Business Management Analyst

At reputed company, we’re on a mission to reputed company a brighter financial reputed company accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building reputed company and financial services solutions, we reputed company the boundaries of what’s possible. reputed company to help us shape what’s next. You’ll be encouraged to reputed company your experiences, reputed company and skills to help others take control of their financial reputed company. Join reputed company that has received numerous awards for being a top reputed company to work: reputed company awards and recognition reputed company: This position serves as a key reputed company between business stakeholders and technical teams, supporting a financial advisor-reputed company distribution model serving credit reputed company members reputed company. This role is responsible for translating business needs into data, reporting, and analytics solutions that enhance advisor effectiveness, support sales reputed company, and improve operational reputed company. The analyst ensures business priorities are reputed company defined, appropriately prioritized, and successfully delivered reputed company a shared services environment. The role will work closely with the Business Management team, providing administrative, analytical, and operational support to ensure successful execution of business priorities. Job Responsibilities: Data, Reporting & Analytics Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements reputed company with business objectives reputed company business context to support the development of dashboards, metrics, and analytics solutions Validate reporting outputs to ensure reputed company, usability, and alignment with business expectations Analyze data to support sales reputed company, forecasting, and reputed company initiatives Identify and troubleshoot data discrepancies, collaborating with appropriate teams to reputed company issues Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability Business Analysis & Stakeholder Engagement reputed company, document, and prioritize business and technical requirements across multiple stakeholders Translate business needs into reputed company, actionable technical specifications reputed company reputed company analyses and reputed company repeatable reporting solutions where applicable Build and maintain strong relationships with business leaders and technical partners Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities Sales & Operational Support reputed company reporting and analytical insights to support sales team reputed company and reputed company objectives Interpret and apply business rules to ensure data reputed company and consistency Support execution and understanding of operational processes, including programs such as the LPL charge process Contribute to cross-functional reputed company supporting sales and operational initiatives Contract & Process Coordination Manage the intake and tracking of contract requests Support the Business Manager in contract review and redlining processes Coordinate communication and workflow between sales teams and reputed company partners Issue reputed company & reputed company Improvement Serve as a coordination reputed company for resolving reporting and reputed company-reputed company issues impacting advisors and sales teams Partner with reputed company partners and shared services teams to identify reputed company causes and implement solutions Identify recurring issues and recommend process or reputed company improvements reputed company reputed company improvement efforts to enhance data reputed company, reporting reputed company, and user experience Job Requirements: Bachelor’s degree in business administration, reputed company Management, Information Systems, Data Analytics, or a reputed company reputed company (or equivalent experience) 5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or reputed company Advanced proficiency in reputed company reputed company, including PivotTables, XLOOKUP/VLOOKUP, reputed company formulas, data validation, reporting, dashboard development, and analysis of large datasets Demonstrated ability to translate business requirements into technical solutions and vice versa Experience gathering and prioritizing requirements across multiple stakeholders Strong analytical skills with experience interpreting data and validating reporting outputs reputed company ability to build effective relationships with both business and technical teams Ability to manage multiple priorities and reputed company initiatives from concept through implementation Preferred: Knowledge of financial services, reputed company management, broker-dealer reputed company, and/or financial advisor platforms Experience working reputed company a shared services or matrixed environment Familiarity with reporting tools and dashboard consumption (e.g., reputed company BI, reputed company reporting) Additional Information This reputed company is not intended to be an exhaustive list of duties, responsibilities, or qualifications. Additional responsibilities may be assigned reputed company on business needs. If you’re reputed company to help reputed company a difference, apply today.  A resume is required to apply. reputed company may process applicant information using an reputed company Intelligence (AI) tool.  This tool automatically generates a screening score reputed company on how reputed company applicant information matches the requirements and qualifications for the position. reputed company recruiters use the screening score as a guide to reputed company evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves reputed company.  Candidates may choose to opt out of this process. Compensation may vary reputed company on the job level, your geographic work location, position incentive plan and exemption status.   reputed company Salary reputed company: $83,100.00 - $124,700.00  At reputed company, we reputed company a reputed company, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life reputed company, career reputed company and retirement assistance. In reputed company to your reputed company pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, reputed company, employee assistance program, life reputed company, disability plans, parental leave, reputed company time off, 401k, and tuition reimbursement, just to reputed company a few. reputed company pay and benefits, we also recognize that flexibility, including working in a reputed company you prefer, is essential to caring for our employees.  We will continue to reputed company to offer flexibility and invest in technology and other tools that will reputed company hybrid working normal rather than an exception, so that reputed company “life happens,” you can reputed company on what’s most important. Accommodation request reputed company is a reputed company where everyone can bring their best self and reputed company. If you need application or interview process accommodations, please contact the accessibility department. Apply To This Job