Maintain forward looking advisor compensation calculators and modeling tools.
Partner with recruiting organization to provide key profitability insights into new financial advisor acquisition.
Partner with Finance organization to provide Multi Year Forecast of variable expense to be used by senior management.
Provide subject matter expertise on existing compensation practices and trends.
Maintain and develop self-serve reporting for various home office requests (historical pay data, historical performance data, ad hoc senior leadership requests).
Support additional work, assignments and management as needed.

A forward thinking mindset with a keen eye for identifying inefficiencies and suggestions for improvement.
Strong organization skills and the ability to manage multiple priorities while working under tight time constraints.
Ability to handle ad hoc reporting and analytical requests.
Excellent written and verbal communication skills and strong interpersonal skills.
Ability to excel in a team environment, as well as work well independently.
Proficiency in Powerpoint and Excel with the ability to manage large data files.
Experience with data languages (SQL, python, etc…) is a plus.
Well versed in the financial services landscape with an understanding of advisor and sales leader incentives.
Experience with corporate finance reporting schedules and lexicon.
Minimum of 3 years in a reporting or analytical capacity.

Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance.
Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

Manager, Planning & Compensation Analytics

Key skills