Lead, Firm Onboarding - Wealth Technology

Focusfinancialpartners

St. Louis, MO, United States
Base: $100,000 - $150,000; bonus/equity: annual ca...
On-site
Wealth technology platform onboarding
Data mapping and conversion
Business rule definition
Supports the technical onboarding of incoming firms onto the organization’s standard wealth technology platforms

Job Summary

  • Supports the technical onboarding of incoming firms onto the organization’s standard wealth technology platforms.
  • Coordinates discovery of legacy firm systems, maps those systems and data to target platforms, and supports structured transitions onto core technologies.
  • Works closely with Platform Owners, Data teams, PMO/TMO, and vendors to ensure firm onboarding activities are well understood, properly sequenced, and aligned to target-state platforms.

Matching Summary

Supports the technical onboarding of incoming firms onto the organization’s standard wealth technology platforms.

Salary

Base: $100,000 - $150,000; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Wealth technology platform onboarding
  • Data mapping and conversion
  • Business rule definition
  • Cross-functional team coordination

Nice-to-have

  • Advisor workflows and CRM data structures
  • Regulated financial services environment

Key Requirements

  • 5+ years of experience
  • Experience supporting firm onboarding
  • Experience working in regulated financial services environments

Work Rights

Not specified

Tailored Resume

Cover Letter