Manager, Planning & Compensation Analytics
Location
New Jersey
Posted
20 days ago
Salary
$114.5K - $188.9K / year
Bachelor Degree3 yrs expEnglishPythonSQL
Job Description
• 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.
Job Requirements
- 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.
Benefits
- 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.
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