À propos de ce poste Integration Data Analyst chez Focus Partners Wealth
Position Summary
The Integration Data Analyst is a key member of the Onboarding & Integration team, responsible for supporting the successful transition of newly onboarded Focus offices onto core operating platforms and integration processes. This provides critical data analysis, validation, reconciliation, reporting, and operational coordination in support of performance, billing, and related system conversion activities. With a strong emphasis on accuracy, consistency, and issue resolution, the Data Analyst helps ensure reliable data outcomes and smooth experience for internal stakeholders and newly integrated offices.
Working closely with the Managing Director, Onboarding & Integration, Integration Directors, Advisors, Managers, and cross-functional partners, this position supports integration planning, tracks progress against key milestones, prepares clear status reporting, and helps identify risks or gaps that may affect execution. The ideal candidate demonstrates strong analytical judgment, ownership, attention to detail, and professionalism, while building trusted relationships across teams and contributing to a disciplined, collaborative integration process.
We would like for this person to work onsite 3 days/week in our St. Louis office. However, we are open to having someone work Remote if they meet all the qualifications.
Primary Responsibilities
- Partner with the Onboarding & Integration team to support the successful execution of system integration plans for acquired Focus offices.
- Coordinate and support day-to-day integration activities related to Orion and other operational systems used throughout acquisition, onboarding, and conversion efforts.
- Perform detailed comparisons between legacy systems and Orion to validate account performance, billing, and related operational data.
- Collect, analyze, reconcile, and document data from multiple source systems to support accurate, complete, and reliable information within master systems.
- Identify data discrepancies, assess potential impacts, escalate issues as appropriate, and help coordinate timely resolution with internal teams and external partners.
- Prepare status updates, reporting materials, documentation, and planning resources that provide clear visibility to Operations and Integration leadership.
- Assist with onboarding and training for operations functions at new Focus offices, including Orion-related support for Client Service associates as needed.
- Develop and deliver presentations, training materials, and Advisor Development content related to operations, systems, data, and integration topics as needed.
- Maintain strong working knowledge of Focus tools, systems, processes, custodial relationships, and operating standards to support consistent integration execution.
- Contribute to special projects and perform other responsibilities as assigned by the Team Leader.
- Demonstrate a commitment to continuous improvement, professional development, and practical innovation that enhances integration quality and outcomes.
- Uphold Focus’ mission, values, and cultural standards while contributing to a collaborative, accountable, and high-performing team environment.
Qualifications
Required Qualifications:
- Bachelor’s degree in business, finance, data analytics, operations, information systems, or a related field; equivalent relevant professional experience may be considered.
- Strong client service orientation with the ability to support internal and external stakeholders with professionalism, responsiveness, and sound judgment.
- Advanced proficiency in Microsoft Office, particularly Excel, with the ability to analyze, reconcile, summarize, and present complex data clearly.
- Strong analytical, critical thinking, and problem-solving skills, with the ability to assess data discrepancies, identify root causes, and recommend practical next steps.
- High standards for accuracy, timeliness, follow-through, documentation, and overall quality of work.
Preferred Qualifications:
- Five or more years of experience in investment operations, client service, compliance, data analysis, systems integration, or a related field.
- Three or more years of Focus experience preferred.
- Advanced proficiency with Orion Advisor Services, including performance, billing, account data, and related operational workflows.
- Experience using client relationship management systems, workflow tools, and collaborative project management environments.
- Working knowledge of custodial platforms, account administration, and related investment operations processes.
Additional Competencies:
- Ability to adapt quickly, manage competing priorities, and work effectively across multiple teams, personalities, business needs, and deadlines.
- Excellent organizational skills and attention to detail, with the ability to bring structure and discipline to a fast-paced integration environment.
- Collaborative, team-oriented approach with the confidence and professionalism to work across all levels of the organization.
- Strong written, verbal, and presentation communication skills, including the ability to translate data and operational topics into clear, practical messaging.
This position is an exempt position. The annualized base pay range for this role is expected to be between $55,000-$65,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package
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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 careers@focuspartners.com.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
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.
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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 39-2-901.
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 state’s 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.
