Senior Business Analyst, Wealth Technology

Position Summary

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 organization's 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 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. 

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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. For more information about Focus, please visit www.focusfinancialpartners.com.

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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 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.