Description:
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
Dec 16, 2025;
from:
dice.com