Analyst, Product and Platform Management

Focus Financial Partners•St. Louis, MO

26d•$90,000 - $105,000

About The Position

The Product & Platform Analyst supports the management and evolution of enterprise wealth technology platforms. The role works across business, technology, and vendor teams to understand how platforms are used and managed, identify opportunities for improvement, and help drive initiatives through completion. The Analyst looks beyond individual applications to understand how platforms fit together across the Wealth Technology environment, including connections to other systems, data, services, vendors, and business processes. The role calls for someone comfortable learning new technologies, working through ambiguity, solving problems, and identifying ways to improve consistency, scalability, efficiency, and how technology works together across the organization. This is an exempt position. The annualized base salary range is $90,000–$105,000. Actual base pay may vary based on factors including experience, subject matter expertise, geographic location, and skill set. Base pay is one component of total compensation; other rewards may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k). The job title may change based on the selected candidate’s experience and education.

Requirements

Relevant experience in product or platform support, business or systems analysis, enterprise technology, financial services, or a related area.
Strong analytical and problem-solving skills, including the ability to work through incomplete or ambiguous information.
Strong technical aptitude and ability to understand how applications, processes, data, integrations, and dependencies fit together.
Familiarity with technology concepts such as APIs, data flows, system integrations, and identity and access concepts.
Ability to understand and explain technical concepts clearly to technical and non-technical stakeholders.
Demonstrated initiative and adaptability, with the ability to identify next steps and follow work through to completion.
Strong organizational, written, and verbal communication skills.
Ability to work effectively across business teams, technology teams, and external vendors.

Nice To Haves

Experience in wealth management or financial services.
Experience working with enterprise software, SaaS platforms, or other business applications.
Experience supporting platform implementations, migrations, integrations, configuration, testing, or process improvement.

Responsibilities

Develop a working understanding of relevant platforms, including their capabilities, configuration, integrations, dependencies, and key business uses.
Assess how platforms and technology-enabled processes operate and identify opportunities to simplify, standardize, automate, or improve them.
Identify opportunities to improve platform consistency, scalability, efficiency, and alignment with broader technology standards and direction.
Work with business and technology stakeholders to understand needs, requirements, and constraints, and help translate them into platform solutions and next steps.
Research platform and vendor capabilities, evaluate options, and develop recommendations to support platform decisions and improvements.
Coordinate with business teams, technology teams, and vendors to address dependencies, resolve issues, and drive work toward completion.
Support platform implementations, migrations, consolidations, integrations, enhancements, testing, and other initiatives.
Investigate platform issues and opportunities, gather relevant information, engage appropriate resources, and help drive resolution.
Maintain documentation of platform configurations, integrations, dependencies, processes, and key decisions.
Support technology discovery, onboarding, and platform transition activities related to acquisitions and organizational change.
Communicate findings, risks, dependencies, recommendations, and next steps to business and technology stakeholders.
Identify opportunities to improve platform integrations with other systems, scalability for business needs, and support for users effectively.