Senior Business Analyst, Wealth Technology (St Louis)

The Sr. Business Analyst, Wealth Technology is responsible for defining, documenting and executing operational business processes and projects across the organization. This position offers extensive exposure to all areas of Focus Financial and provides valuable insight into the organizations operational framework. The ideal candidate demonstrates a solution-focused approach, exceptional attention to detail, and a strong sense of accountability for assigned tasks and projects. The role involves consulting with stakeholders, product teams, and platform engineers to ensure the effective implementation of solutions addressing complex business challenges.

Primary Responsibilities

Quickly learn business processes and applications.

Work independently and collaboratively in a fast-paced setting, prioritizing tasks for potentially multiple projects.

Lead requirements gathering and design with cross-functional teams.

Deliver project artifacts including meeting minutes, requirements documents, workflow diagrams, demos, and training guides.

Define and document project scope identifying the inventory of business requirements, resourcing, milestones, interdependencies and the critical path timeline.

Enable decision making to remove barriers to implementation.

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.

Support development through functional and regression testing.

May own the management of small-scale projects from initiation to completion.

Provide tier-2 support for products and processes, as needed

Qualifications

5+ years in an Information Technology role, focusing on business analysis or solution design.

Preferred experience within financial services.

Preferred experience with Salesforce, Workday, Asana

Experience with analytical thinking and problem-solving.

Experience with data analysis and data tools (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.

The annualized base pay range for this role is expected to be between $90,000-$110,000. 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 applicants 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.

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.