Business Analyst, Wealth Technology

position summary

this business analyst, wealth technology supports definition, documentation, and execution of operational processes and technology projects across the organization, focusing on salesforce initiatives for advisor and operations teams. The candidate demonstrates a solution-focused approach, exceptional attention to detail, and strong sense of accountability. The role includes consulting stakeholders, product teams, and platform engineers to ensure effective implementation of salesforce and related solutions addressing complex business challenges.

this position is hybrid with 3 days/week onsite in st. Louis.

• quickly learn business processes and applications.
• work independently and collaboratively in a fast‑paced setting, prioritizing tasks across potentially multiple projects.
• support, and at times lead, requirements gathering and design with cross‑functional teams.
• support development initiatives by translating advisor and operations team needs into actionable requirements, user stories, acceptance criteria, and process documentation.
• deliver project artifacts including requirements documents, workflow diagrams, user stories, demos, training guides, and release‑readiness materials.
• enable decision making to remove barriers to implementation.
• collaborate with advisor, operations, product, and technology teams to identify inefficiencies, recommend improvements, and elevate for management guidance.
• work closely with the project team through the full project lifecycle, supporting creation of project plan, status reporting, issue tracking and resolution, and project closure.
• support development through functional testing, regression testing, user acceptance testing, and validation of process and user experience improvements.
• provide tier‑2 support for salesforce‑related questions, issues, products, and processes as needed.

• 2+ years in an information technology role, focusing on business analysis, solution design, salesforce support, or crm enhancement delivery.
• preferred experience within financial services, wealth management, advisor operations, or related client service workflows.
• preferred experience with salesforce, including requirements gathering, testing, user support, reporting, configuration support, or enhancement delivery; experience with workday or asana is a plus.
• ability to translate business needs and user pain points into clear requirements that improve process efficiency and user experience.
• strong communication and presentation skills.
• interpersonal skills to effectively collaborate with colleagues and vendors.
• experience in a 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 $80,000-$110,000
. Actual base pay could vary based on experience, subject matter expertise, geographic location, and 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.

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 on linkedin.

focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skill set, without regard to 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…