Wealth Mgmt Project Manager & BI Analyst
Focus Partners Wealth
Focus Partners Wealth is seeking a Project Manager/Business Analyst to join the IT PMO in St. Louis and Needham. You will gather and document requirements for new initiatives, refine data delivery, and translate needs into technical specs for successful implementations. You will lead testing, validate changes, and design Power BI reports from multiple data sources to support decision-making and reporting across the organization. #J-18808-Ljbffr Focus Partners Wealth
$21.42 per hour
...driven, and looking to fast-track your career in High-Net-Worth (HNW) Private Wealth Management? Randstad is supporting a financial firm who is seeking an ambitious Private Wealth Management Analyst to join their team during an exciting season of growth. This isn't just a...SuggestedHourly payPermanent employmentTemporary workWork experience placementShift work- ...BI Specialist MUST BE LOCAL TO THE GREATER ST. LOUIS METROPOLITAN AREA DIRECT HIRE... ...Services (SSRS), and SQL. ~ Experience in managing and maintaining a Data Warehouse and... ...independently, taking ownership of analysis projects from start to finish, while maintaining a...Business intelligenceLocal area
- ...Data Governance & Risk Analyst III The Data Governance... ...identify, assess, and manage data-related risks... ...in working groups and project teams, influencing decisions... ...: Knowledge of wealth management regulatory requirements... ...Records, Reg S?P, Reg BI, FINRA rules)....Business intelligenceTemporary workWork at officeHome officeFlexible hours
$65k - $90k
## Project Manager, Business AnalystApplylocations: St. Louis, Missouri: Needham... ...Summary:**The Business Analyst supports the FFP IT PMO by analyzing... ...*** Partner with wealth management stakeholders to gather... ...Asana, Snowflake, and Power BI.* Assess current processes, workflows...SuggestedWork at officeLocal area$110k - $125k
...Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading... ...complexity. Work closely with project teams throughout the full project lifecycle... ...and post-launch support. Own project management responsibilities for select initiatives...SuggestedWork at officeLocal area3 days per week$110k - $125k
...Senior Business Analyst, Wealth Technology St. Louis, MO The Senior Business Analyst, Wealth... ...complexity. Work closely with project teams throughout the full project lifecycle... ...post-launch support. Own project management responsibilities for select initiatives...3 days per week- ...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... ...analysis, CRM/Salesforce expertise, and the ability to manage discovery, testing, and change readiness across...
$63.75k - $75k
...Job Title Business Analyst Job Description Summary We are... ...diligence to verify revenue projections and financial assumptions.... ...and visualizations. Data Management & Insights Coordinate with... ...organization. Proficiency in BI tools (e.g., Power BI, Tableau...Business intelligenceMinimum wageFlexible hours- ...visualization tools (e.g., Tableau, Power BI, Looker, or similar). Business... ...Incident, problem, change, and asset management. Proficiency in data analysis, mapping... ...security tools. Work with data engineers and BI analysts to assess data availability, integrity, and...Business intelligence
- ...Be Doing The Treasury Management Analytics Analyst II independently transforms... ...intelligence tools (e.g., Power BI, Tableau, or similar).... ...start-up. We are a global wealth management and investment banking... ..., research analysts, project managers, marketing specialists...Business intelligence
- ...Analyst, Customer Marketing Analytics Founded in 1878, Caleres, originally known as Brown Shoe Company, is a global footwear company... ...in SQL and working knowledge of Python or R ~ Experience with BI tools such as Power BI or Tableau ~ Excellent communication skills...Business intelligenceMinimum wage
- 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...
- Focus Financial Partners is seeking an Analyst, Wealth Technology to support and lead initiatives across the organization, with a strong focus on CRM data preparation and migration. The role requires advanced SQL skills, a solid understanding of CRM platforms, and a solution...
$110k - $125k
Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading the... ...implementation complexity. Work closely with project teams throughout the full project... ...and post‑launch support. Own project management responsibilities for select initiatives...Work at officeLocal area3 days per week- ...Overview: Job Title: Data Analyst Job Location: Remote Interview: Virtual Job Duration: 6 Months Contract Overview:... ...Ensure data is usable, consistent, and reliable for analytics, BI, and business teams Support data manipulation, reporting, and...Business intelligenceContract workRemote work
$75k - $100k
...SUMMARY: The Senior Business Analyst - Precision Operations is a... ...site leaders and operations management at Wright City, MO and... ...other related duties and special projects as assigned. Requirements... ...modeling; experience with Power BI, Tableau, or similar BI tools...Business intelligenceFull timeWork at officeImmediate start- K9 Recruitment in the Greater St. Louis area is seeking an experienced Epicor Kinetic ERP Administrator/Business Systems Analyst to support ERP operations and collaborate with operations, supply chain, engineering and manufacturing teams. You will administer the Epicor...Business intelligence
- ...: POSITION TITLE: Project Controls Analyst REPORTS TO: Director of Business Administration POSITION SUMMARY: Assist Project Controls... ...status (including forecasting and costs). Advise Project Managers of criticality and status together with conclusions and...Full timeContract workFor subcontractorWork at officeLocal area
$123k - $163k
...financial services concepts and terminology, particularly in wealth management ~ Proficient in T-SQL, relational databases, and... ..., and quality Provide peer support and review for fellow analysts, particularly on complex requests Identify ways to enhance...Business intelligenceHourly payFull time- ...Operations Business Systems Analyst is responsible for administering... ...reporting, user access management, system configuration, and process... ...a start-up. We are a global wealth management and investment banking... ...advisors, research analysts, project managers, marketing...Business intelligenceWork at office
- ...You'll Be Doing The Data Analyst will work as a member of Stifel... ...users as well as product management and development teams to further... ...members as needed in larger project efforts. Proactively identify... ...services, specifically wealth management. Solid understanding...Business intelligenceFull timeWork experience placementWork at office
$131.9k - $204.4k
...employees. Job Description About The Position The Renewables Project Manager leads the largest and most complex projects and/or portfolios... ...g., Primavera, Primavera Analytics, Maximo, PowerPlan, Oracle BI, Unifier, etc.; change management strategies and principles; project...Business intelligenceFull timeContract workFor contractors$30.05 - $46.95 per hour
...expected to both define reporting architecture and directly design and develop reports, dashboards, and related BI deliverables. This is not a people‑manager role and is not limited to advisory or oversight responsibilities. Key Responsibilities: Enterprise Reporting Strategy...Business intelligenceContract work$28k
...ARCO/Murray National Construction is seeking a highly motivated Project Manager who is passionate about the design/build construction process... ..., sequencing, and/or manpower issues Lead weekly/bi-weekly OAC meetings on-site once construction begins to review...Business intelligenceFor contractorsFor subcontractor$40 - $55 per hour
...interoperability of clinical data. The analyst will work as part of a... ...integrated system. Designs and implements projects requiring systems integration, small... ...Additional Roles Business Intelligence (BI) and Report Analyst Data Management Senior Research Associate Remote...Business intelligenceHourly payFull timeContract workTemporary workWork experience placementRemote work- ...THE CONNECTION As a Business Analyst on the Mobile, IT team, you’ll... ...successful business changes. Develop project estimates by identifying... ...insights and recommendations to management, via understanding of the... ...Working knowledge of Microstrategy (BI), Tableau, Cherwell Service...Business intelligenceFull timeWork at officeLocal areaRemote work
- Core & Main, based in St. Louis, seeks a data analyst to gather and normalize data from multiple sources for reliable analysis. You will... ...cost analyses, and reporting with advanced Excel, databases, and BI tools. The role emphasizes data integrity, defining data...Business intelligence
$4,326.92 per month
...7, 2026 for consideration. The Summer Analyst Program The Summer Analyst Program at... ...a well-rounded internship experience. Project (Case) Work: This element of the role closely... ...offers market-leading compensation. The bi-weekly salary for the Summer Analyst role...Business intelligenceFull timeSummer workCasual workInternshipH1bLocal areaImmediate startVisa sponsorship- Sovereign Technologies is looking for a project manager to lead complex IT Actuarial Solutions projects. The role includes overseeing project lifecycles, managing resources, and communicating effectively with teams and customers. The ideal candidate will have a Bachelor...Business intelligence
- ...shared channels and numerous campaigns and projects. Analysts on the team are responsible for... ...marketing strategists, copywriters, channel managers and leadership to: Understand their... ...or Snowflake databases Experience with BI visualization tools such as: Tableau, Power...Business intelligenceFull timeFor contractorsWork experience placement
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