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.