Sr. Business Analyst

Wealth Enhancement Group, LLC

Job Overview

Location

Remote

Job Type

Full-time

Full Job Description

📋 Description

• Partner and Support PMT Stakeholders and PMT Initiatives: Serve as a business partner to Advisor Services Directors and PMT members to translate requests into clear requirements, prioritization, and deliverables. Own intake for reporting and system requests (triage, scope, success criteria, timelines) and coordinate cross-functional resolution. Prepares standard and consistent reporting for scheduled meetings between Advisor Services Directors, other PMT participants, and Advisor Team Leads. Reporting & Analytics (monthly, quarterly, ad hoc): Coordinates and prepares monthly Advisor Team reporting, key metrics, and variance analyses. Analyzes and validates results to ensure accuracy, accountability, and data integrity. Perform detailed ad hoc analysis to understand drivers of trends or results. Maintain and enhance repeatable reporting assets and templates; write and maintain procedure documentation and metric definitions. Performs other ad hoc reporting or projects as assigned. Service Model, Engagement & Performance Reporting: Maintain and improve ser model reporting (expected vs. delivered touchpoints by tier, region/department and related roll ups. Support engagement scoring processes and reporting outputs used in leadership and operational reviews. Partner with stakeholders to identify data gaps, improve classification, and reduce manual effort in recurring reporting. Business Systems Support (ActiFi, Salesforce Support Org): ActiFi: Support configuration, reporting/analytics, assessments, training/adoption, and enhancement requests in partnership with the vendor and internal stakeholders. Salesforce Support Org: Support data integrity, user access/permissions questions, and field governance; partner with Helpdesk/Technology for admin changes. Ensure key channels (Salesforce, Support Org, ActiFi, and downstream reporting) are updated with correct and accurate data. Data Governance, Automation & Enablement: Consolidate and maintain PMT data and statistics on an ongoing basis (e.g., NCNM, ECNM, net flows, engagement/activity metrics) across sources. Identify data quality issues and drive resolution with appropriate data owners; implement lightweight controls and reconciliation checks. Support automation/AI initiatives that improve the capture of follow-up items and streamline recurring reporting workflows. Communication and Presentation Support: Assist with preparation of presentations and leadership-ready materials (PowerPoint decks, one-pagers) for events such as Regional Roundtables and PMT initiatives. Support communications strategy on behalf of PMT/Advisor Services, including updating intranet/Connections content when needed. Prepare Growth Leaders Circle and Micro Monday reporting and statistics to be posted on Connections and presented, as requested.

🎯 Requirements

• Bachelor's degree (or equivalent experience) in business; finance, economics or related preferred
• 8+ years in Financial Services industry, business analysis, reporting/analytics or business systems support, project management experience preferred
• Superior verbal and written communication skills; ability to translate analysis into clear recommendations and stakeholder ready materials.
• Proficient with Microsoft Office Suite – specifically PowerPoint and Excel.
• Strong knowledge of data platforms and data extraction (Salesforce ,Orion preferred.
• Working knowledge of BI/reporting concepts (Power BI a plus) and comfort with data quality, definitions, and governance
• Ability to work independently, manage competing priorities, and provide reliable back-up cover for critical reporting and systems support.
• FINRA Series 7 & 66 preferred

🏖️ Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Skills & Technologies

Senior

Remote

Degree Required

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Wealth Enhancement Group, LLC

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About Wealth Enhancement Group, LLC

Wealth Enhancement Group provides integrated financial planning and investment management services to individuals, families, and businesses. The firm combines portfolio management, tax strategies, estate planning, insurance, and retirement solutions through a team of advisors, CPAs, and attorneys. It operates on a fiduciary basis, managing over $26 billion in client assets from headquarters in Minneapolis and offices nationwide. Services include wealth transfer, business succession, executive compensation, and charitable planning. The company partners with tax and legal professionals to deliver coordinated advice, aiming to optimize clients’ financial outcomes across market cycles and generational transitions.

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