Business Analyst, Private Client Group and Sales Enablement

5+ years of experience in wealth management, financial services, consulting, or a related analytical or operational role.

Strong analytical abilities with proven experience building KPIs, dashboards, and management ready reporting.

Experience with CRM systems (Salesforce preferred), marketing automation tools, and wealth management systems (Addepar, Seismic) is a plus.

Demonstrated ability to work cross functionally and influence without authority.

Exceptional project management skills and comfort managing multiple workstreams simultaneously.

Strong proficiency in Microsoft Word, Excel, and PowerPoint

SCS is seeking a Business Analyst, Private Client Group and Sales Enablement (“VP”) to join the Boston, MA office. The Business Analyst will play a central role supporting the management of the Private Client Group (PCG) and the Marketing & Sales Strategy team. This role supports the operational, analytical, and strategic functions that allow advisors and client teams to deliver an exceptional client experience, ensure service model consistency, optimize resource planning, and accelerate advisor growth and business development effectiveness. The Business Analyst will partner closely with the National Head of Wealth Management, PCG leadership, the Head of Marketing & Sales Strategy, cross-functional teams, and advisors.

The ideal candidate brings strong analytical rigor, exceptional project and stakeholder management skills, and a proactive, solutions-oriented approach to improving workflows, data infrastructure, advisor adoption of processes, and the overall effectiveness of both the PCG and the firm’s marketing and sales engine.