Integration Data Analyst

Position Summary

The Integration Data Analyst is a key member of the Onboarding & Integration team responsible for supporting the successful transition of newly onboarded Focus offices onto core operating platforms and integration processes. This provides critical data analysis validation reconciliation reporting and operational coordination in support of performance billing and related system conversion activities. With a strong emphasis on accuracy consistency and issue resolution the Data Analyst helps ensure reliable data outcomes and smooth experience for internal stakeholders and newly integrated offices.

Working closely with the Managing Director Onboarding & Integration Integration Directors Advisors Managers and cross-functional partners this position supports integration planning tracks progress against key milestones prepares clear status reporting and helps identify risks or gaps that may affect execution. The ideal candidate demonstrates strong analytical judgment ownership attention to detail and professionalism while building trusted relationships across teams and contributing to a disciplined collaborative integration process.

We would like for this person to work onsite 3 days/week in our St. Louis office. However we are open to having someone work Remote if they meet all the qualifications.

Primary Responsibilities

• Partner with the Onboarding & Integration team to support the successful execution of system integration plans for acquired Focus offices.
• Coordinate and support day-to-day integration activities related to Orion and other operational systems used throughout acquisition onboarding and conversion efforts.
• Perform detailed comparisons between legacy systems and Orion to validate account performance billing and related operational data.
• Collect analyze reconcile and document data from multiple source systems to support accurate complete and reliable information within master systems.
• Identify data discrepancies assess potential impacts escalate issues as appropriate and help coordinate timely resolution with internal teams and external partners.
• Prepare status updates reporting materials documentation and planning resources that provide clear visibility to Operations and Integration leadership.
• Assist with onboarding and training for operations functions at new Focus offices including Orion-related support for Client Service associates as needed.
• Develop and deliver presentations training materials and Advisor Development content related to operations systems data and integration topics as needed.
• Maintain strong working knowledge of Focus tools systems processes custodial relationships and operating standards to support consistent integration execution.
• Contribute to special projects and perform other responsibilities as assigned by the Team Leader.
• Demonstrate a commitment to continuous improvement professional development and practical innovation that enhances integration quality and outcomes.
• Uphold Focus mission values and cultural standards while contributing to a collaborative accountable and high-performing team environment.

Qualifications

Required Qualifications:

• Bachelors degree in business finance data analytics operations information systems or a related field; equivalent relevant professional experience may be considered.
• Strong client service orientation with the ability to support internal and external stakeholders with professionalism responsiveness and sound judgment.
• Advanced proficiency in Microsoft Office particularly Excel with the ability to analyze reconcile summarize and present complex data clearly.
• Strong analytical critical thinking and problem-solving skills with the ability to assess data discrepancies identify root causes and recommend practical next steps.
• High standards for accuracy timeliness follow-through documentation and overall quality of work.

Preferred Qualifications:

• Five or more years of experience in investment operations client service compliance data analysis systems integration or a related field.
• Three or more years of Focus experience preferred.
• Advanced proficiency with Orion Advisor Services including performance billing account data and related operational workflows.
• Experience using client relationship management systems workflow tools and collaborative project management environments.
• Working knowledge of custodial platforms account administration and related investment operations processes.

Additional Competencies:

• Ability to adapt quickly manage competing priorities and work effectively across multiple teams personalities business needs and deadlines.
• Excellent organizational skills and attention to detail with the ability to bring structure and discipline to a fast-paced integration environment.
• Collaborative team-oriented approach with the confidence and professionalism to work across all levels of the organization.
• Strong written verbal and presentation communication skills including the ability to translate data and operational topics into clear practical messaging.

This position is an exempt position. The annualized base pay range for this role is expected to be between $55000-$65000. 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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Focus Partners Wealth is an organization of wealth asset and business management resources that brings strength innovation and partnership to client relationships. Through a comprehensive range of services Focus Partners Wealth supports clients at every stage of life helping them manage their financial future. With over $180 billion in regulatory assets under management Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners a leading financial services firm comprised of wealth management family office and business management services. To learn more about Focus Partners Wealth or follow the company on LinkedIn.

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 .

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

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 California Applicants: Information on your California privacy rights can be found here

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.