Analyst, Product and Platform Management

Job Description Summary:

The Product & Platform Analyst supports the management and evolution of enterprise wealth technology platforms. This role works across business technology and vendor teams to understand how platforms are used and managed identify opportunities for improvement and help drive initiatives through completion.
The Analyst looks beyond individual applications to understand how platforms fit together across the Wealth Technology environment including their connections to other systems data services vendors and business processes. The role requires someone who is comfortable learning new technologies working through ambiguity solving problems and identifying opportunities to improve consistency scalability efficiency and how technology works together across the organization.

Job Description:

Develop a strong working understanding of relevant platforms including capabilities configuration integrations dependencies and key business uses.

Assess how platforms and technology-enabled processes operate today and identify opportunities to simplify standardize automate or improve them.

Identify gaps and opportunities to improve platform consistency scalability efficiency and alignment with broader technology standards and direction.

Work with business and technology stakeholders to understand needs requirements and constraints and help translate them into platform solutions and next steps.

Research platform and vendor capabilities evaluate options and develop recommendations to support platform decisions and improvements.

Coordinate with business teams technology teams and vendors to address dependencies resolve issues and drive work toward completion.

Support platform implementations migrations consolidations integrations enhancements testing and other initiatives.

Investigate platform issues and opportunities gather relevant information engage the right resources and help drive resolution.

Maintain useful documentation of platform configurations integrations dependencies processes and key decisions.

Support technology discovery onboarding and platform transition activities associated with acquisitions and organizational change.

Proactively communicate findings risks dependencies recommendations and next steps to business and technology stakeholders.

Identify opportunities to improve how platforms integrate with other systems scale with the needs of the business and support users effectively.

Qualifications

Relevant experience in product or platform support business or systems analysis enterprise technology financial services or a related area.

Strong analytical and problem-solving skills including the ability to work through incomplete or ambiguous information.

Strong technical aptitude and the ability to understand how applications processes data integrations and dependencies fit together.

Familiarity with technology concepts such as APIs data flows system integrations and identity and access concepts.

Ability to understand and explain technical concepts clearly to both technical and non-technical stakeholders.

Demonstrated initiative adaptability and ability to identify next steps and follow work through to completion.

Strong organizational written and verbal communication skills.

Ability to work effectively across business teams technology teams and external vendors.

Preferred Qualifications

Experience in wealth management or financial services.

Experience working with enterprise software SaaS platforms or other business applications.

Experience supporting platform implementations migrations integrations configuration testing or process improvement.

This position is an exempt position. The annualized base pay range for this role is expected to be between $90000-$105000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company on LinkedIn .

EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

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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.

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 states 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.

Required Experience:

IC