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 Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading... ...across the organization, with a primary focus on Salesforce initiatives for advisor and operations teams. This role...SeniorSalesforceWork at officeLocal area3 days per week$80k - $110k
Position Summary The Business Analyst, Wealth Technology is responsible for supporting the definition, documentation, and execution of operational... ...projects across the organization, with a primary focus on Salesforce initiatives for advisor and operations teams. The ideal...SalesforceWork at officeLocal area3 days per week- 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 is seeking a Business Analyst, Wealth Technology, to support Salesforce initiatives and operational processes across the organization. You will collaborate with stakeholders, product teams, and platform engineers to implement Salesforce solutions...Salesforce3 days per week
- Focus Financial Partners is seeking a Business Analyst, Wealth Technology to support definition, documentation, and execution of operational processes and Salesforce-based initiatives for advisor and operations teams in a hybrid role based in St. Louis. You will collaborate...Salesforce
$98.4k - $199k
...Senior Business Analyst Job Locations US-MN-St Louis Park | US-MN-Lake Elmo | US-IL-Chicago Category/Function Information... ...analysis for projects and minor enhancements within the IT Wealth Management team. This role requires strong technical...SeniorFull timeWork at office$50 - $60 per hour
...provides the crucial business infrastructure for these... ...-time ERP Business Analyst, as part of the Applications... ...veteran status. Seniority level Seniority level... ...Only) Business Analyst - Tech Training Opportunity Business... ...-L3) NGA - St Louis Salesforce Project Manager /...SalesforceFull timeFor subcontractorInternshipWork at officeLocal areaRemote workDay shift- 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
$78.4k - $136.95k
...About the Role: As a Senior Sales Trainer, you’ll drive impactful... ...teams to align training with business goals. • Develop innovative... ...collateral that supports the salesforce in revenue generating... ...Assist in optimization of our tech stack, as needed Skills:...SeniorSalesforceTraineeshipWork at office$95k - $135k
Are you a tech enthusiast who loves solving complex problems? Do you have a keen eye for detail and excellent analytical... ...well‑being. About The Opportunity As a potential Senior Financial Management Business Analyst, this role will have the opportunity to work with...SeniorTemporary workRelocation packageFlexible hours- Senior Retirement Plan Consultant - Hybrid (St. Louis, MO) page is... ...primary owner of a book of business. This position involves analyzing... ...plan and workplace to wealth solutions to prospective clients... ...pipeline information in a CRM, Salesforce preferred.* Proven success...SeniorSalesforceWork at officeLocal areaVisa sponsorshipWork visa
- Weir Minerals is seeking a Senior Functional Lead - Service, a pivotal role in driving the Service Management transformational program... ...leadership skills, and a strong background in both SAP FSM and Salesforce. This is an exceptional opportunity to impact our Service...SeniorSalesforceRemote job
- ...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... ...financial services industry Experience using Salesforce and financial planning software (e.g.,...SeniorSalesforceTemporary workWork experience placementWork at office
- ...What You’ll Be Doing The Sr. Business Analyst will apply strategic and analytical skills to the support and expansion of firm priorities.... ...sets for enterprise wide business intelligence purposes Strong Wealth Management domain experience. Education & Experience Minimum...Senior
- A technology firm in St. Louis is looking for an experienced Senior Business Analyst to facilitate application migration and ensure alignment with business objectives. The successful candidate will have a Bachelor's degree, 5-8 years of experience, and an active Secret...Senior
- iQuasar, LLC is seeking an experienced Senior Business Analyst. We strive to provide the next generation of cutting‑edge technologies and offer competitive compensation and benefits including Health, Vision, Dental Insurance, a matching 401k plan, and excellent training...SeniorContract workRelocation
$125k - $140k
...-growth personal injury firm with aggressive expansion goals. Salesforce is our operating system — if it's not in Salesforce, it didn't... ...intake operations Partner with legal operations to translate business needs into scalable Salesforce solutions Lead Agentforce deployment...SeniorSalesforceWork at officeRemote work- Job Title: Senior IT Business Analyst Department: IT Department Reports to: Sr. Enterprise Applications Manager Location: St. Louis, Missouri Supervises: None FLSA Status: Exempt Position Summary The Senior Business Analyst will work closely with Business Functions...SeniorWork experience placement
$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- Stifel Financial Corp. is seeking a Sr. Business Analyst in St. Louis to innovate and improve strategies that impact business priorities. You... ...T-SQL and business intelligence tools. Join us to shape the future of wealth management. #J-18808-Ljbffr Stifel Financial Corp.Senior
- World Wide Technology is seeking a Senior Business Analyst to own product areas from requirements through production. You will build trust with stakeholders, adapt to shifting priorities, and own your product board. You will partner with stakeholders, drive testing, manage...SeniorShift work
- ...Business Development Manager – New Business (MO, IL, TX, CO, WA) IMPACT... ...potential in an increasingly tech‑enabled world. While... ...customer or client needs. Utilize Salesforce.com (SFDC) to track potential... ...scope client projects. Support senior client level relationships;...SalesforceWork at officeRemote workRelocationHome officeFlexible hours
$90k - $200k
...transportation industry. Job Description: Senior Account Executive As a Senior Account... ...Software client base and procuring new business logos by contacting new prospects... ...regarding prospects and opportunities via Salesforce.com. You will complete the full sales...SeniorSalesforceBase plus commissionFull timeTemporary workImmediate startRemote workWork from home$108k - $122k
...Join to apply for the Senior Sales Account Manager role at ICL Group . Be among the first... ...engagement. This includes translating business strategy into actionable sales tactics,... ...support, and track customer opportunities via Salesforce.com Key interface between our customers...SeniorSalesforceFull timeContract workWork from homeWorldwide- ...seeking a UX Lead in St. Louis, MO to shape innovative design for Wealth Management. This hybrid role involves leading UX initiatives,... ...candidate will have 7+ years in UX design, experience with Salesforce, and advanced skills in prototyping tools like Figma. A strong...Salesforce
- ...The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional client service to help clients... ...Familiarity with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar) Strong communication, interpersonal...SeniorSalesforceWork at office
- 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
- 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
- Stifel Financial Corp. is looking for a Salesforce Administrator II to manage and enhance Salesforce Financial Services Cloud for Wealth Management. This role entails complex configuration... ...DevOps release processes, and aligning business needs with Salesforce capabilities....Salesforce
$78.4k - $136.95k
...any of our office locations. As a Senior Sales Operations Analyst, you'll significantly contribute to... ...sales operations and achieving our business objectives. The ideal candidate is... ...assignment logic and data structures within Salesforce and supporting systems Partner...SeniorSalesforceWork at office
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