Advisor Compensation Analyst

Overview

This position administers and analyzes variable compensation for financial advisors. Working as part of the accounting team, you will help ensure accurate payments, support process improvements, and assist with the effective integration of new advisor teams to support organizational growth.

Responsibilities

Compensation Processing and Analysis

• Gather variable compensation requirements and process semi-monthly compensation cycles for financial advisors
• Analyze and update critical pre-processing Salesforce dashboard reports
• Conduct pay period compensation review by payee
• Maintain and update the compensation system, ensuring all new user financial agreements are accurately entered
• Review, code, design, and test system configurations to enable accurate variable compensation calculations

Reporting, Review, and Integration Support

• Develop enhanced reporting, archival processes, and preprocessing dashboards
• Assist in variable compensated advisor review and setup
• Assist in diligence review and integration planning related to contracts, solicitor agreements, and employment agreements
• Attend integration meetings and communicate relevant details across accounting teams
• Coordinate with internal teams to help advisors plan for team compensation changes

Advisory Support

• Communicate directly with financial advisors to resolve compensation questions
• Analyze compensation issues and recommend process or system designs to meet advisor expectations
• Assist teams with compensation-related inquiries and coordinate follow-up actions

AI Literacy

• Demonstrate the ability to effectively use AI tools and technologies in daily work tasks
• Understand how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards
• Stay comfortable learning new AI applications and understanding appropriate use cases and limitations
• Continue learning and adapting to new AI tools and methodologies as AI technology evolves

Requirements

• Bachelor’s degree or equivalent experience in accounting, business, or a related field demonstrated through one or a combination of the following: work experience, training, military experience, education
• Minimum of 2 years of business experience; experience in accounting, audit, or compensation processing preferred
• Proficiency in Microsoft Office Suite
• AI literacy, including the ability to utilize and adapt to AI tools and technologies as part of daily work tasks
• Strong interpersonal and communication skills across all organizational levels
• Experience communicating sensitive information
• Superior attention to detail and problem-solving skills
• Strong time management and organizational abilities

Preferred Qualifications

• Experience in accounting, audit, or compensation processing

Compensation & Benefits

Pay

• Base salary range: $60,000 to $70,000 (exclusive of bonuses and benefits)
• Entire salary grade (for this level): $67,300 - $97,600

Benefits

You may be eligible to participate in the following benefits and development opportunities:

• 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)

Location

Remote

Additional Information

• This organization participates in E-Verify and is an Equal Opportunity Employer, including disabled and veterans.
• OSHA requirements: Ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
• Reasonable accommodation is available during the application process or selection process.