Senior Business Analyst

🕒 April 22

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• 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)