Senior Business Analyst, Operations
About The Position
Cetera Financial Group is seeking a Senior Advisory Operations Business Analyst to support its Advisory Operations team within Specialty Operations. The position is hybrid, requiring 2–3 days per week in the office, and candidates must live within commuting distance of the Coppell, Texas office. The role serves as a senior subject matter resource for Advisory and/or Brokerage products, operations, platforms, and clearing relationships. It leads operational data analysis and reporting, including capacity and performance metrics, and turns complex information into recommendations and executive-ready presentations. The analyst manages multiple initiatives and cross-functional projects, supports product, platform, program, and process rollouts, and identifies ways to simplify, standardize, automate, and improve operations and reporting. The position also researches complex issues, escalates emerging risks and data inconsistencies with proposed solutions, and shares expertise with less experienced team members. The role works with business applications and data platforms including Docupace, NetX360, AdviceWorks, MAA, Salesforce, SmartWorks, and Snowflake. Relevant operational processes include proposal, trading, performance, billing, and workflow tools.
Requirements
- At least 5 years of experience in financial services, Advisory Operations, Brokerage Operations, Specialty Operations, business analytics, or a related discipline.
- Demonstrated experience organizing, validating, analyzing, and presenting large and complex data sets.
- Experience with Snowflake or a similar enterprise data platform and the ability to translate data into business insights.
- Advanced Microsoft Excel proficiency, including complex formulas, pivot tables, data analysis, and data visualization.
- Strong PowerPoint skills and experience creating executive-level presentations and business reports.
- Demonstrated project management experience managing priorities, deliverables, dependencies, risks, and cross-functional stakeholders.
- Ability to independently manage competing priorities and sequence work according to business impact, urgency, risk, and dependencies.
- Strong analytical and problem-solving skills, including the ability to provide insights, recommendations, and proposed solutions beyond reporting data.
- Ability to clearly communicate complex operational or analytical information to operational teams and senior leadership.
- Experience identifying and implementing process improvement, automation, reporting, or workflow enhancements.
- Ability to provide guidance, share knowledge, and informally mentor team members.
Responsibilities
- Serve as a senior subject matter resource on Advisory and/or Brokerage products, operational processes, platforms, and clearing relationships.
- Collect, organize, validate, and analyze complex operational data to identify trends, capacity concerns, opportunities, and actionable insights.
- Use Snowflake, Microsoft Excel, PowerPoint, and other applicable Microsoft Office applications to analyze large data sets, develop reporting, and communicate findings to leadership.
- Own and improve metrics, capacity reporting, and data analysis across Advisory, Fee For Service, and Specialty Operations functions.
- Manage multiple initiatives, reporting deliverables, priorities, dependencies, and deadlines with limited oversight.
- Lead or coordinate cross-functional projects by defining objectives, milestones, responsibilities, risks, and communication plans, and drive work through completion.
- Provide leadership with analysis and recommendations on capacity, workflow, productivity, operational risk, service levels, and resource planning.
- Develop executive-ready presentations and reports that communicate performance, trends, risks, opportunities, and recommended actions.
- Partner with leaders and operations teams to identify opportunities to simplify, standardize, automate, and improve processes and operational data practices.
- Support product, platform, program, and process rollouts by coordinating across teams, assessing operational impacts, identifying risks and dependencies, and making recommendations.
- Provide a strong partner experience to advisors, leaders, operations teams, and other internal and external partners; independently research complex issues and recommend actionable solutions.
- Apply advanced understanding of Advisory Operations processes and procedures, including proposal, trading, performance, billing, and workflow tools.
- Assess clearing-firm and platform relationships and differences, including downstream effects on teams, processes, and reporting.
- Mentor less experienced team members by sharing operational knowledge, analytical techniques, reporting practices, and project management approaches.
- Develop proficiency in Docupace, NetX360, AdviceWorks, MAA, Salesforce, SmartWorks, Snowflake, and other applicable reporting and data platforms.
- Independently identify operational concerns, data inconsistencies, and emerging trends, and proactively escalate them with recommended solutions.
Benefits
- Competitive salary.
- Health insurance.
- Dental insurance.
- Vision insurance.
- Life insurance.
- Mental health benefits.
- 20+ days of paid time off.
- Paid holidays.
- Two paid wellness days.
- 401(k) savings plan with company contributions up to 5%.
- Paid parental leave for birth, adoption, and fostering.
- Health Savings Account options.
- Flexible Spending Account options.
- Employee Assistance Program.
- Pet insurance.
- Paid caregiver leave.
- Identity theft protection through LifeLock.
- Other voluntary benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
