Lead, Firm Onboarding - Wealth Technology

Position Summary

The Lead, Firm Onboarding – Wealth Technology supports the technical onboarding of incoming firms onto the organization’s standard wealth technology platforms. This role coordinates discovery of legacy firm systems, maps those systems and data to target platforms, and supports structured transitions onto core technologies.
The role works closely with Platform Owners, Data teams, PMO/TMO, and vendors to ensure firm onboarding activities are well understood, properly sequenced, and aligned to target-state platforms. This position focuses on coordination, data understanding, and business understanding.

This role is located in St. Louis, MO. 

 

Primary Responsibilities

• Support discovery of incoming firms’ wealth technology environments, including CRM, portfolio accounting, trading, and reporting platforms
• Coordinate mapping of legacy firm systems and data to the organization’s target wealth technology platforms
• Work closely with CRM and platform stakeholders to understand existing firm data and target-state data requirements
• Help define business rules, data mappings, and assumptions needed to support data conversion efforts
• Partner with technical team members responsible for data transformation and scripting by providing clear business context and logic
• Assist in planning transitions from legacy firm platforms to target platforms, including identifying dependencies and risks
• Support planning and coordination of legacy platform sunset activities following successful firm transitions
• Partner with PMO/TMO to align onboarding activities with overall firm transition timelines
• Help document onboarding approaches, assumptions, and lessons learned to support repeatability

Qualifications

• 5+ years of experience in wealth technology, platform onboarding, data conversion, or related roles
• Working knowledge of wealth management platforms, particularly CRM systems and associated data
• Experience translating business needs into platform and data requirements
• Ability to coordinate across multiple teams and external vendors
• Strong organizational, analytical, and communication skills
• Experience supporting firm onboarding or platform transitions
• Familiarity with advisor workflows and CRM data structures
• Experience working in regulated financial services environments

 

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