Wealth Tech Business Analyst - Salesforce & Operations (Hybrid)
Focus Financial Partners
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 with stakeholders, product teams, and engineers to implement effective Salesforce solutions addressing complex business challenges. The role emphasizes gathering requirements, translating needs into user stories, and #J-18808-Ljbffr Focus Financial Partners
$110k - $125k
...Senior Business Analyst, Wealth Technology St. Louis, MO The Senior... ...Analyst, Wealth Tech Solutions is responsible... ...with a primary focus on Salesforce initiatives for advisor and operations teams. This role... .... This position is hybrid with 3 days/week onsite...OperationsSalesforce3 days per week- ...Financial Partners is seeking a Senior Business Analyst, Wealth Technology to lead definition... ...of business processes and Salesforce initiatives for advisor and operations teams. This role serves as a... ...clear requirements and solutions. Hybrid role with 3 days onsite in St....OperationsSalesforce
- ...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...OperationsSalesforce
$110k - $125k
...Position Summary The Senior Business Analyst, Wealth Technology is responsible for... ...organization, with a primary focus on Salesforce initiatives for advisor and operations teams. This role serves as a... .... This position is hybrid with 3 days/week onsite in St....OperationsSalesforceWork at officeLocal area3 days per week- ...Financial Partners in St. Louis is seeking a Business Analyst, Wealth Technology to support the definition, documentation, and execution of operational processes and technology projects, with a primary focus on Salesforce initiatives for advisor and operations teams....OperationsSalesforce
$110k - $125k
Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading... ..., with a primary focus on Salesforce initiatives for advisor and operations teams. This role serves as a key... ...recommendations. This position is hybrid with 3 days/week onsite in St....OperationsSalesforceWork at officeLocal area3 days per week$55 - $65 per hour
...technology provider, is seeking a Specialized Salesforce Business Analyst to join their team! Contract Details... ...months) Work location: St. Louis, MO Hybrid - 4 days onsite per week; 1 flexible... ...Domain knowledge in Enterprise Sales Operations (products, pricing, promotions, and...OperationsSalesforceContract workLocal areaRemote workWork from homeFlexible hours- 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... ...and proficiency in Agile methodologies. This hybrid role offers a dynamic environment, collaborating...SalesforceContract work
- ...Service Manager to lead and optimize customer service operations across multiple locations in a hybrid St. Louis environment. This hands-on role emphasizes... ...3+ years in people leadership, and experience with Salesforce along with ERP implementations or system #J-18808-...OperationsSalesforce
- Business Development Manager - New Business (MO, IL,... ...potential in an increasingly tech‑enabled world. While... ...Management and Operations teams to resolve any customer... ...needs. Utilize Salesforce.com (SFDC) to track potential... ...flexible, remote, and hybrid work arrangements and...OperationsSalesforceWork at officeRemote workRelocationHome officeFlexible hours
- Alpine Private Wealth is a boutique wealth management firm serving high net worth and family... ...calendars for meetings. Supporting the Operations Team with various tasks as necessary.... ...with the Schwab custodial platform, Salesforce, and/or the Tamarac reporting system will...OperationsSalesforcePermanent employmentWork at office
$119k - $187k
...critical part in driving operational excellence and... ...improve processes and business performance. If you thrive... ...PowerPoint; experience with Salesforce or similar CRM and... ..., branch transitions, wealth management, financial... ...schedule. Currently, hybrid work schedule (at least...OperationsSalesforceFull timeWork experience placementWork at office3 days per week$50 - $60 per hour
...Manager, Talent Acquisition Operations at McCarthy Building... ...provides the crucial business infrastructure for... ...full-time ERP Business Analyst, as part of the Applications... ...) Business Analyst - Tech Training Opportunity... ...-L3) NGA - St Louis Salesforce Project Manager /...OperationsSalesforceFull timeFor subcontractorInternshipWork at officeLocal areaRemote workDay shift- ...Who is Tech Electronics? We provide systems... ...Schedule Hybrid office schedule (select... ...intelligence and operations activities through... ...Intelligence Analyst transforms customer... ...whitespace, and new business opportunities.... ...Engagement/Pardot, Salesforce Sales Engagement,...OperationsSalesforceTemporary workWork at office
- ...our belief that exceptional business results and profound respect... ...service, we help customers achieve operational excellence today while... ...Description The Aftermarket Business Analyst plays a key role in helping... ...that people come with a wealth of experience and talent beyond...OperationsWork at officeWorldwide
$75 - $80 per hour
...ensure successful delivery of business outcomes while leading... ...business leaders, technology teams, operations, and external partners to... ...managing Agile, Waterfall, or hybrid project delivery methodologies... ...Knowledge of CRM platforms such as Salesforce, ServiceNow, or Microsoft...OperationsSalesforceHourly pay- Focus Partners Wealth in St. Louis, MO is seeking a Manager, Client Service to lead a team... .... This role involves overseeing daily operations, managing escalated client issues, and... ...communication skills. The position offers a hybrid work model allowing flexibility with a...Operations
- ...team creates, develops, and operates the nation’s fastest mobile service... ...PART OF THE CONNECTION As a Business Analyst on the Mobile, IT team, you’... ...is eligible to work in a hybrid work model (combination of in... ...YOU TO MORE Innovative Tools & Tech: Work with high-performing...OperationsFull timeWork at officeLocal areaRemote work
- ...Sales Operations Program ManagerLightEdge Solutions is developing... ...solutions that will propel businesses forward over the next 10 years... ...execution of sales processes, Salesforce governance, sales program... ...cloud choices make up a true Hybrid Cloud Solution Center. LightEdge...OperationsSalesforce
$93k - $109k
...safety and success, helping businesses thrive, and making sure people... ...been a leading provider of wealth management services... ...Required Strong understanding of operations, governance, and controls that... ...Workday, Performio, Databricks, Salesforce, etc.) preferred Experience...OperationsSalesforceFull timeWork at officeShift work- ...people, our goal is to help businesses succeed and our communities... ...stopping you! Job Title:Sales Analyst (Remote Eligible - MO, KS,... ...(Extract, Transform, Load) operations using Power Query.... ...Office. Experience with Salesforce.com, or similar CRM system....OperationsSalesforceWork at officeLocal areaRemote work
- ...where success meets success.What You'll Be DoingThe Deposit Operations Business Systems Analyst is responsible for administering and supporting core... ...old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation...OperationsWork at office
- ...is centered on generating new business while managing an established... ...and understanding how they operate. You'll spend your time meeting... ..., document all activity in Salesforce, and provide accurate forecasting... ...-time (M-F, eligible for a hybrid schedule after 90 days of...OperationsSalesforceFull timeWork at officeNight shift
$79k - $131.6k
Join Evernorth as a Business Analytics Lead Analyst and help turn complex data into clear insights that improve product performance, client reporting... ...department, partnering across Product, Finance, Operations, Account Management, Pharma, Research, Advanced Analytics...OperationsWork at officeLocal areaWork from home$50k - $60k
...Summary Focus Partners Wealth is seeking a Data... ...information within our core operating systems, catering to... ...processing requests via Salesforce workflows, utilizing... ...flexibility to work a hybrid schedule. Our hybrid model... ...learn about the business through job shadowing...OperationsSalesforceWork at officeLocal areaRemote work2 days per week$75k - $80.5k
Position Summary Focus Partners Wealth is seeking a Manager, Client... ...This role balances hands‑on operational leadership with people... ...members the flexibility to work a hybrid schedule. Our hybrid model is... ...workflow tools such as CRM systems (Salesforce), Orion, Pontera, and related...OperationsSalesforceSeasonal workWork at officeLocal areaRemote work2 days per week- Focus Partners Wealth, a unit of Focus Financial Partners, seeks... ...client information across core operating systems for BSW and BSP end... ...role processes requests via Salesforce workflows, analyzes data, and... ...with cross-functional teams. A hybrid schedule is offered with in-office...SalesforceRemote jobWork at office
- KellyMitchell Group is seeking a Specialized Salesforce Business Analyst in St. Louis, MO, with 7+ years in business systems analysis and deep Salesforce... ...the SDLC to validate solutions and ensure governance. Hybrid work is offered with 4 days onsite and 1 remote day. Ideal...SalesforceRemote work
$105k - $125k
...Qualifications ~5+ years of experience in an operations role within a marketing department,... ...~ Advanced hands-on experience with Salesforce; Apollo or other outbound outreach tool... ...analysis ~ Bachelor’s degree in Business Administration, Marketing, Economics, or...OperationsSalesforceLocal areaRemote work$53k - $56k
Position Summary As an Operations Specialist, you will have... ...the flexibility to work a hybrid schedule. Our hybrid... ...systems and platforms, like Salesforce, Outlook, and custodian... ...comprised of integrated wealth management, family office, and business management services....OperationsSalesforceWork at officeLocal areaRemote workMonday to Friday2 days per week
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