Business Analyst, Private Client Group and Sales Enablement Boston, MA

business analyst, private client group and sales enablement

firm description

scs financial, focus partners family office and ocio, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. Scs puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform.

Scs manages over $42 billion in assets and is headquartered in boston with additional offices in atlanta, charlotte, dallas, lexington, los angeles, nashville, new york, portsmouth, providence, tampa, and west palm beach.

position summary

scs is seeking a business analyst, private client group and sales enablement (“vp”) to join the boston, ma office. The business analyst will play a central role supporting the management of the private client group (pcg) and the marketing & sales strategy team. This role supports the operational, analytical, and strategic functions that allow advisors and client teams to deliver an exceptional client experience, ensure service model consistency, optimize resource planning, and accelerate advisor growth and business development effectiveness.

The business analyst will partner closely with the national head of wealth management, pcg leadership, the head of marketing & sales strategy, cross-functional teams, and advisors.

the ideal candidate brings strong analytical rigor, exceptional project and stakeholder management skills, and a proactive, solutions-oriented approach to improving workflows, data infrastructure, advisor adoption of processes, and the overall effectiveness of both the pcg and the firm’s marketing and sales engine.

primary responsibilities

data-driven management of the private client group

• develop data-driven insights that help pcg leadership make decisions on resource allocation, advisor workload balancing, and advisor development priorities.
• support pcg leadership in the rollout and adoption of standardized service models and workflows across the pcg.
• help document, update, and socialize policy and procedure changes, including processes for new services (e.g., bill pay) and specific client segments.
• support the ongoing refinement and application of the firm’s advisor capacity planning framework.
• drive improvements across workflows, reporting, and technology utilization.
• maintain and enhance the pcg dashboard, including kpis covering advisor productivity, pipeline health, service delivery, capacity utilization, and operational risk.
• assist in administering and organizing all advisor training and development programs.
• help manage various pcg meetings, including agenda organization, material preparation, and tracking of follow-ups.
• partner with the head of marketing & sales strategy to support business development initiatives, including tracking, roi, and crm usage, across the firm.
• support crm usage and adoption across the pcg to ensure data integrity, compliance, and proper documentation of activities.
• manage pipeline reporting and prepare materials for bi‑monthly bd meetings.
• track and support key lead generation programs (fip, san, solicitors), ensuring conversion metrics and advisor follow up timelines are well managed.
• work with o&a, finance, hr, and other functions to support pcg initiatives and ensure strong cross-functional alignment.
• support change management and communication efforts to ensure smooth rollout of new tools, processes, or service models.

qualifications

• 5+ years of experience in wealth management, financial services, consulting, or a related analytical or operational role.
• strong analytical abilities with proven experience building kpis, dashboards, and management ready reporting.
• experience with crm systems (salesforce preferred), marketing automation tools, and wealth management systems (addepar, seismic) is a plus.
• demonstrated ability to work cross functionally and influence without authority.
• exceptional…