a primary focus on Salesforce initiatives for advisor and operations teams. The ideal candidate demonstrates a solution-focused approach exceptional attention to detail and a strong sense of accountability for assigned tasks and projects. The role involves consulting with stakeholders product teams and platform engineers to ensure the effective implementation of Salesforce and related technology solutions addressing complex business challenges.

This position is hybrid with 3 days/week onsite in St. Louis

Primary Responsibilities

• Quickly learn business processes and applications.
• Work independently and collaboratively in a fast-paced setting prioritizing tasks for potentially multiple projects.
• Support and at times lead requirements gathering and design with cross-functional teams.
• Support development initiatives by translating advisor and operations team needs into actionable requirements user stories acceptance criteria and process documentation.
• Deliver project artifacts including requirements documents workflow diagrams user stories demos training guides and release-readiness materials.
• Enable decision making to remove barriers to implementation.
• Collaborate with advisor operations product and technology teams to identify inefficiencies recommend improvements and escalate for management guidance.
• Works closely with project team through full project lifecycle supporting creation of project plan status reporting issue tracking and resolution and project closure.
• Support development through functional testing regression testing user acceptance testing and validation of process and user experience improvements.
• Provide tier-2 support for Salesforce-related questions issues products and processes as needed.

Qualifications

• 2 years in an Information Technology role focusing on business analysis solution design Salesforce support or CRM enhancement delivery.
• Preferred experience within financial services wealth management advisor operations or related client service workflows.
• Preferred experience with Salesforce including requirements gathering testing user support reporting configuration support or enhancement delivery; experience with Workday or Asana is a plus.
• Ability to translate business needs and user pain points into clear requirements that improve process efficiency and user experience.
• Strong communication and presentation skills
• Interpersonal skills to effectively collaborate with colleagues and vendors.
• Experience in collaborative team-based work environment.
• Bachelors degree in information systems Business or a related field.

This position is an exempt position. The annualized base pay range for this role is expected to be between$80000-$110000. Actual base pay could vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.