Wealth Enhancement Group · 5 hours ago

Business Analyst

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Provides ongoing and as needed support to Advisor Team Transition Manager and Directors for specific issues and ongoing Advisor Team Transition management

Regular check-ins with Manager and AS Directors to understand priorities and areas of support needed

Prepares standard and consistent reporting of transition metrics for regularly scheduled meetings

Provides support to Advisor Services Directors in completing Legal Request forms, coordinating with compensation, HR, compliance, and legal teams

Provides support to Advisor Services for M&A tracking and due diligence reporting

Coordinates and prepares monthly Advisor Team Transitions reporting including: 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

Writes and maintains procedure documentation

Performs other duties as assigned: manages Advisor Team Transitions inbox and requests, tracking spreadsheets, attends all Advisor Team Transition meetings to provide updates and manage follow-up needs

Assists with preparation of presentations using PowerPoint for events such as Advisor Transition Committee Meetings, Regional Roundtables, and other Advisor Services projects

Supports communication strategy on behalf of Advisor Services, including updating of intranet site

Supports and manages interdepartmental coordination of transition related activities

Track and follow M&A project status to ensure progress for M&A teams during repapering period

Report status on weekly basis to AS Directors for ongoing communication and transparency

Management and Consolidation of WEG Advisor Team Transition data and statistics on an ongoing basis

Ensure all channels (Salesforce, Support Org, ActiFi, etc.) are updated with correct and accurate data

Gathers and analyzes data to support Account Reassignment for Advisor Team Transitions, Compensation, and Compliance Analyses

Processes and follows-through on requests for Account Reassignment using Salesforce, Orion, Custodial Partners, and Broker Dealer systems: including data gathering, analysis, final documentation, and providing data for department specific processing

Compensation analyses for advisors as requested

Qualification

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Data AnalysisFinancial Services ExperienceMicrosoft ExcelSalesforceOrion FamiliarityReporting Skills