Wealth Management Senior Associate - Field Programs and Enablement

Job Responsibilities

• Manage the financial administration of key advisor programs, including calculating and validating payments, maintaining financial records, tracking program activity, and coordinating timely and accurate execution.
• Reconcile financial activity across multiple data sources, research discrepancies, validate calculations and payments, and partner with stakeholders to resolve exceptions.
• Partner with Finance, Controllers, Compensation, and other business stakeholders on financial transactions, payment activity, reconciliations, and related program requirements.
• Develop and maintain recurring financial and management reporting and analyze program activity, revenue, payments, trends, and exceptions to provide insights to business leaders.
• Maintain financial controls and supporting documentation to help ensure calculations, adjustments, approvals, and payments are accurate, appropriately documented, and reproducible.
• Identify opportunities to improve processes, data, and reporting through standardization, automation, and effective use of technology.
• Support broader program administration, analysis, issue resolution, and ongoing program enhancements in partnership with team members and business stakeholders.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree and a minimum of three years of experience in financial services, including Finance, Accounting, Compensation, Business Management, Operations, or a related field.
• Experience working with financial concepts and processes, including revenue, payments, reconciliations, financial reporting, or similar financial activities.
• Experience analyzing data, calculations, and business processes to identify issues and develop fact-based conclusions.
• Experience performing work that requires accuracy, attention to detail, and adherence to financial controls.
• Proficiency with Microsoft Excel and experience working with large or complex data sets.
• Experience managing multiple priorities, recurring deliverables, and time-sensitive activities.
• Experience managing work and issues from identification through resolution.
• Written and verbal communication skills, including experience explaining financial information clearly and concisely.
• Experience collaborating with Finance, business, or support functions.
• Ability to identify process improvement opportunities and assess how financial or operational processes can be improved.
• Ability to exercise appropriate judgment when handling sensitive financial, business, and compensation information.

Preferred Qualifications, Capabilities, and Skills

• Experience in financial reporting, financial planning and analysis, controllership, compensation, incentive administration, or financial operations.
• Experience developing or improving reconciliations, financial controls, and management reporting.
• Experience automating manual processes or developing scalable reporting solutions.
• Experience with SQL, Tableau, Alteryx, Python, Databricks, or similar analytical tools.
• Knowledge of Wealth Management products, advisor economics, or incentive compensation.