Analyst, Wealth Technology
Focus Partners Wealth(13 days ago)
About this role
The Analyst, Wealth Technology supports data-related projects, focusing on CRM data support and migration, within a financial services organization. The role involves collaborating with stakeholders and managing data processes to facilitate platform integrations and improvements.
Required Skills
- SQL
- CRM
- Data Management
- Data Migration
- Data Analysis
- Excel
- PowerBI
- Tableau
- Stakeholder Management
- Solution Design
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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