Lead, Firm Onboarding - Wealth Technology

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

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.

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