Position Summary
The Analyst, Wealth Technology is responsible for supporting and leading projects across the organization with a strong emphasis on data preparation and migration activities, specifically related to CRM data. This position offers extensive exposure to all areas of Focus Financial and provides valuable insight into the organization's operational framework. The ideal candidate demonstrates advanced capabilities with SQL and data relationships, strong understanding of CRM platforms, a solution-focused approach, exceptional attention to detail, and a strong sense of accountability for assigned tasks and projects. The role involves supporting platform data migrations, consulting with stakeholders, product teams, and platform engineers to ensure the effective implementation of solutions and delivery of projects.
This role is located in St. Louis, MO and will require 3 days/week onsite.
Primary Responsibilities
- Quickly learn business processes and applications.
- Work independently and collaboratively in a fast-paced setting, prioritizing tasks for potentially multiple projects.
- Interface with platform owners and users to develop a deep understanding of processes and data usage in both legacy and future-state applications.
- Develop data mapping work products for supporting the conversion from source to target platforms.
- Enable decision making to remove barriers to execution.
- Collaborate to spot 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.
Qualifications
- 5+ years in an Information Technology role, focusing on data management, business analysis, or solution design.
- Preferred experience within financial services.
- Preferred experience with Salesforce or other CRM tools
- Experience with SQL for data analysis and preparation
- Experience with advanced Excel functionality and capabilities
- Experience with analytical thinking and problem-solving.
- Experience with data analytics platforms (i.e., PowerBI, Tableau, etc.).
- Experience leading communications and presentations
- Interpersonal skills to effectively collaborate with colleagues and vendors.
- Experience in collaborative team-based work environment.
- Bachelor’s 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 $85,000-105,000 Base Salary Compensation Range. 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 applicant's 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, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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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 www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 [email protected].
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
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 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 39-2-901.
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 state’s 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.
Skills Required
- 5+ years in an Information Technology role focusing on data management, business analysis, or solution design.
- Bachelor's degree in information systems, Business, or a related field.
- Experience with SQL for data analysis and preparation.
- Experience with advanced Excel functionality and capabilities.
- Experience with data analytics platforms (PowerBI, Tableau, etc.).
- Experience with analytical thinking and problem-solving.
- Experience leading communications and presentations.
- Interpersonal skills to effectively collaborate with colleagues and vendors.
- Experience in a collaborative team-based work environment.
- Preferred experience within financial services.
- Preferred experience with Salesforce or other CRM tools.
Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Fair & Transparent Compensation — Clear role-level salary bands in public postings help set expectations, and pay is often characterized as competitive for many roles. This transparency supports confidence in how compensation is determined across functions and locations.
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Affordable Benefits — Health coverage is frequently described as affordable across medical, dental, and vision plans. The perceived value of core insurance strengthens the overall package in many parts of the organization.
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Leave & Time Off Breadth — Generous paid vacation and holidays are common, with some entities offering hybrid schedules and empowered or unlimited-style PTO alongside sick, bereavement, and military leave. These options expand time-off flexibility for eligible roles.
Focus Financial Partners Insights
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
