Trustage
Business Management Analyst (Wealth Management)
Remote - USA
Sponsorship not specified$83k-$125kDetected 12 days ago
Data AnalysisData VisualizationAccessibilitySalesforceSalesForecastingExcelOperations ManagementContract ManagementCommunication
About the role
- We need you to help us shape what's next.
- You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
- The analyst ensures business priorities are clearly defined, appropriately prioritized, and successfully delivered within a shared services environment.
Responsibilities
- Provide business context to support the development of dashboards, metrics, and analytics solutions
- Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations
- Analyze data to support sales performance, forecasting, and growth initiatives
- Deliver ad hoc analyses and develop repeatable reporting solutions where applicable
- Build and maintain strong relationships with business leaders and technical partners
- Provide reporting and analytical insights to support sales team performance and growth objectives
- Support execution and understanding of operational processes, including programs such as the LPL charge process
- Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives
- Gather, document, and prioritize business and technical requirements across multiple stakeholders
- Sales & Operational Support
Requirements
- Bachelor's degree in business administration, Operations Management, Information Systems, Data Analytics, or a related field (or equivalent experience)
- 5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or operations
- Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, data validation, reporting, dashboard development, and analysis of large datasets
- Demonstrated ability to translate business requirements into technical solutions and vice versa
- Experience gathering and prioritizing requirements across multiple stakeholders
Nice to have
- Knowledge of financial services, wealth management, broker-dealer operations, and/or financial advisor platforms
- Experience working within a shared services or matrixed environment
- Familiarity with reporting tools and dashboard consumption (e.g., Power BI, Salesforce reporting)
Compensation
- may vary based on the job level, your geographic work location, position incentive plan and exemption status.
- $83,100.00 - $124,700.00
- In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.
- Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.
Benefits
- At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance.
Company info
- If you're ready to help make a difference, apply today.
Equal opportunity
- Accommodation request
Visa & Work Authorization
- Candidates may choose to opt out of this process.
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This listing is sourced directly from Trustage's careers page and normalized into a canonical job model.