Wealth Management Technology Business Analyst

Overview

Hybrid
$110000
Full Time

Job Details

Job Summary:

The Wealth Management Technology Business Analyst plays a critical role in ensuring smooth operations of the client relationship management (CRM) system and supporting key technology platforms. This position provides first-line CRM support, drives user adoption, and assists with technology initiatives that enhance efficiency across the organization.

Job Functions:

CRM Support & Administration

  • Provide first-line CRM support, resolving 80%–90% of incoming support tickets.
  • Manage and respond to inquiries via the CRM support inbox.
  • Oversee daily CRM system operations and perform routine maintenance tasks.
  • Deliver user training and onboarding for new CRM users.
  • Communicate updates and new CRM release information to stakeholders.
  • Support user adoption initiatives and monitor engagement metrics.
  • Recommend and implement workflow enhancements to improve CRM functionality.
  • Collaborate with technical teams to resolve complex data or integration issues.
  • Assist in implementing CRM enhancements and feature rollouts.
  • Maintain documentation and best practices for CRM usage.
  • Serve as a backup for vendor coordination and integration support.

Wealth Technology

  • Learn and become proficient in the firm's Wealth portfolio management system (Addepar).
  • Act as a backup resource for managing and responding to Addepar support tickets.
  • Develop working knowledge of additional Wealth technologies, including:
    • Custodian platforms
    • Financial planning tools
    • Document storage and management systems
  • Assist in coordinating support across platforms and ensure data consistency between systems.
  • Contribute to the firm's AI initiatives aimed at improving employee efficiency.
Qualifications:
  • Bachelor’s degree in Information Systems, Business, Finance, or related field preferred.
  • 3+ years of experience in CRM administration or technology support.
  • Strong problem-solving skills and ability to manage multiple priorities.
  • Excellent communication and training skills.
  • Familiarity with financial services technology (Addepar, custodial platforms) is a plus.
  • Proficiency in using AI tools such as Microsoft Co-Pilot, ChatGPT, and Gemini is desirable.
  • Familiarity with AI automation using Python, Claude Code, and/or Gemini CLI is a plus
  • Proficiency in Microsoft Office Suite; experience with workflow automation tools is desirable.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

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