Onboarding Analyst, Wealth Technology
Job Location:
Saint Louis, MI - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Job Description Summary:
We are seeking a highly organized technology-focused professional to join our Wealth Technology team and support the integration of newly acquired financial advisory firms into our standardized technology ecosystem. This role serves as a key liaison between operations teams technology stakeholders and external partners to ensure successful onboarding migration and advisor adoption of core wealth management platforms.The ideal candidate is an outstanding communicator who enjoys working with people solving problems and learning new technologies. This position combines project coordination platform analysis business process evaluation and stakeholder engagement to help firms transition from legacy systems to enterprise solutions.
This role offers a unique opportunity to sit at the intersection of wealth management technology and business transformation. The position will play a critical role in integrating advisory firms improving advisor experiences and helping shape the future of a rapidly growing organization while gaining exposure to industry-leading platforms and technologies.
This is a hybrid role with 3 days/week onsite in St. Louis MO.
Job Description:
Qualifications
Bachelors degree in Finance Information Systems Business Administration Technology Economics or a related field.
2 years of experience in financial services wealth management financial planning business analysis financial technology operations or a related role.
Working knowledge of or the ability to quickly learn key industry platforms including Salesforce Orion Addepar eMoney MoneyGuide Holistiplan DocuSign Jump AI VRGL Quick Forms and Calendly.
Strong analytical and problem-solving skills with the ability to evaluate business processes identify opportunities for improvement and recommend effective solutions.
Understanding of wealth management operations financial planning concepts investment account structures and client service processes preferred.
Ability to manage multiple priorities simultaneously while maintaining exceptional attention to detail accuracy and quality.
Experience documenting business requirements workflows procedures and operational processes.
Strong organizational project coordination and time management skills in a fast-paced environment.
Comfortable learning and adopting new technologies automation tools artificial intelligence solutions and evolving business processes.
Demonstrated customer service mindset focused on responsiveness professionalism and relationship management.
This position is an exempt position. The annualized base pay range for this role is expected to be between $100000-$120000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.
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 or follow the company onLinkedIn.
EEO Statement: 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 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.
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.
Required Experience:
IC
