Job Description

Role overview:

We are looking for a strong BA/Finance Analyst with experience in supporting and improving business functions related to Corporate Finance and Wealth Management namely - Advisor Performance & Compensation, and Advisor Onboarding.

The position involves analytical work, collaboration with multiple teams, and an interest in emerging technologies, such as Artificial Intelligence.

This is an ONSITE role.

Responsibilities

1. Lead and support cross-functional projects related to corporate finance and advisor operations.
2. Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management.
3. Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track.
4. Analyze advisor performance metrics and compensation structures for strategic decision-making.
5. Define onboarding workflows for new advisors, ensuring compliance and operational preparedness.
6. Build and manage budgeting and forecasting models for advisor performance and profitability.
7. Facilitate communication among stakeholders to ensure clarity and alignment.

Qualifications

1. Experience in business analysis, ideally within financial services or wealth management.
2. Knowledge of corporate finance principles and advisor compensation models.
3. Background in defining and implementing business workflows.
4. Strong communication and stakeholder management abilities.

THIS IS AN ONSITE ROLE WITH AN ONSITE INTERVIEW SO ONLY LOCAL CANDIDATES WILL BE CONSIDERED FOR THIS ROLE.

NO VISA SPONSORSHIP PLEASE.

Job Tags

Similar Jobs