Support the Investment Advisor Group (IAG) by delivering impactful, insight‑driven financial analysis to business partners
Lead a broad range of analytics, financial management activities, and strategic business partner support
Drive improved outcomes and financial performance across the organization
Produce consultative analytics and executive‑level recommendations for key strategic priorities, business performance management, annual planning, and goal setting for IAG leadership
Collaborate closely with the Compensation team on Advisor compensation strategy and execution
Mentor and guide junior financial analysts within the group
Requirements
Bachelor’s degree in Finance, Economics, or related field; MBA or advanced degree preferred
10+ years of Finance experience with a strong track record in financial modeling and analysis
FP&A and line‑finance experience, with proven ability to partner effectively with senior leaders