Senior Business Analyst

🕒 Abril 22

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Wealth Enhancement Group

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1997

💰 $736.300 Funding Round em 2022-02

Em 1997, quatro consultores que compartilhavam um espaço de escritório descobriram que também compartilhavam uma crença essencial: A indústria de serviços financeiros precisava de um novo e melhor método para fornecer conselhos aos clientes — um que ajudaria a aliviar o estresse das vidas financeiras de seus clientes. Eles construíram uma empresa que ofereceria orientação financeira verdadeiramente abrangente, tudo sob o mesmo teto, para que os clientes não tivessem que lidar com o incômodo de gerenciar múltiplos relacionamentos financeiros, tomar decisões complexas ou coordenar contas distintas. Essa ideia evoluiu para o que chamamos de Roundtable™, nossa equipe de especialistas e consultores em seis áreas essenciais de gestão de patrimônio. Acreditamos que essa equipe, juntamente com nosso processo UniFi™ de 3 etapas, ajuda a garantir que sua vida financeira esteja organizada, completa e simplificada, permitindo que você tome decisões com mais confiança e se sinta menos estressado ao gerenciar seu patrimônio. Valores mobiliários oferecidos através da LPL Financial, membro da SIPC (www.SIPC.org). Serviços de consultoria oferecidos através da Wealth Enhancement Advisory Services, um consultor de investimentos registrado. Wealth Enhancement Group e Wealth Enhancement Advisory Services são entidades separadas da LPL Financial.

Descrição

• Partner and Support PMT Stakeholders and PMT Initiatives • Serve as a business partner to Advisor Services Directors and PMT members to translate requests into clear requirements, prioritization, and deliverables. • Own intake for reporting and system requests (triage, scope, success criteria, timelines) and coordinate cross-functional resolution. • Prepares standard and consistent reporting for scheduled meetings between Advisor Services Directors, other PMT participants, and Advisor Team Leads. • Coordinates and prepares monthly Advisor Team reporting, key metrics, and variance analyses. • Analyzes and validates results to ensure accuracy, accountability, and data integrity. • Perform detailed ad hoc analysis to understand drivers of trends or results. • Maintain and enhance repeatable reporting assets and templates; write and maintain procedure documentation and metric definitions. • Maintain and improve service model reporting (expected vs. delivered touchpoints by tier, region/department and related roll ups). • Partner with stakeholders to identify data gaps, improve classification, and reduce manual effort in recurring reporting. • Support configuration, reporting/analytics, assessments, training/adoption, and enhancement requests in partnership with the vendor and internal stakeholders. • Ensure key channels (Salesforce, Support Org, ActiFi, and downstream reporting) are updated with correct and accurate data. • Consolidate and maintain PMT data and statistics on an ongoing basis (e.g., NCNM, ECNM, net flows, engagement/activity metrics) across sources. • Identify data quality issues and drive resolution with appropriate data owners; implement lightweight controls and reconciliation checks. • Support automation/AI initiatives that improve the capture of follow-up items and streamline recurring reporting workflows. • Assist with preparation of presentations and leadership-ready materials (PowerPoint decks, one-pagers) for events such as Regional Roundtables and PMT initiatives. • Support communications strategy on behalf of PMT/Advisor Services, including updating intranet/Connections content when needed.

🎯 Requisitos

• Bachelor's degree (or equivalent experience) in business; finance, economics or related preferred • 8+ years in Financial Services industry, business analysis, reporting/analytics or business systems support, project management experience preferred • Superior verbal and written communication skills; ability to translate analysis into clear recommendations and stakeholder ready materials. • Proficient with Microsoft Office Suite – specifically PowerPoint and Excel. • Strong knowledge of data platforms and data extraction (Salesforce, Orion preferred). • Working knowledge of BI/reporting concepts (Power BI a plus) and comfort with data quality, definitions, and governance • Ability to work independently, manage competing priorities, and provide reliable back-up cover for critical reporting and systems support. • FINRA Series 7 & 66 preferred

🏖️ Benefícios

• Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)