Lead, Firm Onboarding - Wealth Technology

St. Louis, MOusvia direct

// Job Type

Full Time

// Salary

USD 100,000 - 150,000/year

// Salary Range

100,000–150,000 USD / year

// Posted

1 month ago

About the Role

Position Summary The Lead, Firm Onboarding – Wealth Technology supports the technical onboarding of incoming firms onto the organization’s standard wealth technology platforms. This role coordinates discovery of legacy firm systems, maps those systems and data to target platforms, and supports structured transitions onto core technologies. The role works closely with Platform Owners, Data teams, PMO/TMO, and vendors to ensure firm onboarding activities are well understood, properly sequenced, and aligned to target-state platforms. This position focuses on coordination, data understanding, and business understanding. This role is located in St. Louis, MO.    Primary Responsibilities <ul> <li style="font-size: 12pt;">Support discovery of incoming firms’ wealth technology environments, including CRM, portfolio accounting, trading, and reporting platforms</li> <li style="font-size: 12pt;">Coordinate mapping of legacy firm systems and data to the organization’s target wealth technology platforms</li> <li style="font-size: 12pt;">Work closely with CRM and platform stakeholders to understand existing firm data and target-state data requirements</li> <li style="font-size: 12pt;">Help define business rules, data mappings, and assumptions needed to support data conversion efforts</li> <li style="font-size: 12pt;">Partner with technical team members responsible for data transformation and scripting by providing clear business context and logic</li> <li style="font-size: 12pt;">Assist in planning transitions from legacy firm platforms to target platforms, including identifying dependencies and risks</li> <li style="font-size: 12pt;">Support planning and coordination of legacy platform sunset activities following successful firm transitions</li> <li style="font-size: 12pt;">Partner with PMO/TMO to align onboarding activities with overall firm transition timelines</li> <li style="font-size: 12pt;">Help document onboarding approaches, assumptions, and lessons learned to support repeatability</li> </ul> Qualifications <ul> <li style="font-size: 12pt;">5+ years of experience in wealth technology, platform onboarding, data conversion, or related roles</li> <li style="font-size: 12pt;">Working knowledge of wealth management platforms, particularly CRM systems and associated data</li> <li style="font-size: 12pt;">Experience translating business needs into platform and data requirements</li> <li style="font-size: 12pt;">Ability to coordinate across multiple teams and external vendors</li> <li style="font-size: 12pt;">Strong organizational, analytical, and communication skills</li> <li style="font-size: 12pt;">Experience supporting firm onboarding or platform transitions</li> <li style="font-size: 12pt;">Familiarity with advisor workflows and CRM data structures</li> <li style="font-size: 12pt;">Experience working in regulated financial services environments</li> </ul>   This is an exempt position. The annualized base pay range for this role is expected to be between $100,000- 150,000 Base Salary Compensation Range.  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, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.  #LI-SF1<div class="content-conclusion">About Focus Financial Partners 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 <a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a> or follow the company on <a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 <a href="mailto:careers@focuspartners.com">careers@focuspartners.com</a>. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a> 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 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.</div>

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