Overview
This role serves as a key liaison between business stakeholders and technical teams, supporting a financial advisor-based distribution model serving credit union members nationwide. The position is responsible for translating business needs into data, reporting, and analytics solutions that enhance advisor effectiveness, support sales performance, and improve operational outcomes. It involves working closely with the Business Management team to provide administrative, analytical, and operational support to ensure successful execution of business priorities.
Responsibilities
Data, Reporting & Analytics
- Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives
- Provide business context to support the development of dashboards, metrics, and analytics solutions
- Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations
- Analyze data to support sales performance, forecasting, and growth initiatives
- Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues
- Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability
Business Analysis & Stakeholder Engagement
- Gather, document, and prioritize business and technical requirements across multiple stakeholders
- Translate business needs into clear, actionable technical specifications
- Deliver ad hoc analyses and develop 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
- Provide reporting and analytical insights to support sales team performance and growth objectives
- Interpret and apply business rules to ensure data integrity and consistency
- Support execution and understanding of operational processes, including programs such as the LPL charge process
- Contribute to cross-functional projects 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 legal partners
Issue Resolution & Continuous Improvement
- Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams
- Partner with external partners and shared services teams to identify root causes and implement solutions
- Identify recurring issues and recommend process or system improvements
- Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience
Requirements
- Bachelor’s degree in Business Administration, Operations Management, Information Systems, Data Analytics, or a related field (or equivalent experience)
- 5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or operations
- Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex 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
- Proven ability to build effective relationships with both business and technical teams
- Ability to manage multiple priorities and drive initiatives from concept through implementation
Preferred Qualifications
- Knowledge of financial services, wealth management, broker-dealer operations, and/or financial advisor platforms
- Experience working within a shared services or matrixed environment
- Familiarity with reporting tools and dashboard consumption (e.g., Power BI, Salesforce reporting)
Compensation & Benefits
- Base salary range: $83,100.00 - $124,700.00
- Position may be eligible for an annual incentive (bonus) plan
- Benefits include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401(k), and tuition reimbursement
- Flexible workplace options supporting work-life balance and hybrid work arrangements
Additional Information
- This job description is not exhaustive; additional responsibilities may be assigned based on business needs.
- Applicants may be evaluated using an AI screening tool as part of the recruitment process; candidates can opt out.
- Accommodation requests for the application or interview process are supported to ensure an inclusive environment.
Location
Not specified.