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.
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, Workday, Asana
- 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.
The annualized base pay range for this role is expected to be between $80,000-$100,000. 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.
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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
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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.
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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.
