Associate, Advisor Compensation jobs in United States
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Elevation Point · 21 hours ago

Associate, Advisor Compensation

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$70K/yr - $80K/yr
date1+ years exp

Elevation Point is a company that focuses on advisor compensation programs. The Associate, Advisor Compensation plays a crucial role in administering, calculating, and reporting advisor compensation, ensuring accurate payouts and compliance with firm guidelines.

FinanceFinancial ServicesWealth Management

Responsibilities

Calculate and process routine advisor compensation, including revenue-based payouts, adjustments, and one-time payments
Assist in maintaining advisor compensation schedules, agreements, and related documentation
Validate compensation data to ensure accuracy and alignment with billing and revenue records
Support compensation-related inquiries from advisors, leadership, and internal teams
Assist in preparing monthly and quarterly compensation reports and summaries
Support variance analysis to identify discrepancies between expected and actual compensation results
Maintain accurate records to support internal reviews, audits, and compliance requirements
Coordinate with Billing, Operations, and Compliance to ensure compensation is aligned with advisory fee revenue and firm policies
Assist with continuous improvement of compensation processes, documentation, and controls
Support data entry, validation, and ad hoc audits related to advisor compensation

Qualification

Compensation administrationFinancial analysisFinancial services experienceAttention to detailConfidentiality

Required

Bachelor's degree in finance, Accounting, Business Administration, or a related field
1–3 years of experience in compensation administration, payroll, accounting, or financial operations; financial services experience preferred
Basic understanding of advisor compensation models and revenue-sharing arrangements
Strong analytical skills with high attention to detail and accuracy
Ability to handle confidential information with integrity and professionalism

Preferred

financial services experience preferred

Company

Elevation Point

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Elevation Point stands out with personalized support and dynamic OCIO solutions for independent advisors.
dateFounded in 2024
location
Minneapolis, Minnesota, USA
people-size51-200 employees
web-link
https://elevationpoint.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Emigrant Partners
2025-05-06Private Equity
2025-05-06Debt Financing

Recent News

Pulse 2.0
Harbor View Private Wealth Goes Independent With Minority Investment From Elevation Point
2026-01-19
Investment News
RIA moves: Creative Planning goes international with Baseline Wealth Management
2026-01-15
PR Newswire
$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point
2026-01-14
Company data provided by crunchbase