Wealth Enhancement Group

Senior Business Analyst

Wealth Enhancement Group

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $80,000 - $90,000 per year

Job Level

Senior

About the role

  • 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)
  • Support engagement scoring processes and reporting outputs used in leadership and operational reviews
  • Partner with stakeholders to identify data gaps, improve classification, and reduce manual effort in recurring reporting
  • ActiFi: Support configuration, reporting/analytics, assessments, training/adoption, and enhancement requests in partnership with the vendor and internal stakeholders.
  • Salesforce Support Org: Support data integrity, user access/permissions questions, and field governance; partner with Helpdesk/Technology for admin changes.
  • 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.
  • Prepare Growth Leaders Circle and Micro Monday reporting and statistics to be posted on Connections and presented, as requested.

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
  • Training and professional development
  • 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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business analysisreportinganalyticsdata extractiondata qualitydata governanceproject managementBI conceptsad hoc analysisvariance analysis
Soft Skills
communicationstakeholder managementprioritizationanalytical thinkingindependencetime managementattention to detailcollaborationpresentation skillsproblem-solving
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 66