Lead, Firm Onboarding - Wealth Technology

Focus Partners Wealth(7 days ago)

St. Louis, MOOnsiteFull TimeSenior$100,000 - $150,000Wealth Technology

About this role

The Lead, Firm Onboarding in Wealth Technology is responsible for supporting the technical onboarding of new firms onto wealth management platforms. The role involves coordinating data and system mapping, understanding business and technical requirements, and supporting transition activities to ensure successful onboarding.

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Required Skills

Data Mapping
Platform Onboarding
Wealth Management
CRM
Data Conversion
Project Coordination
Financial Services
Business Analysis
Stakeholder Communication
Data Transformation

About Focus Partners Wealth

focuspartners.com

Focus 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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