Senior Salesforce & Wealth Tech Business Analyst
Focus Financial Partners
Focus Financial Partners in St. Louis, MO is seeking a Senior Business Analyst to lead definition, documentation, and execution of wealth technology initiatives, with a focus on Salesforce-driven workflows for advisors and operations teams. You will translate complex business needs into clear requirements, user stories, and solution recommendations. The role demands strong business analysis, CRM/Salesforce expertise, and the ability to manage discovery, testing, and change readiness across #J-18808-Ljbffr Focus Financial Partners
$110k - $125k
...Senior Business Analyst, Wealth Technology St. Louis, MO The Senior Business Analyst, Wealth Tech Solutions is responsible for leading the definition, documentation, and execution... ...organization, with a primary focus on Salesforce initiatives for advisor and operations...SeniorSalesforce3 days per week$110k - $125k
...Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading the definition, documentation, and execution of... ...initiatives across the organization, with a primary focus on Salesforce initiatives for advisor and operations teams. This role...SeniorSalesforceWork at officeLocal area3 days per week$110k - $125k
Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading the definition, documentation, and execution of business... ...across the organization, with a primary focus on Salesforce initiatives for advisor and operations teams. This role...SeniorSalesforceWork at officeLocal area3 days per week- Focus Financial Partners seeks a Business Analyst, Wealth Technology to define, document, and execute operational and tech projects, with a focus on Salesforce initiatives for advisor and operations teams. This hybrid role requires 3 days on-site in St. Louis, collaborating...Salesforce
- Focus Financial Partners is seeking a Senior Business Analyst, Wealth Technology to lead definition and execution of business processes and Salesforce initiatives for advisor and operations teams. This role serves as a liaison between business stakeholders, product teams...SeniorSalesforce
- KellyMitchell Group is seeking a Specialized Salesforce Business Analyst in St. Louis, MO, with 7+ years in business systems analysis and deep Salesforce experience. The role supports enterprise AI and Salesforce transformation, partnering with Product Owners and engineering...SeniorSalesforceRemote work
- A recruitment firm is seeking a Senior Business Systems Analyst in St. Louis, Missouri, to work on Salesforce automation projects. The ideal candidate should have at least 5 years of experience in business analysis, with strong Salesforce skills and proficiency in Agile...SeniorSalesforceContract work
- Focus Financial Partners in St. Louis is seeking a Business Analyst, Wealth Technology to support the definition, documentation, and execution... ...and technology projects, with a primary focus on Salesforce initiatives for advisor and operations teams. The role involves...Salesforce
$93k - $109k
...safety and success, helping businesses thrive, and making sure people... ...has been a leading provider of wealth management services including... ..., Performio, Databricks, Salesforce, etc.) preferred Experience... ...compensation range is for the Senior Systems Administrator - CTC job...SeniorSalesforceFull timeWork at officeShift work- ...Banking to lead client acquisition strategies, deliver customized wealth solutions, and coordinate with internal partners. You will act... ...is required; NMLS and notary are preferred. Proficiency with Salesforce, Excel, and MS Office is expected. #J-18808-Ljbffr Enterprise...SeniorSalesforce
- A leading tech company based in St. Louis is looking for a seasoned .NET Web Developer with over 10 years of experience. The candidate... ...a demonstrated ability to develop applications using Sitecore, Salesforce, or SharePoint Online. Responsibilities include creating UX-...SeniorSalesforce
- ...Senior Financial Management Business Analyst Are you a tech enthusiast who loves solving complex problems? Do you have a keen eye for detail and excellent analytical skills? Would your friends describe you as a self-starter who takes pride in your work and enjoys collaborating...SeniorFull timeTemporary workLocal areaFlexible hours
$81.9k - $135.1k
...marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the... ...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...SeniorSummer holidayLocal areaFlexible hours- Charles Schwab is seeking a Business Development Officer for Schwab Wealth Advisory to promote, retain and delight clients of SWA. The successful candidate will build trusting relationships with local financial consultants and wealth advisors, providing education and support...SeniorRemote jobLocal area
- ...Senior Business Analyst At Accenture Federal Services, nothing matters more than helping the US federal government make the nation stronger and safer and life better for people. Our 13,000+ people are united in a shared purpose to pursue the limitless potential of technology...SeniorLocal areaRelocation
$126.7k - $166.3k
...positive, lasting change that moves missions and the government forward! Business Analyst – Application Migration Team Job Overview: We are seeking a highly skilled and motivated Senior Business Analyst to join our dynamic application migration team. In this critical...SeniorLive inWork at officeLocal areaRelocation- EY in the United States is seeking a Senior Manager to lead Salesforce technology transformation programs. You will partner with business and experience counterparts to drive digital change on the Salesforce platform and deliver solutions. This hybrid client-facing role...SeniorSalesforce
$171.6k - $392.1k
...to provide our clients with a unique business perspective on how they must continue... ...in this ever-changing industry. As a Senior Manager in Salesforce Technology Transformation Program... ...years of experience leading teams of analysts and developers Minimum 5 years of experience...SeniorSalesforceSummer holidayFlexible hours$55 - $65 per hour
...telecommunications and technology provider, is seeking a Specialized Salesforce Business Analyst to join their team! Contract Details Contract type and... ...and testing Exceptional communication, facilitation, and senior stakeholder management skills Preferred Skills/Experience...SalesforceContract workLocal areaRemote workWork from homeFlexible hours$70 - $80 per hour
Added - 08/06/26 Senior Salesforce Project Manager - Hybrid working St Louis, USA Project Manager St Louis , Missouri | Contract Related Project Manager Jobs Salesforce Project Manager / Business Analyst - Hybrid working Palo Alto, CA Palo Alto , California Salesforce...SeniorSalesforceHourly payPermanent employmentContract work$54k
Business Analyst Financial Applications Consultant.Location: Saint Louis, MO Client Industry: Water Utility 6-Month Contract Hybrid:2/3;... ...18-months ... Full-time Lead Business Analyst Supporting Salesforce Applications.As the Lead Business Analyst supporting Salesforce...SalesforcePermanent employmentFull timeContract workWork experience placementWork at officeImmediate startRemote workWork from home- ...future. Our team delivers comprehensive wealth management services with a personalized... ...touch, and we’re looking for a dedicated Senior Financial Planner to join our growing St... ...financial services industry Experience using Salesforce and financial planning software (e.g.,...SeniorSalesforceTemporary workWork experience placementWork at office
- ...using, not obtaining, the rating. The Senior AI and Emerging Tech Engagement Manager is a senior... ...delivery leader who partners directly with business owners and enterprise leaders to shape... ...engineering). Deep understanding of wealth management and/or financial services...SeniorTemporary workWork at officeHome officeFlexible hours
- ...fraud. CertifID is seeking an accomplished Senior Customer Success Manager (CSM). As... ...customers adopt our solutions, the safer their businesses and the industry are against wire fraud;... ...leveraging CSPs and CRMs, Gainsight, Salesforce, etc. Demonstrated ability to establish...SeniorSalesforceRemote workFlexible hoursNight shift
$23.8 - $27.65 per hour
...Commerce Bank Senior Sales Support Representative Building a... ...safety and success, helping businesses thrive, and making sure people... ...leverage CRM systems (e.g., Salesforce/Quest) to track pipeline activity... ...services concepts, including wealth management, client service,...SeniorSalesforceHourly payWork at office- ...Salesforce Business Systems Analyst (BSA) Location: St. Louis, MO Duration: 6+ Months Visa: Visa Independent Only Experience Level: Mid-Level Job Description: We are seeking a Mid-Level Salesforce Business Systems Analyst (BSA) to work closely with business...Salesforce
- Senior Marketing Communications Specialist NORAM Join to apply for the Senior Marketing... ...plans for North America poultry and swine business, ensuring continuous progress, alignment... ...analytics tools (Google Analytics, Salesforce, HubSpot, etc.) to track performance, optimize...SeniorSalesforceFull timeWork at officeRemote work
- ...Senior Financial Planner The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional... ...Familiarity with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar) Strong communication, interpersonal...SeniorSalesforceWork at office
$142.6k - $261.5k
...professional services firm with a separate business unit dedicated to the financial services... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...managing and supervising a team of business analysts and technology analysts through all...Work experience placementSummer holidayFlexible hours- Alpine Private Wealth is a boutique wealth management firm serving high net worth and family office clients. Our fiduciary duty holds... ...Candidates with experience with the Schwab custodial platform, Salesforce, and/or the Tamarac reporting system will receive special consideration...SalesforcePermanent employmentWork at office
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