Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Tech Business Analyst - Salesforce & Operations (Hybrid) in Saint Louis, MO vacancy
  • $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... 
    Operations
    Salesforce
    3 days per week

    Focus Financial Partners

    Saint Louis, MO
    1 day ago
  •  ...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.... 
    Operations
    Salesforce

    Focus Financial Consultants

    Saint Louis, MO
    2 days ago
  •  ...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... 
    Operations
    Salesforce

    Focus Financial Partners

    Saint Louis, MO
    9 hours ago
  • $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.... 
    Operations
    Salesforce
    Work at office
    Local area
    3 days per week

    Focus Financial Partners Inc.

    Saint Louis, MO
    3 days ago
  •  ...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.... 
    Operations
    Salesforce

    Focus Financial Consultants

    Saint Louis, MO
    2 days ago
  • $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.... 
    Operations
    Salesforce
    Work at office
    Local area
    3 days per week

    Focus Financial Consultants

    Saint Louis, MO
    2 days ago
  • $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... 
    Operations
    Salesforce
    Contract work
    Local area
    Remote work
    Work from home
    Flexible hours

    KellyMitchell Group

    Saint Louis, MO
    2 days ago
  • 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... 
    Salesforce
    Contract work

    Brooksource

    Saint Louis, MO
    9 hours ago
  •  ...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-... 
    Operations
    Salesforce

    Copeland

    Saint Louis, MO
    1 day ago
  • 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... 
    Operations
    Salesforce
    Work at office
    Remote work
    Relocation
    Home office
    Flexible hours

    IMPACT Group

    Saint Louis, MO
    4 days ago
  • 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... 
    Operations
    Salesforce
    Permanent employment
    Work at office

    Alpine Private Wealth

    Saint Louis, MO
    1 day ago
  • $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... 
    Operations
    Salesforce
    Full time
    Work experience placement
    Work at office
    3 days per week

    Wells Fargo

    Saint Louis, MO
    1 day ago
  • $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 /... 
    Operations
    Salesforce
    Full time
    For subcontractor
    Internship
    Work at office
    Local area
    Remote work
    Day shift

    McCarthy Building Companies, Inc.

    Saint Louis, MO
    19 hours ago
  •  ...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,... 
    Operations
    Salesforce
    Temporary work
    Work at office

    Tech Electronics

    Saint Louis, MO
    1 day ago
  •  ...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... 
    Operations
    Work at office
    Worldwide

    BW Packaging

    Saint Louis, MO
    5 days ago
  • $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... 
    Operations
    Salesforce
    Hourly pay

    Brillio

    Saint Louis, MO
    2 days ago
  • 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

    Dormont Manufacturing Co

    Saint Louis, MO
    2 days ago
  •  ...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... 
    Operations
    Full time
    Work at office
    Local area
    Remote work

    Spectrum

    Saint Louis, MO
    19 hours ago
  •  ...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... 
    Operations
    Salesforce

    Light Edge

    Saint Louis, MO
    1 day ago
  • $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... 
    Operations
    Salesforce
    Full time
    Work at office
    Shift work

    Commerce Trust

    Saint Louis, MO
    2 days ago
  •  ...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.... 
    Operations
    Salesforce
    Work at office
    Local area
    Remote work

    Enterprise Bank & Trust

    Creve Coeur, MO
    2 days ago
  •  ...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... 
    Operations
    Work at office

    Stifel Financial

    Saint Louis, MO
    19 hours ago
  •  ...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... 
    Operations
    Salesforce
    Full time
    Work at office
    Night shift

    SumnerOne

    Saint Louis, MO
    1 day ago
  • $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... 
    Operations
    Work at office
    Local area
    Work from home

    The Cigna Group

    Saint Louis, MO
    9 hours ago
  • $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... 
    Operations
    Salesforce
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Saint Louis, MO
    19 hours ago
  • $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... 
    Operations
    Salesforce
    Seasonal work
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners

    Saint Louis, MO
    2 days ago
  • 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... 
    Salesforce
    Remote job
    Work at office

    Focus Financial Partners

    Saint Louis, MO
    1 day ago
  • 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... 
    Salesforce
    Remote work

    KellyMitchell Group

    Saint Louis, MO
    2 days ago
  • $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... 
    Operations
    Salesforce
    Local area
    Remote work

    GrabJobs

    Saint Louis, MO
    3 days ago
  • $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.... 
    Operations
    Salesforce
    Work at office
    Local area
    Remote work
    Monday to Friday
    2 days per week

    Focus Financial Partners

    Saint Louis, MO
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Tech Business Analyst - Salesforce & Operations (Hybrid). Be the first to apply!