Advisor Compensation Analyst

Sourced.; Georgia; Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Short & Long Term Disability

AFLAC

Job summary

Sourced. is seeking an Advisor Compensation Analyst to serve as a key link across system operations, payout management, and stakeholder relations.

The role focuses on ensuring precise commission cycles, seamless data maintenance, and strong support for financial advisors in a growing firm. The position offers a base salary of $60,000–$70,000 with a hybrid office schedule (three days in-office per week) and a benefits package including health, dental, vision, and life insurance, plus retirement

Qualifications

• 3+ years of experience in compensation analysis.
• Knowledge of securities laws and regulations.
• Experience in securities/broker-dealer industry is a plus.
• Proficient with Microsoft Office, especially intermediate Excel (pivot tables, v-lookup, IF statements).
• Bachelor’s degree in business management, finance, accounting or related field.
• Highly organized with strong problem analysis and resolution skills.

Responsibilities

• Maintain compensation data across platforms including Broadridge Advisor Compensation System, Advisor Portal, Excel, Black Diamond, Schwab, and Fidelity.
• Execute daily, weekly, and monthly compensation cycles, including commission/fee statement reconciliation, fee schedule reviews/updates, and payout structure setup.
• Query compensation databases to detect errors, review unpaid transactions, analyze fee adjustments, and support audit requests.
• Monitor incoming department communications, resolve advisor payout inquiries, and train advisors on using the advisor portal.
• Monitor incoming compensation department emails for the broker-dealer and RIA; assist advisors with commission inquiries, payouts, and reporting; help advisors understand the advisor portal.
• Partner with Due Diligence and Product teams to maintain accurate sponsor data across Broker-Dealer and RIA channels.
• Other duties as needed.

Skills

Compensation analysis

Education

Bachelor's degree in business/finance/accounting or related

Tools

Microsoft Excel

Job description

Job Description

We areurgentlyseeking a skilledAdvisor Compensation Analystto to make a direct impact within a growing firm. In this dynamic position, you will serve as a vital link across system operations, payout management, and stakeholder relations - ensuring precise commission cycles, seamless database maintenance, and exceptional support for financial advisors.

About The Opportunity:

• Compensation - $60,000 - $70,000 annual base salary
• Insurance - Health, Dental, Vision, and Life Insurance
• Office Schedule - Hybrid - In Office Three Days A Week
• Paid Time Off - 15 days
• Additional Benefits - 401(k), Short & Long Term Disability, and AFLAC

Your Responsibilities:

• System Operations:Maintain compensation data across platforms including Broadridge Advisor Compensation System, Advisor Portal, Excel, Black Diamond, Schwab, and Fidelity.
• Payout & Fee Management:Execute daily, weekly, and monthly compensation cycles, including commission/fee statement reconciliation, fee schedule reviews/updates, and payout structure setup.
• Data Analysis & Audit:Query compensation databases to detect errors, review unpaid transactions, analyze fee adjustments, and support audit requests.
• Stakeholder Relations:Monitor incoming department communications, resolve advisor payout inquiries, and train advisors on using the advisor portal.
• Monitor incoming compensation department emails for the broker-dealer and RIA
• Assist advisors with commission inquiries, payouts, and reporting
• Work with advisors to assist in their understanding of the use of the advisor portal.
• Cross-Department Collaboration:Partner with Due Diligence and Product teams to maintain accurate sponsor data across Broker-Dealer and RIA channels.
• Other duties and responsibilities as needed.

Required Experience:

• Experience: 3+ years of experience in compensation analysis
• Industry Awareness - Knowledge of securities laws and regulations
• Industry Background: Prior experience in securities/broker-dealer industry a plus, but not required
• Technology Proficiency: Highly Proficient with Microsoft Office products, particularly intermediate Excel skills (pivot tables, v-lookup, if-statements, etc.)
• Educational Background: Bachelor’s degree of business management, finance, accounting or related field
• Methodical Approach: Highly organized with effective problem analysis and resolution skills