Business Analyst, Private Client Group and Sales Enablement

SCS Financial•Boston, MA

2d•$120,000 - $135,000•Onsite

About The Position

SCS is seeking a Business Analyst, Private Client Group and Sales Enablement (“VP”) to join the Boston, MA office. The Business Analyst will play a central role supporting the management of the Private Client Group (PCG) and the Marketing & Sales Strategy team. This role supports the operational, analytical, and strategic functions that allow advisors and client teams to deliver an exceptional client experience, ensure service model consistency, optimize resource planning, and accelerate advisor growth and business development effectiveness. The Business Analyst will partner closely with the National Head of Wealth Management, PCG leadership, the Head of Marketing & Sales Strategy, cross-functional teams, and advisors. The ideal candidate brings strong analytical rigor, exceptional project and stakeholder management skills, and a proactive, solutions-oriented approach to improving workflows, data infrastructure, advisor adoption of processes, and the overall effectiveness of both the PCG and the firm’s marketing and sales engine.

Requirements

5+ years of experience in wealth management, financial services, consulting, or a related analytical or operational role.
Strong analytical abilities with proven experience building KPIs, dashboards, and management ready reporting.
Demonstrated ability to work cross functionally and influence without authority.
Exceptional project management skills and comfort managing multiple workstreams simultaneously.
Strong proficiency in Microsoft Word, Excel, and PowerPoint
Strong written and verbal communication skills; able to translate complex information into clear, actionable insights.
High level of professionalism, discretion, and judgment.
Self starter mindset with the ability to operate autonomously while maintaining strong alignment with leadership.

Nice To Haves

Experience with CRM systems (Salesforce preferred), marketing automation tools, and wealth management systems (Addepar, Seismic) is a plus.

Responsibilities

Develop data-driven insights that help PCG leadership make decisions on resource allocation, advisor workload balancing, and advisor development priorities.
Support PCG leadership in the rollout and adoption of standardized service models and workflows across the PCG.
Help document, update, and socialize policy and procedure changes, including processes for new services (e.g., bill pay) and specific client segments.
Support the ongoing refinement and application of the firm’s advisor capacity planning framework.
Drive improvements across workflows, reporting, and technology utilization.
Maintain and enhance the PCG dashboard, including KPIs covering advisor productivity, pipeline health, service delivery, capacity utilization, and operational risk.
Assist in administering and organizing all advisor training and development programs.
Help manage various PCG meetings, including agenda organization, material preparation, and tracking of follow-ups.
Partner with the Head of Marketing & Sales Strategy to support business development initiatives, including tracking, ROI, and CRM usage, across the firm.
Support CRM usage and adoption across the PCG to ensure data integrity, compliance, and proper documentation of activities.
Manage pipeline reporting and prepare materials for bi‑monthly BD meetings.
Track and support key lead generation programs (FIP, SAN, solicitors), ensuring conversion metrics and advisor follow up timelines are well managed.
Work with O&A, Finance, HR, and other functions to support PCG initiatives and ensure strong cross-functional alignment.
Support change management and communication efforts to ensure smooth rollout of new tools, processes, or service models.