Hilltop Securities Inc. · 2 days ago
Performance Improvement Analyst
Dallas, TX
Full-time
Onsite
Entry, Mid Level
2+ years expHilltopSecurities is hiring a Performance Improvement Analyst to support financial advisors across various firms. This role involves overseeing new product launches, process enhancements, and performance-improvement initiatives to drive revenue growth and operational excellence.
BankingFinanceFinancial Services
Responsibilities
Process Improvement & Risk Mitigation
Identify & implement workflow inefficiencies and lead process‑improvement initiatives
Partner with leadership to streamline operations, reduce risk, and strengthen service delivery
Document, assess, and optimize end‑to‑end advisor and product workflows
Lead coordination and execution of new product launches and product enhancements
Develop rollout plans, advisor training strategies, and communication materials
Partner with internal teams to ensure launch readiness and consistent advisor experience
Ensure integrated process flow
Manage weekly field communications, training schedules, webinars, and digital content
Build strong relationships with advisors and assist with platform navigation and adoption
Support technology‑driven training enhancements, including AI‑driven tools and chatbot workflows
Maintain and enhance KPI dashboards using Power BI
Analyze advisor performance, product utilization, and engagement trends
Develop insights that inform business strategy and organizational priorities
Work closely with Products & Solutions, Insurance, Operations, and other business partners
Participate in strategic initiatives that support firm growth and advisor productivity
Perform additional duties and strategic projects as assigned
Qualification
Required
Bachelor's degree preferred; business‑related field preferred, or equivalent work experience
Minimum 2 years of experience within the financial Services industry
Proficient in Microsoft Word, Outlook, and Excel
Strong project management skills with ability to manage multiple initiatives
Excellent communication skills
Highly detail‑oriented and analytical
Demonstrated ability to adapt to shifting organizational priorities
Self‑motivated team player and strong individual contributor
Preferred
Licenses preferred: Series 7 and 63/65 or 66; or ability to obtain required licenses within 90 days of hire
Experience with Envestnet, Salesforce, Power BI, AI‑driven tools, and chatbots preferred
Benefits
FINRA series exam sponsorship
Tuition reimbursement
Working with a mentor
Support from employees of all levels
Company
Hilltop Securities Inc.
HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike. But that’s only part of the story.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$838.43M2019-12-20Debt Financing· $838.43M
Leadership Team
D
David Holleran
Chief Operating Officer
Recent News
2025-10-28
2025-10-24
Company data provided by crunchbase